Configuring Case Services

Open Settings > Case Services. This area requires Full Access and Manage Settings.

Services classify work performed on cases, such as surveillance, interviews, or background checks.

Service fields

Service Name: required name shown in case service selectors.
Service Code: an optional short reference.
Color: visual identification.
Description: guidance on what the service includes.
Billable: makes the service eligible for billing and budget checks.
Active: controls whether it is available for use.

Create and maintain services

Select Add Service, or edit a service.
Complete its fields and save.
Drag services in the table to adjust their display order.
Review Allowed Services under Case Types if only certain services should be offered for a case category.

Services and rates

A service describes the work; it does not by itself define a client's billing rate or a staff member's pay rate. Those values are configured through finance items and client or staff rate settings.

Tasks can link to a case service for billing and budget context. Events do not use the same direct service field. A case type with no selected service restrictions allows all active services.

Retire a service

Deletion may be blocked when a service has already been used on a case. Deactivate it when it should no longer be offered for new work.