Managing services and pricing

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Managing the catalog requires the relevant service catalog permissions (create, edit and delete).

Create a service

  1. Under Admin › Service Catalog, choose New service.
  2. Enter a name (required) and any description, icon, category and estimated days.
  3. Set the ticket defaults — priority, category, auto-assign agent, and type/subtype/item.
  4. Choose a visibility (defaults to restricted) and save. You are taken straight to the field builder.

Build the request form

On the Fields page, add fields by choosing a type and a label (required). Dropdown, radio and multiselect fields take an options list; checkbox lists can show quantities and an “other” option. Mark fields required as needed, add placeholders or help text, and configure conditional show/hide rules. Fields can be edited, deleted and drag-reordered.

Company assignments

For a company-specific service, open Assign and tick the companies whose contacts should see it.

Activate, deactivate, delete

  • Toggle a service to activate or deactivate it without losing its configuration.
  • Delete removes a service — but system services cannot be deleted.

On pricing: the Service Catalog defines request forms and ticket defaults, not line-item prices. Product and service prices (unit cost and unit price) live in the Stock & inventory module.

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