Creating a Service

In ScopeStack, you can create Standard Managed Services that allow you to easily scope projects. Managed Services are used to scope recurring services, typically completed monthly, quarterly, or annually.

You can create managed services in Settings > Content > Managed Services.

On this screen: The Managed Services listing page shows a page header titled Managed Services with two action buttons in the top right: Import and Add a Service. Below the header is a search bar labeled Search Services with a filter icon to the right. Three tabs appear below: Active, Pending, and Archived, each showing a count of services in parentheses when selected. The Active tab is selected by default, displaying a table of existing services.

Here, you can see the list of services already in your account and make changes. To create a new service, click the Add A Service button in the top right.

Defining Structure

The first step is to define your service’s structure.

On this screen: The new service form opens on the General tab. The form contains two rows of fields. The first row has three fields side by side: *Service Name (text input, placeholder “Enter service name”), *Service Category (dropdown, placeholder “Select service category”), and SKU (text input, placeholder “Enter SKU”). The second row has three fields: *Billing Frequency (dropdown with options Monthly, Quarterly, Yearly), Hours (number input, placeholder “Enter hours”), and Resource (dropdown, placeholder “Select resource”). Below the fields, a Subservices section with an Add Subservice button appears, along with an editable table with columns for Subservice Name, QTY, Unit Hrs, and Resource.

In this dialogue, you can do the following:

1. Give your service a name
2. Set the billing frequency
3. Align it to a Line of Business/Service Category
4. Define any additional details, like service SKU, tags, or restrict the service to teams.
5. Create individual sub-services and assigning them default quantities

To finish your setup, you can click Save

Once you’ve saved the initial setup of your service, you can add Service Price and Service Cost Variable Rates to the top-level portion of the service or any of the sub-services to define pricing based on quantity.

On this screen: After saving, the General tab shows the service with its existing field values populated. An Advanced Cost & Effort link appears below the main fields — if advanced pricing has been configured it reads “Advanced Cost & Effort Apply - View / Edit,” otherwise it reads “Set Advanced Cost & Effort.” In the Subservices table, each saved subservice row includes its name, quantity, unit hours, and resource assignment. A Save button appears in the top-right header, enabled only when changes have been made.

Defining Language

Once you’ve defined the service and clicked Save, additional tabs appear for language, products, and more.

On this screen: The service edit page displays a tab bar with five tabs: General, Service Language, Products, Assign Teams & Tags, and Version History. The General tab is active by default. A Back button and a Save button (enabled when changes exist) appear in the page header alongside the service name.

Service Description

Click the Service Language tab to define the service’s description and any other language fields configured for your account.

On this screen: The Service Language tab shows a dropdown at the top labeled with the currently selected language field (defaulting to Service Description). Below is an editable table with two columns: a Service Name column (read-only, showing the top-level service name) and a column for the selected language field containing a markdown text area where language content can be entered. If the service has subservices, additional rows appear for each subservice with their own text areas for entering per-subservice language.

The top box gives you a place to define the language for the service and the additional boxes are spots for the individual subservices you defined on the Service tab.

The language here can be used in many different ways in your documents after you’ve added the service to a project and is accessible in the Merge Data view. We highly suggest working out the general structure of your document template before building lots of services as moving lots of data around after you’ve created services may be challenging. Learn more about using Merge Data here.

Once you’re done defining language, click Save.

Language Fields

Additionally, you can pre-define language for each language field in your account. On the Service Language tab, use the “Show / edit content for:” dropdown to switch between language fields — Service Description is the default, and any additional fields your account has configured appear in this list.

”Merge Fields” for Service Descriptions and Language Fields

Both Service Descriptions and Language Fields support dynamic merge fields that pull in project-specific data. See Merge Fields in Service Content for the full list of available fields.

Associating Products

The Products tab gives you a place to identify ancillary Products that may be required in order to complete a service, such as licenses or physical devices. Once the Product is associated with the Service, the Product will be added automatically to a project whenever the Service is added to the Project.

On this screen: The Products tab displays a table with four columns: Name, MFR Part, SKU, and Price. Each row represents a product associated with this service. A Select Products button opens a slideout to search and link additional products from your product library. A delete icon (trash can) on each row removes the association.

If the service is later removed from the project, the Product will not be removed.