Overview
Tab Path: Services > Service List
The service catalog stores the services your business offers so they can be reused consistently across operational workflows.
A well-maintained service list improves searching, reporting, and user consistency when service-based work is entered in QBM.
Main Screens
| Screen | Tab Path | Use It For |
|---|---|---|
| Service List | Services > Service List | Browse, search, and reopen service records. |
| Service Details | Services > Service Details | Create or edit the service record itself. |
How It Works
- Each service record acts as a reusable master entry rather than a one-time transaction.
- Users should keep names and descriptions clear enough that operational staff can choose the right service quickly.
- Inactive services should be kept out of day-to-day use without deleting historical records.
Recommended Workflow
- Open the Service List and review whether the service already exists.
- Create the service record with a clear name and a practical business description.
- Save the record and test that users can find it easily in the related workflow.
- Inactivate old or duplicate services instead of leaving several similar names active.
Best Practice
- Use consistent naming rules so searching stays simple.
- Avoid creating duplicate services with slightly different spellings.
- Review inactive records periodically to keep the service catalog clean.