Manage services

Users with the Add, Remove, or Update Services permissions can manage services and utility types. Services must be associated with a specific unit of measure. When bills are added to the system, line items can be added to track specific utility costs, such as kWh.

To add a new service:

1. Select Admin > Services. The Services page appears.

   

2. Select Actions > Add Service. The Add Service page appears.

   

3. Do the following:

   a. Enter the service's Name.
   b. Enter the Unit of Measure.  

       Note: Contact Follett if the desired unit of measurement is not listed.

   c.  Add any desired notes.

4. Click Save.

To manage an existing service:

1. Select Admin > Services. The Services page appears.

2. Next to the service you want, do any of the following:

   To...	Then...
   Edit a service	a. Click . b. Make the desired changes. c. Click Save.
   Delete a service Note: You can only delete a service with no existing bills.	a. Click . A pop-up appears. b. Click Yes.