There are two ways to add services to a scope:
Select a service from the Services library to move into a phase.
Select a service from an existing scope template to move into a phase.
Either path will lead to successfully adding a service to your scope.
Note: A service must be placed within a phase on the scope. If you're unable to find a service you need within the database, create your own, custom service.
1. Select a service from the Services Library
Within the scope builder, navigate to the filter under "Services Library" and select the options for "Mine" and/or "Wethos" under "Library" and "Services" under "Type." Click "apply."
You'll notice that the default Wethos services have a purple logo next to them and your custom services appear as-is. Any service you've already added to your scope will have a purple checkmark.
Hover over any service you'd like to add to your scope and click on the yellow copy icon to copy the service to a phase within your scope or to create a new phase to copy it into.
2. Select a service from an existing scope template
Within the scope builder, navigate to the filter under "Services Library" and select the options for "Wethos" and/or "Mine" under "Library" and "Scopes" under "Type." Click "apply."
You'll notice a list of templates that you can search through. Click on the template that is the best fit to view more details including its phases and services.
To copy over an individual service, hover over it and an icon with yellow boxes will appear. Click on the copy icon to add the service to an existing phase or to create a new phase to add it to.
Can't find a service?
Create your own custom service within the platform.
Still have questions? We're happy to help!
Contact us at [email protected]