Add your own custom services to any scope and they'll be saved in your services library for future use. You can flexibly price the new service or leverage Wethos' pricing recommendation.
This article will show you how to...
Add a custom service in two ways, creating one from scratch or editing an existing service
Add the new service to your scope
Adjust the price or quantity of the custom service
Adjust the default service settings
Note: Only you have access to a service you create within your Wethos account. No other Studio Lead on the platform will be able to utilize that information.
1. Add a Custom Service
Create a Custom Service From Scratch
While in the scoping tool, click on the add service button on the top right of the Services Library. A pop-up will appear for you to begin creating your custom service.
You'll be prompted to fill out the following information:
*Name - a required field for the name the service will be displayed as.
*Role - a required field for the role(s) most typically associated with this service.
Quantity - the number of units you're scoping for.
Description - a bit more detail about the service.
Effort - the degree of complexity, expertise, time, and uncertainty needed to complete the service; a mechanism for Wethos to recommend a price.
Click "add" to officially add the new service to your services library.
Create a Custom Service from an Existing Service
While in the scoping tool, hover over a service you'd like to update. Click the pencil icon to edit the service.
A pop-up will reveal the details of the service. Click on "Edit" underneath the service name to confirm that you'd like to customize this service and house it within your personal library.
Make the necessary edits to the service's name, role, quantity, description, effort, and price before clicking "add to library" to save the changes.
You can later return to adjust the default service settings (skip down to section 4 of this article for more details).
2. Add the New Service to your Scope
Add the custom service to your scope by searching for the name of your new service in the Services Library.
Hover over the service and click the copy icon to copy the service into a phase within your scope. A purple checkmark on the service will confirm that it's been added to your scope.
3. Adjust the Price or Quantity of the Custom Service
Adjust the price or quantity of the custom service by hovering over it within your scope and clicking the pencil icon to edit the service.
Click within the "Quantity" section to change the quantity and click in the "Price" section to update the price, overriding the Wethos recommended price. Type what you want to price the service, or click "use rec" to use the Wethos recommended price.
Click "save" to confirm your changes.
This adjustment will only be reflected on the service that appears in your scope and will not universally update the price or quantity of the default service you custom added to your library.
While making this change, keep in mind that if you have a Total Project Cost set on your scope, the prices of the remaining services may change as the system actualizes the prices based on the cost ceiling.
4. Adjust the Default Service Settings
You can make universal changes to the custom service by adjusting the default service settings.
Navigate to the custom service by searching for it in the Services Library. Hover over it and click on the gear icon to access the "Default service settings."
A pop-up will reveal the details of the service.
Make the necessary edits to the service's name, role, quantity, description, and/or effort, before clicking "save" to save the changes.
These changes will not retroactively affect any scopes that include this custom service.
Note: You can only adjust the default settings of services you custom created.
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