After you have sold a Service package to a client, you have a way to indicate that package has been sold in the Projects Area.

To Mark a Service Package as Sold:

  1. Click on the Project containing the Service Package that has sold.

  2. Then click on the "Overview" page.

  3. Then the click name of the Service Package on the right hand side of the screen

  4. When you click on the name of the Service Package, an Edit modal will open

  5. Inside the Edit Modal, you can click the checkbox "Sold"

How this indication appears:

  • The Service Package will now be marked as SOLD on the Overview page. In this case, the Qube Test Package has sold.

  • If you are using the Service module, and you need to create a service ticket for a client that has bought a service package, we will indicate that on the Service Ticket form so that you can easily see what the client should be charged for their service call.

Related Articles:

Creating a Service Package

Adding a Service Package to a Project

Hope this helps! As always, if you have any questions please feel free to reach out to us in Support Chat!

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