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The screenshot below is an example of what your services database spreadsheet should look like. Following are more detailed explanations of each column and how they are used. Please use this spreadsheet as a starting guide: sample spreadsheet. When you have your spreadsheet ready, use these instructions to import them into your SiteCapture portal.
Note: Row 1 - the column names must match exactly what is shown in the sample spreadsheet above, but you do not need to have all of the columns shown. Columns that are required are noted below. The order of the columns does not matter as long as the required columns are present and the column name is correct. The file must be in csv (comma separated values) format.
A. Name: The display label that will show up for the Service in the line item. It will appear in the drop-down select under Work Type (see image below) OR as the field label if you use the single item pre-populated field approach. THIS CANNOT BE LEFT BLANK.
B. Key: The unique key for the service. This is your service key and unique identifier for this item. It does not display in the front-end user interface. THIS CANNOT BE LEFT BLANK.
C. Unit: The label for the unit that is used to calculate a variable rate. Some examples are: Square Feet, Hours, Each, or Items. The word you enter will appear under the Units field for the user to see, beneath where the user enters the count. THIS CANNOT BE LEFT BLANK.
D. Unit Cost (unit_cost): This is a dollar field. Costs should be decimal numbers without commas or dollar signs: e.g. : 1.25, 0.00
E. Unit Labor Cost (unit_labor_cost): This is a dollar field. If you have a labor cost associated with the service you can center it here. Typically, the sum of the Labor and Materials costs equals the total cost. The system will not automatically update the total cost if you update a labor cost. Costs should be decimal or whole numbers without commas or dollar signs: e.g. : 1.25, 0.00, 40
F. Unit Material Cost (unit_material_cost): This is a dollar field. If you have a Materials cost associated with the service you can center it here. Typically, the sum of the Labor and Materials costs equals the total cost. The system will not automatically update the total cost if you update a Materials cost. Costs should be decimal or whole numbers without commas or dollar signs: e.g. : 1.25, 0.00, 40
G. Can Set Cost (can_set_cost): This is a boolean field. The only valid values are TRUE or FALSE. If left blank, the default is TRUE. If "can_set_cost" is set to TRUE, then users will be able to override costs.
H. Can Set Quantity (can_set_quantity): The only valid values are TRUE or FALSE. If left blank, the default is TRUE. If "can_set_quantity" is set to TRUE, users will be able to override default quantities.
I. Default Quantity (default_quantity): If you have a default quantity, set it in in this column using the same convention described above for cost fields.
J. Description: Additional detail about the Service. This description will appear below the drop down selection area. It can also be used to provide instructions for the service. Learn how to set up services in your templates here.
K. Category: A category or grouping for this type of Service. This does not show in the front-end user interface. Examples of categories are: Electrical, HVAC, Paint. There can only be one category per item, but you will likely have many service items per category. The category will be used in your template to define the Services that appear in a Service Selection field. Learn how to set up services in your templates here.
L. Market: The Service Market. This column should contain a valid "market_key". In a project that has a particular market set, the services shown will be the ones that match that market, plus the ones that do not have a market, and further limited according to any categories defined on the particular Service Selection field. Learn more about adding service markets here.
M. Tags: This column is optional. Tags are used in report columns, so it can be displayed in the manage items page or an item export. You can group items by tags.
Examples of tags: HVAC, Kitchen, Bathrooms, Exterior Repairs, Plumbing, Deck
Screenshot of IOS mobile interface for a Service Selection field:
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