Set a service
Define an internal title and rate for common work.
FEATURE / PRICE BOOK
Service price book
Save your standard services and prices once for consistent quotations, estimates and billing.
HOW THE WORKFLOW RUNS
A practical workflow, not another disconnected tool.
Reuse it
Choose the service when building estimates and invoices.
Keep control
Update current list prices as costs change.
BUSINESS VALUE
Keep information close to the work.
Reduce pricing inconsistencies between staff.
Start a workspace →CONNECTED FEATURES
The rest of your service operation.
Jobs & work orders
Keep every job organised from intake to completion. Track customer details, service history, assigned teams, status and billable work.
Discover feature →Drag-and-drop scheduling
Put your week in focus. Coordinate visits, assign technicians and adjust upcoming appointments from one shared calendar.
Discover feature →Recurring visits
Schedule repeat work weekly, biweekly or monthly. Generate the upcoming visits reliably without rebuilding the same work order.
Discover feature →OPERATIONAL GUIDANCE
What to check before this goes live.
A connected workflow is only useful when the people, data and configuration around it are reliable.
Data quality
Keep client details, job scope, dates and document figures accurate. Resolve conflicting information before sending customer communications.
Correct permissions
Provide staff the least access needed. Confirm client visibility, private documents and work assignments with at least two user roles in staging.
Production validation
Test the actual business workflow, cron and communications on your hosting environment. Never assume a styled screen means integration is complete.
TRY THE WORKFLOW
Keep learning connected to doing.
Existing workspace users can move from this guide to the relevant secure screen. Sign-in and business-role permissions apply to all account actions.
COMMON QUESTIONS
Answers before you commit.
What does Service price book mean in ZelvotriX?
Save your standard services and prices once for consistent quotations, estimates and billing.
Is this feature available in the web app?
This workflow is included in the current web platform; configuration, provider integrations and deployment validation may be needed for parts of the feature.
Can different services have individual rates?
Yes. Each active service can have its own description and price.
Are issued invoices repriced when the price book changes?
No. Existing documents should retain the price captured when they were created.
Can a dispatcher use saved prices?
The current permission model allows the dispatcher role to maintain the price book.
MAKE ROOM TO GROW
Create your workspace ↗Bring the whole workday into focus.
Keep your people, customers and work moving on one platform.