How to Add Services to an Order
Rentals rarely stop at the equipment. You install it, transport it, put up scaffolding, or send a technician — and all of that needs to appear on the same order and invoice. In Rentablez, those are Services: non-asset line items you add to an order alongside your rented assets, each with its own quantity, rate, tax and SAC code.
Why Use Services?
- One order, one invoice — asset rent and labour/transport charges bill together instead of as a separate document.
- Reusable catalogue — define a service once (with its default rate and tax) and drop it onto any order in a couple of clicks.
- Correct tax paperwork — each service carries its own SAC/HSN code and tax profile, so GST-style invoices show the right service accounting code.
Services are charges, not inventory. They have no stock, availability, dispatch or return steps — they simply add an amount to the order. Anything you physically hand over should be an asset, not a service.
Before You Start: Build Your Service Catalogue
Services you add to orders come from a shared catalogue you manage in Settings → Services. Setting them up once means staff pick from a list instead of typing charges by hand.
Managing the service catalogue requires the Settings (write) permission. If you don’t see the Services page under Settings, ask an administrator.
Add a service to the catalogue
- Go to Settings → Services.
- Click Add Service. A drawer opens on the right.
- Fill in the fields:
| Field | Notes |
|---|---|
| Service Name | Required. E.g. Installation, Transport, Erection. |
| Description | Optional free text. |
| Default Rate | Required (can be 0). The rate that pre-fills when the service is added to an order. |
| UOM | Unit of measure: Unit, Hour, Trip, Lumpsum, Day or Job. |
| SAC/HSN Code | Optional service accounting / HSN code (up to 8 characters), e.g. 998511. |
| Tax Profile | Choose No Tax or one of your configured tax profiles. The chosen profile’s rate is applied when the service is billed. |
- Click Create.
Rate and tax stay editable on the order. The catalogue values are defaults — when you add a service to a specific order you can still change its quantity and rate for that order.
Edit, deactivate or delete a service
Use the pencil icon on any catalogue row to edit it. When editing, a Status field appears — set it to Inactive to retire a service without deleting it. Inactive services stop appearing in the order search but stay on any orders that already used them. The trash icon deletes a service permanently.
Adding a Service to an Order
You add services from the same search box you use to add assets, on the order editor.
The Assets / Services toggle only appears once the order has been saved. Create the order (customer and dates) first, then add services.
- Open the order in the order editor.
- Above the item search box, click the Services toggle (next to Assets).
- In the search box (“Search services to add…”), type part of a service name, or leave it blank to browse the active catalogue.
- Click a service in the dropdown. It’s added to the order immediately, using its default rate.
Added services collect in a Services section on the order (marked with a wrench icon), separate from the asset lines.
Adjusting a Service Line
Each row in the Services section shows the service name, quantity, UOM, rate, tax percentage, tax amount and line total. You can fine-tune each line directly:
- Quantity — click the Qty box, type a number (minimum
1), and click away or press Enter. - Rate — click the Rate box and edit the amount for this order. The line total and tax recalculate automatically.
- SAC code — under the service name, click + SAC (or the existing
SAC: …value) to set or change the code for this line. - Remove — click the trash icon on the row to take the service off the order.
Changes save automatically a moment after you finish typing — there’s no separate Save button for individual service lines.
The tax on each service follows the tax profile you assigned in the catalogue. A percentage of — in the Tax column means the service is billed with No Tax. Service totals roll into the order’s overall totals and appear on the invoice you generate for the order.
When You Can’t Edit Services
If the order is in a read-only state (for example, once it has progressed beyond editing), the Services section shows the lines but hides the quantity/rate inputs and the remove and SAC controls. To change service charges at that point, you’ll need to work through the order’s normal edit flow.