Creating new Services

<p style=""><strong>Services are a simple way of grouping Jobs together, or of making a Job recur on a regular basis.</strong></p><p style=""><br></p><p style="">For example:</p><ul><li style="">A VAT Service, which is made up of 4 quarterly VAT returns and all the work that goes with them.</li><li style="">An annual accounts service, which might include preparing accounts &amp; submitting them.<br><br></li></ul><p style="">Services have to be switched on for customers that need them. &nbsp;For example, an "Annual accounts service" might only be relevant to some clients, so you switch it on for them only. To learn more about how to activate Services for clients, take a look at <a href="https://support.senta.co/support/solutions/articles/12000042650-adding-services-and-starting-jobs" rel="noreferrer noopener">our guide to adding Services</a>.</p><p style=""><br></p><p style=""><span style="font-size: 16px;"><strong>Creating a new Service</strong></span></p><p style=""><br></p><p style="">Go to Settings &gt; Services &gt; Add service</p><p style=""><br></p><p style=""><img class="fr-dib fr-draggable fr-fil fr-bordered" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/12033503796/original/xiWVC3m5iJK5l1FmFt2wLBV2KBM79zGR8g?1524733029" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/12033503796/original/xiWVC3m5iJK5l1FmFt2wLBV2KBM79zGR8g?1524733029" data-fileid="12033503796" data-uniquekey="1524731931272" style="width: 179px; height: 290.751px;"></p><p style=""><br></p><p style=""><img class="fr-dib fr-draggable fr-fil fr-bordered" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/12033503805/original/ou-JmtMCrwu1oTxVFZv9I29cELY06RoJLQ?1524733047" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/12033503805/original/ou-JmtMCrwu1oTxVFZv9I29cELY06RoJLQ?1524733047" data-fileid="12033503805" data-uniquekey="1524731931272" style="width: 312px; height: 205.541px;"></p><p style=""><br></p><p style="">You can add a Service name, description, and whether you want it to be manual or automatic.</p><p style=""><br></p><p style=""><img src="https://attachment.freshdesk.com/inline/attachment?token=eyJ0eXAiOiJKV1QiLCJhbGciOiJIUzI1NiJ9.eyJpZCI6MTIwMzM0NTg2NjgsImRvbWFpbiI6InNlbnRhLmZyZXNoZGVzay5jb20iLCJhY2NvdW50X2lkIjoyMDE4NTV9.pUERXBziW-tuJc2QIV3K9ECGNUTWtkZ840kv22zm7z8" class="fr-dii fr-draggable fr-fil fr-bordered" style="width: 490px; height: 351.753px;"></p><p style=""><br></p><p style=""><br></p><p style=""><br></p><p style=""><br></p><p style=""><br></p><p style=""><br></p><p style=""><br></p><p style=""><br></p><p style=""><br></p><p style=""><br></p><p style=""><br></p><p style=""><br></p><p style=""><br></p><p style=""><br></p><p style=""><br></p><p style=""><br></p><p style=""><br></p><p style=""><br></p><p style=""><br></p><p style=""><br></p><p style=""><br></p><p style=""><br></p><p style="">You can then add Jobs to the Service.</p><p style=""><br></p><p style=""><img class="fr-dib fr-draggable fr-fil fr-bordered" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/12033504447/original/oLavXz-hKo9BmR3FkAu-6e4XkGjBpGgnsg?1524733307" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/12033504447/original/oLavXz-hKo9BmR3FkAu-6e4XkGjBpGgnsg?1524733307" data-fileid="12033504447" data-uniquekey="1524731931272" style="width: 400px; height: 303.448px;"></p><p style=""><br></p><p style="">Select how frequently you want this Job to recur. This could be anything from weekly to 5-yearly.</p><p style=""><br></p><p style=""><img class="fr-draggable fr-fil fr-bordered fr-dii" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/12033504589/original/8uvUmMe61dvrkyDjLugo4TpUA8YyLv_p2g?1524733436" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/12033504589/original/8uvUmMe61dvrkyDjLugo4TpUA8YyLv_p2g?1524733436" data-fileid="12033504589" data-uniquekey="1524731931272" style="width: 208px; height: 438.673px;"></p><p style=""><img class="fr-dib fr-draggable fr-fil fr-bordered" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/12033504667/original/nIXwHUAViAakMSrl_7poKSsqaRJfOpUnkw?1524733516" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/12033504667/original/nIXwHUAViAakMSrl_7poKSsqaRJfOpUnkw?1524733516" data-fileid="12033504667" data-uniquekey="1524731931272" style="width: 198px; height: 433.41px;"></p><p style=""><br></p><p style="">If you choose for the Job to recur 'when triggered', you can choose what to use as the trigger field, the trigger type, whether to trigger for the current value, and set the job date.</p><p style=""><br></p><p style=""><img class="fr-dib fr-draggable fr-fil fr-bordered" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/12033504735/original/muHedLuLWfIiZc94ONvRr8sOyhQYcEQ9Xw?1524733579" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/12033504735/original/muHedLuLWfIiZc94ONvRr8sOyhQYcEQ9Xw?1524733579" data-fileid="12033504735" data-uniquekey="1524731931272"></p><p style=""><br></p><p style=""><br></p><p style=""><br></p><p style=""><br></p><p style="">To ensure this service applies to certain clients, you can add a filter.</p><p style=""><br></p><p style=""><img class="fr-dib fr-draggable fr-fil fr-bordered" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/12033505680/original/V-8l42DVWljFz5whpTDV1e8DD88lnoca2A?1524734698" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/12033505680/original/V-8l42DVWljFz5whpTDV1e8DD88lnoca2A?1524734698" data-fileid="12033505680" data-uniquekey="1524731931272"></p><p style=""><br></p><p style="">In the example below, I have selected 'type' as a filter.</p><p style=""><br></p><p style=""><img src="https://attachment.freshdesk.com/inline/attachment?token=eyJ0eXAiOiJKV1QiLCJhbGciOiJIUzI1NiJ9.eyJpZCI6MTIwMzM0NTkxOTUsImRvbWFpbiI6InNlbnRhLmZyZXNoZGVzay5jb20iLCJhY2NvdW50X2lkIjoyMDE4NTV9.MI-VyMKYi0gVTHufaNaZSmfzoN3sCEcfRjJXGP-NlL4" class="fr-dii fr-draggable" style="width: 694px; height: 530.465px;"></p><p style=""><br></p><p style="">Within 'type' I have then selected 'sole trader'. If I set the Service to be automatic, then it means it will automatically kick off every April 6th for all sole traders. To ensure this only kicks off for current clients, and not prospects/former clients, I can also add another filter for 'state', then select 'client'.</p><p style=""><br></p><p><img src="https://attachment.freshdesk.com/inline/attachment?token=eyJ0eXAiOiJKV1QiLCJhbGciOiJIUzI1NiJ9.eyJpZCI6MTIwMzM0NTk0MjUsImRvbWFpbiI6InNlbnRhLmZyZXNoZGVzay5jb20iLCJhY2NvdW50X2lkIjoyMDE4NTV9.hnuy_uNJNO00ubfd9dNF6R7h8gaUns0Yqm_8jTAYuKY" class="fr-dii fr-draggable fr-fil fr-bordered"></p><p style=""><br></p><p style=""><br></p><p style=""><br></p><p style=""><br></p><p style=""><br></p><p style=""><br></p><p style=""><br></p><p style=""><br></p><p style=""><br></p><p style=""><br></p><p style=""><br></p><p style=""><br></p><p style=""><br></p><p style=""><br></p><p style=""><br></p><p style=""><br></p><p style=""><br></p><p style=""><br></p><p style=""><br></p><p style=""><br></p><p style=""><br></p><p style=""><br></p><p style=""><br></p><p style=""><br></p><p style=""><br></p><p style=""><br></p><p style=""><br></p><p style=""><br></p><p style="">If you have a different way of categorising your self assessment clients, you can set a filter according to that category. If at the moment you do not currently have a way of categorising your self assessment clients, let me know and I can show you how to add this to the client page.</p><p><br></p>