Services

A service is any type of non-financial assistance given to a client in the form of an Action. A Service is a type of Action in the same way a Vendor is a type of Pledge.

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Add a Service

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  1. Under the Admin menu, select Services.
  2. At the top of the List of Services, click on the green plus sign to add a new vendor.
  3. Once the New Vendor window loads, fill in as much information as possible:
  • Service Name: The name of the service that displays in Administry reports and on the Client Dashboard.
  • Service Type: A general category of service. Possible values include ‘referral’, ‘in-kind’, ‘food’, etc.
  • Value $: The approximate value of the goods or services. For instance, if your agency typically gives out gas cards in $20 increments, assign a value of $20, or if a thrift store voucher typically costs your agency $50, enter $50 here. Some agencies define multiple sizes of food baskets, for instance, and assign different values to each.
  • Description: A short description of the service.
  1. Click Save and Close.

Note

Only administrators can create new services or edit existing services.