Service Level Categories

Use service level categories to categorize services and canned services to provide more detailed reporting data for your shop.

Service Level Categories vs. Line Item Categories

Service level categories work similarly to line item categories. While line item categories assign categories to an individual line item within a service, the service level category assigns the category to the entire service.

If I assign a service level category to a service, does it replace my line item categories for line items on that service?

No. A line item within a service with an assigned service level category can also have its own assigned line item category. However, it is recommended to choose a primary method of categorization in your shop for reporting consistency. Please Note: If you use Shopmonkey’s integration with QuickBooks Online, please check out our Send Invoices to Quickbooks help article to learn more about the settings options for mapping line item categories vs. service level categories.

Create a Service Level Category

Select the Lists icon from the left-side navigation bar. Select Line Item Categories. Please Note: The categories added to this list page can be used for both line items and services.

Select + New Category.

Name the new category and select Save.

add a new category on the Categories List page

Create a Sub-Category

There are two ways to create a sub-category.

One way is to select the … ellipsis on a category and select + Add Sub-Category.

add subcategory from the ellipsis on a category

The other way is to select + New Category, name the sub-category, toggle on Sub-Category, and select the Parent Category. Select Save.

add a new subcategory on the Categories List page

Assign a Service Level Category to Services

Service level categories can be added to canned services and any other service on an order.

Assign a Service Level Category to a Canned Service

Select the Lists icon on the left-side navigation. Select Canned Services.

When creating or editing a canned service, select Assign Category under the service name to assign this canned service to the service level category.

assign service level category to canned service

Assign a Service Level Category to a Service Within an Order

From within an order, select Assign Category. Search for and select the service level category from the list.

assign service level category to service within an order

QuickBooks Online Service Level Category Mapping

If you use Shopmonkey’s integration with QuickBooks Online, please check out our Send Invoices to Quickbooks help article to learn more about the settings options for mapping line item categories vs. service level categories.

Still have questions? Feel free to reach out to us through the chat icon. Thanks for reading!

Search