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Natalie_KKB
April 21, 2021
Question

"Service" Drop Down Menu GONE

  • April 21, 2021
  • 1 reply
  • 3 views

Has anyone else experienced the "service" drop down menu disappearing? When we clock-in and select a customer, there is no longer a "service" menu to choose which item we are working under... for example: sales, design, estimating, etc...

 

Any help is greatly appreciated. 

 

Thanks!

1 reply

Jessica_young
Jessica_young
Level 4
April 21, 2021

​​​​​​Happy Wednesday, @Natalie_KKB.

 

I have an idea of why this may be.  More than likely, the service item is not assigned to the customers that is being selected when clocking in! This is an easy fix and I'm happy to walk you through it. Here's what you'll need to do:

  1. Go to Jobs or Customers.
  2. Select the pencil icon next to the job or customer to which you want to adjust the assignment.
  3. Under the Custom field tab, check the box next to Service Item.
    • Make sure to Save your changes.

Note: For sublevel jobs, if not manually changed, will reflect the assignments for any top level job. Assign or unassign the associated sublevel jobs or customers, if needed.

 

You can read more helpful information on managing custom fields such as service items within QuickBooks TIme by checking out this article: Set up and manage custom fields in QuickBooks Time.

 

Let me know if you have any other questions on this! I'm just a post away and more than happy to help. Take care! 

N
Natalie_KKBAuthor
April 26, 2021

Hi Jessica,

 

Do you know why this feature was removed in the first place? It seems very time consuming to have to now go and edit my hundreds of clients, one by one, in order to get the service drop down list active again. Please tell me if there is a more simple solution?

 

Thank you!

Jessica_young
Jessica_young
Level 4
April 26, 2021

Hey @Natalie_KKB, good to hear back from you.

 

Yes! There is a simpler solution. If you need these assigned to every job, we can select the option to show for all jobs. Let me show you how! 

 

  1. Go to Feature Add-ons, and select Custom Fields.
  2. Select the three stacked dots to the right of service items, and click Edit Field.
  3. Under Options, select show for all jobs.
  4. Click Save your changes.

Service items will now display for all jobs!

 

As far as why this was removed originally, I would check your system log for how this was removed.

  1. Go to Company settings off your left menu.
  2. Select system log.
  3. Here you can use keywords to search changes made in your account. I would search service items.

I'm here for any other questions you may have. I hope your week is off to a great start! 

 

 

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