Services

How to Set Service Items to Private
How to Set Service Items to Private After documenting a service from the "Provide Services" tab, select "Save and Close. Go to the Program...
Fri, 14 Mar, 2025 at 2:56 PM
Rental Payment Service Documentation
WORKING DRAFT ARTICLE - PUBLISHED FOR FEEDBACK PERIOD As an effort to better document rental payments, a new service for housing projects was added t...
Wed, 14 Jan, 2026 at 11:35 AM
New UI: Documenting a Service
To add a service to a client in the new UI, you will first need to navigate into the program that will be providing the service. From the profile screen of ...
Fri, 16 Oct, 2026 at 9:35 AM