Getting Started with Jugl Service Management
1. System Overview
Jugl's Inventory tab is your command center for service management. You'll work primarily in three areas: the Items tab for your service catalog, the Discounts tab for special pricing, and the Warehouses tab for resource management.
2. Setting Up Your Service Catalog
Creating your service catalog is straightforward. Each service entry needs basic information to get started. You'll provide a unique name for the service, assign it to a category, and set its base price. Choose appropriate units of measurement, like hours or sessions. Add a clear description that explains what clients receive. If needed, use the Settings section for any specialized configurations.
Essential service fields include:
Item/Service Name: Your service identifier
Category: For grouping and filtering
Price: Base rate
Unit: Measurement type
Description: Service details
Settings: Special configurations
3. Pricing Integration
Pricing in Jugl works automatically. Once you set a price, it appears everywhere it's needed. Your order forms update instantly when you make changes. The system handles multiple currencies for international business, and customers see accurate pricing as they select services.
4. Daily Service Operations
Managing daily operations is simple. You can see all your invoice history in one place. Track when services are delivered and keep an eye on timelines. Update your pricing or service descriptions whenever needed – the changes apply everywhere instantly.
The form system makes customer interactions smooth. Your service list appears automatically in all the right dropdowns. When you update any service detail, every form reflects the change immediately.
5. Task Management
Jugl creates and organizes tasks for you automatically. When a service order comes in, the system:
Creates necessary tasks
Assigns them to the right boards
Sets deadlines
Adds descriptions
Labels for tracking
Sets priorities
Tasks flow in a logical order. The system tracks time spent on each step. It knows which team members should handle specific tasks and shows everyone's progress clearly.
6. Order Processing
Every service order gets special treatment. The system assigns a unique ID and records every timestamp. Orders move through your process automatically, updating their status on your boards. You'll always have a clear record of what happened and when.
7. Business Benefits
This organized approach makes a real difference in your operations. You'll process orders faster and make fewer mistakes. Service quality stays high because nothing falls through the cracks. As your business grows, the system grows with you, handling more clients and services smoothly.