Adding services and workscopes

Adding services and workscopes is a refined operational playbook for Estimates teams in Klaus Connect.

Objective

Define service scope clearly so pricing and execution match expectations.

Article profile

• Primary audience: SALES
• Content type: HOW_TO

Primary app screens

• pages/portal/products/company-services.tsx
• pages/portal/estimates/estimate-details.tsx

Execution workflow

1. Select service category, then add line-level workscope details.
2. Separate base scope vs optional add-ons for clarity.
3. Use standardized naming and units from product/services configuration.
4. Review workscope with customer-facing language before send.

Common failure points

• Mixing optional scope into base price lines.

Handoff and follow-through

• Contract generation pulls finalized scope text.