Company Services

1 min readUpdated Aug 28, 2026AllHow ToSuggest edit

What this page is for:
 Business services (Roof Replacement, Roof Repair, …) used on opportunities and templates. On-page heading: Services.

Where: Admin Console → Company Services
 /portal/products/company-services

Steps:

  1. Add Service.

  2. Save. Used later on New Opportunity (Looking for) and the referral form’s service list is separate (hardcoded on /referral).

Related articles

Other guides in Settings & Admin

Was this page helpful?

Your feedback helps us improve the documentation.