When setting up line items, you'll see a coloured circle (red, amber, or green) next to each service.
This traffic light status shows whether a line item is ready to use in a proposal:
Red: Missing essential details
Amber: Needs review
Green: Ready to use
Red status
You don't have a fee assigned to the service or
The service description is missing
Action:
Add a price to ensure you charge for every service
Add a service description to provide clarity and communicate value
Amber status
A service schedule is missing or
A field label is missing
Action:
Check if the service requires a schedule (refer to your governing body if unsure)
Complete any missing field labels
Green status
The line item has:
A price
A service description
A service schedule (if required)
All fields completed
Action:
You don't need to act. The service is ready to use in proposals
See also
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