Table of Contents
Creating a service category
Assigning service to a category
Change service category
Deleting a service category
1. Introduction
Categorization of services within Cone allows for a more structured and visually intuitive presentation of your offerings, facilitating ease of access and comprehension for both you and your clients
2.Managing service categories
2.a Creating a service category:
To create a new category, navigate to the services section in Cone. Here you'll find the option to manage categories
Click on
Manage categories. It opens a sidebar where you can see existing categoriesYou can create a new category by clicking on
Create category. Enter a name that encapsulates the group of services (e.g., "Bookkeeping", "Compliance", "Financial Advising") and choose a unique color to associate with this category. The color coding aids in quickly identifying services under a particular category, enhancing the proposal's visual appeal and organizational structure
2.b Assigning service to a category:
During the service creation process, or when editing an existing service, you have the option to select a category from a dropdown menu of your pre-defined categories
Assigning a service to a category helps in organizing your services more efficiently, making them easier to manage and reference in proposals
2.c Change service category:
If at any point you need to re-categorize a service, Cone allows you to easily modify the category assignment via the service editing function. This flexibility ensures your service organization remains aligned with your evolving business strategy or service offerings
2.d Deleting a service category:
Should a service category become redundant or no longer reflective of your offerings, it can be removed from Cone
Delete a category by navigating to the service categories section and selecting the delete option from the triple-dot actions for the relevant category
❗Ensure that no services are assigned to the category you wish to delete, or reassign those services to a different category beforehand to maintain organizational integrity in your proposals