# Service Groups

<p class="doc-lead">Service Groups classify service items into logical categories — Maintenance, Consulting, Support, Installation — for easier management, reporting, and pricing. Groups support a parent-child hierarchy so you can organize services at multiple levels.</p>

<div class="doc-toc">
<p class="doc-toc-title">On this page</p>
<div class="doc-toc-links">
<a href="#/service/service-groups?id=overview">Overview &amp; List View</a>
<a href="#/service/service-groups?id=quick-start">Quick Start</a>
<a href="#/service/service-groups?id=header-fields">Header Fields</a>
<a href="#/service/service-groups?id=actions-status">Actions &amp; Status</a>
<a href="#/service/service-groups?id=faq">FAQ</a>
<a href="#/service/service-groups?id=related">Related</a>
</div>
</div>

<hr class="doc-section-divider">

<h2 id="overview">Overview &amp; List View</h2>

Go to <b>Service → Service Groups</b>.

<b>List columns</b>

| **Column** | **Shows** |
|------------|-----------|
| Id | Internal reference number. |
| Name | Group name (e.g. Maintenance, Consulting). |
| Parent Group | Parent group in the hierarchy, if any. |
| Unit | Default unit of measurement for the group. |
| Status | Active or Suspended. |

<b>Quick filter tabs</b>

| **Tab** | **Shows** |
|---------|-----------|
| Active | Active groups only. *(Default tab on open.)* |
| Suspended | Suspended groups. |

<b>Advanced Filters</b>

Name, Parent group, Unit, Status (Active / Suspended), Created Date.

<b>List actions</b>

| **Action** | **Description** |
|------------|-----------------|
| New | Create a new service group. |
| Expand All | Show the full parent-child hierarchy. |
| Collapse All | Collapse the hierarchy tree. |
| Edit | Open for editing. |
| Delete | Remove selected groups. |
| View | Open detail view. |
| Export | Excel export when permitted. |

<p>The list displays groups in a hierarchical tree. Use <b>Expand All</b> to see the complete structure at once.</p>

<hr class="doc-section-divider">

<h2 id="quick-start">Quick Start</h2>

<ol>
<li>Go to <b>Service → Service Groups</b> → <b>New</b>.</li>
<li>Enter <b>Name</b> (e.g. Maintenance).</li>
<li>Optionally select a <b>Parent Group</b> to nest under an existing group.</li>
<li>Optionally select a <b>Unit of Measurement</b>.</li>
<li>Click <b>Save</b>.</li>
</ol>

<img src="service/images/new-service-group.webp" alt="New Service Group" loading="lazy">

<hr class="doc-section-divider">

<h2 id="header-fields">Header Fields</h2>

| **Field** | **Description** |
|-----------|-----------------|
| Name * | Group name. Required. Must be unique. |
| Parent Group | Parent group if this is a sub-group. On Edit, you cannot select the group itself as its own parent. |
| Unit of Measurement | Default unit for items in this group. |

<b>View page fields</b>

ID, Parent Group, Unit, Status.

<hr class="doc-section-divider">

<h2 id="actions-status">Actions &amp; Status</h2>

<h3>View page toolbar</h3>

| **Action** | **Available when status is** |
|------------|------------------------------|
| Edit | All |
| Delete | All |
| Clone | All |

<h3>More menu (⋮)</h3>

| **Action** | **Available when status is** |
|------------|------------------------------|
| Activate | Suspended |
| Suspend | Active |
| Print | All |

<h3>Status</h3>

| **Status** | **Meaning** |
|------------|-------------|
| Active | Available for assignment to service items. |
| Suspended | Hidden from selection. Existing references remain. |

<hr class="doc-section-divider">

<h2 id="faq">FAQ</h2>

<p><b>Can I nest groups multiple levels deep?</b><br>Yes. Select a Parent Group when creating a sub-group. Use Expand All on the list to see the full hierarchy.</p>

<p><b>What happens if I suspend a group?</b><br>Existing service items linked to the group remain, but the group cannot be selected for new items.</p>

<p><b>What is the default Unit of Measurement on a group for?</b><br>It suggests a unit when creating service items in that group. You can still choose a different unit on each item.</p>

<p><b>Can I delete a group that has service items?</b><br>Delete may be blocked when items or child groups are linked. Reassign or suspend items first, or suspend the group instead of deleting it.</p>

<p><b>Can a group be its own parent?</b><br>No. On Edit, the group cannot be selected as its own Parent Group — this prevents circular hierarchy loops.</p>

<p><b>Does the group hierarchy affect reporting?</b><br>Groups classify items for browsing and filters. Service Enquiry and invoice reports use the item, not the group tree, for transaction detail.</p>

<p><b>Must group names be unique?</b><br>Yes. Each Service Group name must be unique across the company.</p>

<hr class="doc-section-divider">

<h2 id="related">Related</h2>

<ul>
<li><a href="#/service/service-items">Service Items</a> — assign a Service Group to each item.</li>
<li><a href="#/service/service-units">Service Units</a> — units linked to groups.</li>
</ul>