# Service Units

<p class="doc-lead">Service Units define how services are measured — by Hour, Visit, Job, Day, or any custom unit. Every service item must be linked to a unit. Units can be base units or derived from a base unit with a conversion factor.</p>

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

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

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

Go to <b>Service → Service Units</b>.

<img src="service/images/service-unit.webp" alt="Service Units list" loading="lazy">

<b>List columns</b>

| **Column** | **Shows** |
|------------|-----------|
| Id | Internal reference number. |
| Name | Full unit name (e.g. Hour, Visit). |
| Short Form | Abbreviation (e.g. HR, VS). |
| Decimal Point | Number of decimal places allowed for quantity. |
| Base Unit | Parent base unit, if this is a derived unit. |
| Status | Active or Suspended. |

<b>Quick filter tabs</b>

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

<b>Advanced Filters</b>

Name, Base unit, Status (Active / Suspended), Created Date.

<b>List actions</b>

| **Action** | **Description** |
|------------|-----------------|
| New | Create a new unit (opens in a modal). |
| Edit | Open for editing. |
| Delete | Remove selected units. |
| View | Open detail view. |
| Export | Excel export when permitted. |

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

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

<ol>
<li>Go to <b>Service → Service Units</b> → <b>New</b>.</li>
<li>Enter <b>Name</b> and <b>Short Form</b>.</li>
<li>Check <b>Is base Unit</b> if this is a standalone base unit, or leave unchecked and select a <b>Base Unit</b> and <b>Multiply by</b> factor.</li>
<li>Set <b>Decimal Point</b> for quantity precision (default 0).</li>
<li>Click <b>Save</b>.</li>
</ol>

<img src="service/images/new-srv-unit.webp" alt="New Service Unit" loading="lazy">

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

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

| **Field** | **Description** |
|-----------|-----------------|
| Name * | Full unit name. Required. Must be unique. |
| Short Form * | Abbreviation. Required. |
| Decimal Point | Number of decimal places for quantity precision. Default: 0. |
| Is base Unit | Checkbox — this unit is a base unit (not derived from another). |
| Base Unit | Parent base unit. Shown only when Is base Unit is unchecked. Lists active base units only. |
| Multiply by | Conversion factor relative to the base unit. Shown only when Is base Unit is unchecked. |

<p>When <b>Is base Unit</b> is checked, Base Unit and Multiply by are cleared and hidden.</p>

<b>View page fields</b>

ID, Short Form, Decimal points, Is Base Unit, Base Unit, Multiply by, Status.

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

<h2 id="default-units">Default Units</h2>

The system includes pre-defined service units that ship in a <b>Suspended</b> state. Activate only the units your organization uses:

<ol>
<li>Select the unit from the list.</li>
<li>Click the three-dot menu → <b>Activate</b>.</li>
</ol>

<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 and use in transactions. |
| Suspended | Hidden from selection. Existing references remain. |

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

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

<p><b>What is a derived unit?</b><br>A unit that converts to a base unit using a multiplier — for example, "Day" derived from "Hour" with Multiply by = 8.</p>

<p><b>Why are default units Suspended?</b><br>So you activate only the units relevant to your business. Use the three-dot menu → Activate on each unit you need.</p>

<p><b>Can I change a unit after it is used in transactions?</b><br>You can edit name and short form. Suspending prevents new use but does not affect existing transaction lines.</p>

<p><b>What is the difference between a base unit and a derived unit?</b><br>A base unit stands alone (Hour, Visit). A derived unit converts to a base unit using <b>Multiply by</b> — for example, Day = 8 × Hour.</p>

<p><b>Can I delete a unit used on service items?</b><br>Delete may be blocked when the unit is assigned to items or appears on transaction lines. Suspend the unit to hide it from new selections.</p>

<p><b>Do I need to activate every default unit?</b><br>No. The system ships common units as Suspended. Activate only the units your business uses — Hour, Day, Job, and so on.</p>

<p><b>Can the same unit name exist twice?</b><br>No. Unit names must be unique. Use the short form field for abbreviations shown on transaction lines.</p>

<p><b>Does changing Multiply by on a derived unit affect old transactions?</b><br>No. Existing lines keep the quantity and unit recorded at transaction time. The multiplier applies when selecting the derived unit on new lines.</p>

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

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

<ul>
<li><a href="#/service/service-items">Service Items</a> — each item requires a unit.</li>
<li><a href="#/service/service-groups">Service Groups</a> — groups can have a default unit.</li>
</ul>