Creating a New Service

Creating a service in Portmasters allows you to add offerings to your company’s service catalog.

Step-by-step process

1. Navigate to the Manage section and click on the Services tab.
2. Click the + New Services button in the top right corner.
3. The New Service dialog will appear.

Required field

Name

• Enter the name of the service you want to offer.
• Use clear, descriptive names that indicate what the service provides.
• Examples: Freight, THC, Documentation, B/L, POL Truck, POD Truck.
• Service names should be meaningful to both operators and customers.

Preview and confirm

After clicking See the preview, you’ll see a summary of the service:

• The service name you entered.

The preview dialog shows a confirmation of the service details.

Final actions

• Click Edit to go back and make changes.
• Click Save to add the service to your catalog.

Once saved, the new service will appear in the Services list and be immediately available for use in invoicing.