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Services: How to Organize the Base Catalog of the Operation in Diamond Operations Pro

The "Services" module allows you to manage the main categories or groupings that are part of the company’s operational catalog in Diamond Operations Pro. This module helps maintain an organized structure so other modules can use consistent information when creating jobs, configuring activities, publishing options in the booking engine, or generating reports by service type. A well-organized catalog helps prevent duplicates, reduces confusion, and makes it easier for the team to work with the same names and criteria.

Before you start
  • Clarify whether the company offers the service.
  • Will this service be used for jobs, reservations, or reports?
  • Verify if the service does not exist.

What a service represents

A "service" works as a base category within the operation.

It can represent a line of work, a service family, or a general classification that is later used in other system processes.

For example, a company could have services such as:

  • "Residential cleaning"
  • "Commercial cleaning"
  • "Maintenance"
  • "Repairs"
  • "Inspections"
  • "Special services"

These names should be clear, general, and easy for the team to recognize.

What this module is used for

The "Services" module is used to keep the company’s base catalog organized and available for other modules.

It can help with:

  • Creating an initial service structure.
  • Organizing the operational offering.
  • Avoiding duplicate or confusing names.
  • Maintaining consistency across jobs, activities, and bookings.
  • Preparing information for reports.
  • Adjusting the catalog when the company’s services change.

Although it may seem like a simple module, its configuration can affect how the operation is organized in several parts of the system.

Who should manage services

This module should be managed by users who understand the company’s operational offering and have permission to modify settings.

It can usually be used by:

  • Administrators.
  • Owners.
  • Operations managers.
  • Users responsible for configuring the catalog.
  • Staff responsible for preparing services for bookings or reports.

It is not recommended that any user create or edit services without prior review, as this can create duplicates or affect the organization of other modules.

When to use the "Services" module

Use this module when you need to adjust the base structure of the catalog.

Common cases include:

  • When the operation is being configured for the first time.
  • When the company adds a new service category.
  • When an existing service needs to be renamed.
  • When the operational catalog is reorganized.
  • When jobs need clearer classification.
  • When the booking engine requires consistent services.
  • When reports are prepared by service type.
  • When there are duplicate services or unclear names.

Difference between services and activities

Services and activities may seem similar, but they have different purposes within the system’s organization.

Service
Represents a base category or general catalog grouping.

Activity
Represents a more specific operational task that may depend on the catalog structure.

Example:

A service could be "Residential cleaning".

Within that service, activities could be more specific tasks such as:

  • "Deep cleaning"
  • "Recurring cleaning"
  • "Move-out cleaning"
  • "Window cleaning"

In practical terms, the service helps organize the catalog, and the activity helps define concrete operational tasks.

Important concepts

Service
Base category or service used to organize the operation.

Activity
More specific operational task or service that can be related to the catalog.

Catalog
Organized list of available services for the company.

Cross-module use
Information that can be reused across several system modules.

Booking engine
Tool that can use the catalog to show service options to clients or users, depending on the company’s configuration.

Main Services screen

The main "Services" screen shows the services configured in the system.

From this screen, depending on the user’s permissions, you can:

  • Search existing services.
  • Create new services.
  • Edit services.
  • Delete services.
  • Review names and descriptions.
  • Confirm which services are part of the current catalog.

This screen helps keep the catalog organized before users create jobs, configure activities, or publish services in other modules.

How to create a service

  1. Open the "Services" module from the main menu.
  2. Select the action to create a service.
  3. Enter a clear and recognizable name.
  4. Add a description or required information, if applicable.
  5. Check that the name does not duplicate another existing service.
  6. Save the service.
  7. Confirm that it appears correctly in the list.

After saving it, the service may become available for other modules, depending on the system configuration.

How to choose a good service name

The service name should be easy to understand and general enough to be used as a category.

Recommendations:

  • Use clear names.
  • Avoid internal abbreviations that other users may not understand.
  • Do not create unnecessary variations of the same name.
  • Use the language defined by the company for its operation.
  • Keep a consistent structure across all services.

Recommended example:

"Residential cleaning"

Examples that may cause confusion:

  • "Cleaning"
  • "Cleanings"
  • "Cleaning service"

If they all mean the same thing, it is best to keep a single name and avoid duplicates.

How to edit a service

  1. Search for the service in the list.
  2. Open the edit action.
  3. Update the name, description, or necessary information.
  4. Review whether the change may affect activities, jobs, the booking engine, or reports.
  5. Save the changes.
  6. Verify that the updated service displays correctly.

Before changing a service name, confirm that the new name is correct for every place where it is used.

When to be careful editing or deleting services

Editing or deleting services can affect information used in other modules.

Be especially careful if the service:

  • Has already been used in previous jobs.
  • Is related to activities.
  • Appears in the booking engine.
  • Is used for reports.
  • Is part of an active operational structure.
  • Has associated history.

If a service already has historical use, check with an administrator before deleting it. In some cases, it may be better to make it inactive or rename it in a controlled way, depending on the options available in the system.

Use of services in other modules

Services can serve as the base for organizing information in different modules.

Jobs

Services help classify jobs according to the type of operation performed.

Activities

Activities can rely on the service structure to define more specific tasks.

Booking engine

The service catalog can help display consistent options when receiving requests or bookings.

Reports

Services allow information to be analyzed by service type, category, or operational line.

Keeping services well defined improves the quality of information across all these modules.

Best practices for keeping the catalog clean

To avoid confusion in the catalog:

  • Use general names that are easy to recognize.
  • Avoid creating duplicate services.
  • Review the catalog before adding a new service.
  • Keep services aligned with what the company actually offers.
  • Do not mix general categories with overly specific tasks.
  • Review services before configuring the booking engine.
  • Define a naming convention.
  • Delete or adjust services only after reviewing their use.
  • Keep the list simple and easy to manage.

A simple catalog is often more useful than one with too many variations.

Common issues

I do not know the difference between service and activity

Use "Service" as the base catalog category and "Activity" as a more specific operational task.

If you are creating a general classification, it probably belongs under "Services".
If you are creating a concrete task performed within the operation, it probably belongs under "Activities".

There are duplicate services

Compare the services before deleting any of them.

Review:

  • Whether they mean the same thing.
  • Whether one has already been used in jobs.
  • Whether they are related to activities.
  • Whether they appear in reports.
  • Whether they are used in the booking engine.

If a service already has history, validate with an administrator before deleting it.

A service does not appear in another module

Confirm the following:

  • The service was saved correctly.
  • The related module uses services and not activities.
  • You have permission to see that service.
  • No filters are hiding the information.
  • The service is configured correctly.

I cannot create or edit services

Your role may not have enough permissions.

Check with an administrator to confirm whether you can modify the catalog or whether the change must be made by an authorized user.

The catalog has too many options

Review whether there are duplicate services, similar names, or categories that should be merged.

A catalog with too many options can cause errors when creating jobs, configuring activities, or reviewing reports.

Expected result

By the end, the user should be able to:

  • Create base services to organize the operation.
  • Edit existing services in a controlled way.
  • Maintain a clean and consistent catalog.
  • Avoid duplicates or confusing names.
  • Understand the difference between services and activities.
  • Prepare services for jobs, activities, the booking engine, and reports.
  • Manage the catalog in an organized way within Diamond Operations Pro.