With the introduction of Service Categories, all companies using Spectora have the ability to categorize their services and add-ons, making it easier to organize offerings and enhance business reporting. This new feature helps streamline your service management and provides clearer insights into your business, allowing you to better understand your performance and growth.
With service categories, you'll be able to filter your metrics/data exports to include/exclude specific service categories in the data, to help you collect more specific info!
Why Use Service Categories?
Why Use Service Categories?
Having service categories in Spectora benefits your business:
Improved Organization: Easily group related services for better internal management.
Enhanced Reporting: Use categories to generate more specific business reports, helping you track trends and revenue streams.
Filter which messages send based on Service Category (Advanced Only): You can use Service Categories as rules when creating/editing Actions now simplifying the configuration.
Setting Up Service Categories
Setting Up Service Categories
We pre-load several service categories for you, but you can create your own categories with the steps below:
💡 Quick tip: Click on the video above to expand it in another window.
Click "Settings"
Click "Services & Fees"
Click "Service Categories"
Click "Add Service Category"
Enter a name for your category
Select the service type from the dropdown menu
Add a description for the service category if you'd like
Click "Confirm"
Assign Services to a Category
Assign Services to a Category
You can easily add each of your existing services to a service category! The steps below will show you how:
💡 Quick tip: Click on the video above to expand it in another window.
Click "Settings"
Click "Services & Fees"
Click on a service to expand it
Click "Service Category" to open a dropdown menu
Select the category from the menu
❇️ Pro-tip: You can select a service category for each of your add-ons too!
Using Service Categories
Using Service Categories
Service categories allow for the grouping/categorization of certain services for ease of reporting - currently just via the Custom Data Export as an included Data Selection and/or Filter
Once you’ve set up service categories, they’ll be visible in your reporting tools.
Editing or Removing Categories
Editing or Removing Categories
If you need to make changes to your categories:
Edit a Category: In the Service Categories tab, click the "edit" button to the right of the category name to rename it or update its details.
Remove a Category: Click the arrow icon next to a category, then click "delete." Note that any services assigned to this category will remain but will no longer be categorized.
🔴 Service categories are required for new or edited services or add-ons. You'll notice a red asterisk indicating this is a required field.
Tips for Effective Service Categories
Tips for Effective Service Categories
Be Clear and Consistent: Use intuitive names for your categories to ensure your team easily understands them.
Keep It Simple: Avoid creating too many categories—group similar services together for better usability.
Review Regularly: As your business evolves, revisit your service categories to ensure they reflect your current offerings.
Frequently Asked Questions
Why is this required?
This was done with Inspectors in mind! Service categories make it easier to group related services for better internal management.
Service categories generate more specific business reports, helping you track trends and revenue streams.
If I never set up Service Categories will my current Services and Add-ons need this done?
When you edit an existing service or add-on you'll then be required to fill out the service category. Spectora will auto-populate service categories for as many services and add-ons as possible that do not currently have a service category set. We will not overwrite any existing services or add-ons that already have associated service categories. However, you can still modify any auto-populated service category as needed.
If you have any questions or feedback, write into our chat bubble or email support@spectora.com!
