Creating and renaming services

Creating a service

1. 1

   In the Project View, click Add Service . The button sits at the bottom of the services and files panel.

2. 2

   In the Service Name dialog, type a name. The field has a red asterisk — it's required — and the placeholder is "Enter service name".

3. 3

   Click Add . The new service appears in the panel with its own empty upload zone.

Naming conventions worth using

There's no enforced format, but a few patterns work well for teams:

• By trade — Lighting, Small Power, Fire Alarm, Data, Containment.
• By revision — Rev A, Rev B, Rev C if you keep historical revisions inside the same project.
• By floor or phase — Ground, First, Roof, or Phase 1, Phase 2.

Pick one convention and stick with it across projects — it keeps the Service column in the Excel export and project marker summary consistent.

Renaming a service

1. 1

   Click Actions on the service header you want to rename.

2. 2

   Choose Rename .

3. 3

   The Service Name dialog opens — same dialog as creation, with a description below the title: "Descriptive name for the service." — and the existing name pre-filled.

4. 4

   Edit the name and click Save. (Or Cancel to back out without changes.)

The new name appears immediately on the service header, in the breadcrumb (if a file from this service is open), in the project marker summary, and in any Excel exports you generate from now on.

What renaming affects

• All files inside the service stay put — only the label changes.
• The breadcrumb segment updates instantly across every tab and editor.
• Existing Excel exports keep the old name in their Service column; only future exports use the new one.

Related

• Organising with services
• Clearing and deleting services
• Moving files between services