Help Centre

How to add a service

Felix requires vendors to provide at least one service per organisation. It is important to list services on your account so that organisations have accurate information to match to when issuing RFQs or searching for a specific service provider.


Tip:  You can learn more about what services are and how they are used by reading our guide; Introducing services.

Add a new service

To add a new service:

  1. Click on the Add Service button in the upper-right corner of the page
  2. Select the appropriate panel from the drop-down menu
  3. (Optional) Use the Filters drop-down menu to filter by service type
  4. Select the relevant services you would like to add to your account by checking the box beside the service category
  5. (Optional) Use the drop-down menu provided if you wish to also add this service to another panel     
  6. Click the Add Services button
  7. (Optional) Click the Manually Set Terms button if you wish to manually enter the service terms of the hire equipment otherwise click the Continue button to automatically use the maximum availability and/or contract value.


Tip:  The Also add to: drop-down menu will only appear if the selected service has also been allowed on another panel you are registered against.


Tip:  You will only be allowed to add one service from the same sub-category unless it is a hire equipment service. Hire equipment services can be duplicated to allow multiple entries from the same sub-category.

Setting service terms

Depending on which service categories you have added to your account you may be asked to set the service terms for an item.

To manually set the service terms for a service:

  1. Click the Manually Set Terms button in the pop-up that appears when adding the service to your account
  2. Use the slider to select the minimum and/or maximum service terms for your equipment
  3. (Hire Equipment Only)Use the checkboxes provided to indicate if this service is available for Dry Hire and/or Wet Hire
  4. Click the Add Services button

Add an existing service to a new panel

To make an existing service available to a new panel:

  1. Locate the service you wish to make available to a new panel
  2. Hover over the more icon beside the relevant service
  3. Select Edit from the drop-down menu
  4. Navigate to the Service Availability section of the page
  5. Check the box beside the panel/s that you wish to make this service available to     
  6. Click the blue Save button


Tip:  If you are unable to check the box beside a panel it means that the organisation has not allowed this service to be added to the panel. You will be required to add a new service for this panel and select from the categories that have been allowed by the organisation.


Warning:  This must be repeated for each exising service you wish to add to a new panel. Services that haven't been associated with a panel will not display for organisations or standard rates submission.

How to duplicate a service

To duplicate a hire equipment service:

  1. Locate the relevant service you wish to duplicate
  2. Hover over the more icon beside the relevant service
  3. Select Duplicate from the drop-down menu
  4. Edit the service details as required
  5. Click the Save button at the bottom of the page


Warning:  You will only be able to duplicate services belonging to the hire equipment service type. You will not be able to duplicate services belonging to the trades or products service types.

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