Making It Click: The New Services & Deliverables Experience

Get an inside look at the new Services and Deliverables experience in Practifi.

Watch this Power Session to see the Mencia release’s reworked Services and Deliverables experience in action. Bre Lenner and Erik Boudreault build a brand-new Service from scratch, walking through where servicing lives now, how to configure schedules and due dates, and how the live preview helps you validate everything before saving.

You’ll also see the new reminder controls and Save and Sync model in action, so you can understand exactly what will change, when it will change, and which clients those updates will impact.

By the end of this recording, you’ll see how to:

• Create a new Service from its new home in Settings > Entity Management > Service Types
• Configure due dates using the guided Deliverable builder and live schedule preview
• Build client-anchored, calendar-anchored, and fulfillment-limited schedules
• Manage reminder controls, auto-created task types, and lead-time settings
• Use Save, Save and Sync, and force re-sync to confidently manage changes across clients