Refresh Services Hub_
Designed to quickly realign service items on an Opportunity with the correct schedule, chargeable days, pricing, and costs without manually editing each service line one by one.
It pulls timings directly from the Opportunity schedule and lets you apply them consistently across selected services, saving a huge amount of time after date or schedule changes.
How it works
Refresh Services Hub scans the current Opportunity and loads all Service items.
It pulls available schedule points from the Opportunity, including:
Opportunity start / end
Prep
Load
Delivery
Setup
Show
Takedown
Collection
Unload
De-Prep
You choose which schedule points define the start and end of the service shift.
For each selected service, the hub can:
Update start and end times
Recalculate chargeable days based on the selected shift window
Keep existing pricing or update pricing from the service catalogue
Optionally update cost prices, including member day costs for allocated resources
All updates are applied safely via the API and (where required) background form submissions.
What it updates
Depending on your choices, Refresh Services Hub can update:
Start & end times
Based on Opportunity scheduling or manual override
Chargeable days
Automatically calculated from the selected shift window, or manually set
Sell price
Pulled from the service catalogue based on the service rate type
(day / hour / distance / flat)
Discounts
Existing discounts are preserved unless pricing is refreshed
Cost prices
From the service catalogue or
From the allocated resource’s member day cost (optional)
How to use it
Open an Opportunity.
In the Actions panel, click Refresh Services Hub_.
Wait while the hub scans service items.
Choose your Start Shift and End Shift sources:
Use Opportunity schedule points
Or manually override the date/time
(Optional) Enable Adjust chargeable days to auto-calculate days.
Choose your pricing option:
Keep original pricing
Update to current pricing
(Optional) Enable Update allocated resource cost from member day cost.
Select the services (or service groups) you want to update.
Click Start.
Watch progress and logs update in real time.
💡 Why it’s useful:
Refresh Services Hub saves time when service dates, timings, or schedules change. It removes the need to manually edit each service line, reduces missed chargeable days and pricing errors, and keeps services aligned with the Opportunity schedule. You stay in control at every step only the services you select are updated, and nothing changes unless you start it.
