Consultants on Otechie can have one or more services that they offer prospective clients. A checkout screen to review and confirm selection of these services can be linked to directly or they can be accessed from your profile page. Services are specific actions, deliverables or value that consultants offer to prospective clients. Services can have upfront fees and ongoing rates associated with them that are shown at checkout. Once a client completes checkout for a service, they will be redirected to a conversation with you.

Creating Services

Services can be created by going to Settings > Profile Page > Add Service. Every service has a name, url, description and optionally an upfront fee and displayed ongoing rate. If your service has an upfront fee, clients will have to enter a credit card during checkout and will be billed before the conversation begins. Ongoing rates are just for display purposes. You can edit and delete services by going to Settings > Profile Page and clicking on the three dots on the service card you wish to modify.

Completing a Service and Ongoing Relationships

Once you have completed providing a service to a client you can go to the Invoicing Sidebar, select the service and mark it completed. This will create a conversation event marking the service complete and generate a transaction in your balance if the service had an upfront fee. After the initial service is completed, the client can purchase more services or continue the relationship in a more free form manner. You can continue to use Otechie to facilitate communication and use its invoicing feature to bill this work as you see fit.

Why Services?

Services are used on Otechie because they provide discrete descriptions of value that a consultant can offer a prospective client; experts of a subject are likely also singular experts of how their knowledge can provide value to clients. Services also clearly indicate that the consultant wants to be contacted in this context, for example it may not occur to prospective clients that an open source mantainer would want to review their code. Providing a service can also serve as an effective segue into longer work contracts.

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