Services Catalog

Required Role: OWNER, EMPLOYEE
Plan Required: STARTER

Set up and manage your services catalog with pricing, categories, and descriptions to streamline job creation and invoicing.

Overview

The Services Catalog is your library of services you offer. By setting up services in advance, you can quickly add them to jobs, estimates, and invoices without re-entering details each time.

Getting Started

Before setting up services, consider:

• What services do you offer?
• How do you price each service (flat rate, per square foot, hourly)?
• How do you want to categorize services?
• Do you have service packages? (see Service Packages)

Creating Services

Step-by-Step: Add a New Service

1. Navigate to Services Catalog in the sidebar

2. Click "New Service" or the plus icon

3. Fill in service details:

• Name: Service name (e.g., "Lawn Mowing", "Fertilization")
• Description: Detailed description of the service
• Category: Select or create category
• Service Type: Lawn Mowing, Landscaping, Tree Service, etc.
• Pricing: Configure pricing structure

4. Set pricing:

• Pricing Unit: Flat Rate, Hourly, Square Foot, Linear Foot, etc.
• Default Rate: Default price for this service
• Minimum Price: Minimum charge (optional)

5. Add additional details:

• Estimated Duration: How long service typically takes
• Notes: Internal notes about the service

6. Click "Save Service"

Service Information Fields

• Name: Service name (required)
• Description: What the service includes
• Category: Service category for organization
• Service Type: Type of service (Lawn Mowing, Landscaping, etc.)
• Pricing Unit: How the service is priced
• Default Rate: Standard price
• Minimum Price: Minimum charge
• Estimated Duration: Typical time to complete
• Notes: Internal notes

Service Categories

Organize services into categories for easier management.

Creating Categories

1. When creating or editing a service

2. In Category field, type new category name

3. Category is created automatically

4. Or go to Services page and manage categories separately

Common Categories

• Lawn Care
• Landscaping
• Tree Service
• Hardscaping
• Irrigation
• Pest Control
• Seasonal Services
• Maintenance
• Consultation
• Other

Pricing Structures

Configure how each service is priced.

Pricing Units

• Flat Rate: Fixed price regardless of size
• Hourly: Price per hour of work
• Square Foot: Price per square foot
• Linear Foot: Price per linear foot
• Per Plant: Price per plant
• Per Tree: Price per tree
• Monthly: Monthly recurring price
• Seasonal: Price for entire season

Setting Default Rates

1. When creating service, set Default Rate

2. This rate is used when adding service to jobs/estimates

3. Can be overridden for specific customers or properties

4. Update default rate as needed

Property-Specific Pricing

Set custom pricing for specific properties:

1. Go to customer property details

2. Navigate to "Pricing" section

3. Add custom price for service

4. This overrides default rate for this property only

Related: See Customer Management for property pricing

Using Services

Adding Services to Jobs

1. When creating or editing a job

2. Click "Add Service" or select from Services dropdown

3. Service details are populated automatically

4. Adjust quantity and rate as needed

5. Save job

Related: See Job Scheduling for job creation

Adding Services to Estimates

1. When creating or editing an estimate

2. Click "Add Line Item" or select service

3. Service details populate

4. Adjust as needed

5. Save estimate

Related: See Estimates for estimate creation

Adding Services to Invoices

1. When creating or editing an invoice

2. Click "Add Line Item" or select service

3. Service details populate

4. Adjust as needed

5. Save invoice

Related: See Invoicing for invoice creation

Managing Services

Editing Services

1. Go to Services Catalog

2. Click on service name

3. Click "Edit" button

4. Update any fields

5. Click "Save"

6. Note: Changes affect future uses, not existing jobs/invoices

Duplicating Services

1. Open service detail page

2. Click "Duplicate" or menu option

3. New service created with same details

4. Edit as needed

5. Save

Archiving Services

1. Open service detail page

2. Click "Archive" or "Deactivate" button

3. Service is hidden from active list

4. Can be reactivated later

5. Existing jobs/invoices using service are not affected

Deleting Services

1. Open service detail page

2. Click "Delete" button

3. Confirm deletion

4. Note: Cannot delete services used in existing jobs/invoices

5. Only OWNER can typically delete services

Service Packages

Create bundled services for common combinations.

1. Go to Service Packages
2. Create package with multiple services
3. Set package price (may be discounted)
4. Use package in estimates and jobs

Related: See Service Packages for detailed information

Common Tasks

Searching Services

1. Go to Services Catalog page

2. Use search bar at top

3. Type service name or description

4. Results filter in real-time

Filtering Services

Use filter bar to filter by:

• Category
• Service Type
• Pricing Unit
• Active/Archived status

Exporting Services

1. Go to Services Catalog page

2. Click "Export" button

3. Choose format (CSV, Excel)

4. File downloads with all service data

Troubleshooting

Service not appearing in dropdown

• Check status: Ensure service is active (not archived)
• Refresh page: Try refreshing the page
• Verify category: Check if filters are hiding service
• Check permissions: Verify your role has access

Pricing not calculating correctly

• Check pricing unit: Verify pricing unit is set correctly
• Review rate: Ensure default rate is entered
• Check quantity: Verify quantity is set when adding to job/invoice
• Property pricing: Check if property-specific pricing is overriding

Can't delete service

• Check usage: Service may be used in existing jobs/invoices
• Verify permissions: Only OWNER can typically delete
• Archive instead: Consider archiving instead of deleting

Service details not populating

• Refresh page: Try refreshing and adding again
• Check service: Verify service is saved correctly
• Clear cache: Clear browser cache and try again

Category not saving

• Check format: Ensure category name is valid
• Refresh: Try refreshing page
• Verify permissions: Check your role allows category creation

Related Articles

• Job Scheduling - Using services in jobs
• Estimates - Using services in estimates
• Invoicing - Using services in invoices
• Service Packages - Creating service bundles
• Customer Management - Property-specific pricing

Best Practices

1. Set up early: Create services catalog before creating many jobs
2. Be specific: Use clear, descriptive service names
3. Organize with categories: Use categories to group related services
4. Set accurate pricing: Keep default rates current
5. Use pricing units: Choose appropriate pricing unit for each service
6. Document services: Add descriptions so team understands what's included
7. Review regularly: Periodically review and update services
8. Archive unused: Archive services you no longer offer
9. Create packages: Bundle common service combinations
10. Keep it simple: Don't create too many similar services