Managing Your Service Catalog

Why Your Service Catalog Matters

Your service catalog is the foundation of accurate pricing and consistent proposals. When every service has a defined name, description, and price, your team can create estimates and jobs without guessing or inconsistency — and customers always see the same professional presentation.

Opening the Service Catalog

Go to Settings → Services or tap Catalog in the navigation if it's enabled in your app layout.

Adding a Service

1. Tap + New Service.
2. Fill in:

• Service name — clear and customer-facing (e.g. "Air Conditioning Tune-Up").
• Description — what's included. This text appears on estimates and invoices.
• Category — group services by type (HVAC, Plumbing, Electrical, General). Categories help with filtering and reporting.
• Price type:
• Fixed price — a set amount (e.g. $149 flat for a tune-up).
• Hourly rate — charged per hour of labor.
• Price range — for services where cost varies (e.g. $200–$500 depending on scope).
• Quote required — no price shown; customer receives a custom estimate.
• Base price — your standard price (adjustable on individual jobs if needed).
• Estimated duration — used for scheduling and calendar blocking.
• Required skills — technicians without the listed skills won't be shown as options when this service type is selected.

1. Tap Save Service.

Organising by Category

Categories help your team find the right service quickly and give you cleaner reporting (revenue by service type).

Create categories in Settings → Services → Categories and assign them when adding or editing a service.

Editing Prices

Prices on existing services can be updated at any time. Changes apply to future jobs and estimates only — existing draft estimates are not affected.

Bulk price changes (e.g. a 5% price increase across all services) can be done via Settings → Services → Bulk Edit → Adjust by Percentage.

Deactivating vs. Deleting

Deactivate a service to hide it from the picker when creating jobs and estimates without losing historical data. Useful when you temporarily stop offering a service or introduce a replacement.

Delete a service only if you've never used it in a job or estimate — deletion fails if there are historical records linked to it.

Using Services in Jobs and Estimates

When creating a job or estimate, tap the Services field and select from your catalog. The service name, description, and price pre-fill automatically. You can always adjust the price for a specific job if needed.

Supplier Catalog

The Supplier Catalog (under Settings → Services → Suppliers) stores the products and parts available from your preferred suppliers. This is separate from your customer-facing services — it's your internal procurement reference. Technicians can look up supplier parts when ordering materials for a job.