Services & pricing

Build your service catalog and apply prices to the work.

5 articles

• Add a Service →ServiceVisit lets you add a service to your catalog, the list of what you sell. You would add one when you want a type of work to be bookable without anyone re-entering the same details each time.
• Apply pricebook items to line items →Your pricebook holds the services and items you sell. Applying one means adding it to a line item on an estimate, an invoice or a Work Order, instead of typing the description and price by hand. The…
• Edit a Service →ServiceVisit lets you change a service in your catalog after it has been created. You would use it to correct a detail, adjust what the service includes, or attach a work plan to it, including…
• Publish a Service →ServiceVisit lets you control whether a service is visible to customers. A new service starts unpublished, and publishing it makes it visible on the surfaces customers use. You would publish once the…
• View Your Services →ServiceVisit keeps a catalog of the services you sell, and this lets you see it. You would open it to check what customers can book and what your team schedules, and to read the details of a single…