Managing your service catalog

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What is the service catalog?

Your service catalog is a collection of reusable service templates that you offer to customers. Instead of entering service details from scratch every time you create a new customer service, you can select a template from your catalog that pre-fills the name, description, pricing, billing type, and service frequency. Think of your service catalog as your menu of services. When you set up a new customer, you simply choose from this menu rather than typing everything out each time.

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Why use service templates?

Service templates save time and ensure consistency:

• Faster customer setup - Select a template instead of typing service details each time
• Consistent pricing - Ensure the same service has the same starting price for all customers
• Professional descriptions - Write your service descriptions once, use them everywhere
• Easy price updates - Change your prices in one place for future customers

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Viewing your service catalog

To see all your service templates, click Services in the sidebar (under Business). This opens your My services page — a list of every service you offer, under a reminder of what a template does for you: Set it up once, use it on every job. Each service template drops your price, schedule, and billing straight into a quote. Add more whenever you need them. Each row shows:

• The service name
• A short description and how often the work happens, on one line — for example Skim, vacuum, brush walls, test & balance chemicals · Weekly
• A price badge on the right with your starting price. Recurring services read $50 / visit; one-time services show just the amount
• For a service you haven’t priced yet, the price badge is replaced by a line of guidance — for example Most pros charge $45–$55 per visit for a small lot. — on the services ProBase has a reference range for

Tap any row to open it. Services that already have a price open to their details page; services that still need a price take you straight to the edit form with the price field ready for you to type (see Pricing your services below). If you haven’t created any services yet, you’ll see an empty state with a button to add your first service.

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Pricing your services

A starting price makes a template ready to drop straight into a quote or job. The My services page makes it easy to spot and fix any that are still missing one.

• Services with a price show a dark badge with the amount — $50 / visit on recurring work, or just the amount on a one-time service.
• Services without a price show no badge. Where ProBase has a reference range for that kind of work, the row shows it instead — Most pros charge $45–$55 per visit for a small lot. — so you have a starting point rather than a blank.

When one or more services still need a price, a reminder banner appears at the top of the list — for example, “2 of 3 services need a price. Tap any service to set yours.” Tap any unpriced service and ProBase takes you straight to its edit form with the price field already selected, so you can type the amount and save without hunting for the field. As you price your services, the banner counts down — “1 of 3 services still needs a price” — and disappears once every service has a price.

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Searching your catalog

If you have many services, use the search bar at the top to filter by name or description. Before you type, the list shows every service in your catalog. As you type, the list updates automatically to show only matching services. For example, searching for Pool narrows the list to your pool-related services and hides everything else. Clear the search box to bring back the full list, or type a different term to filter again — searching for Hedge shows just your hedge service.

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Filtering by trade

If trades (industries) are enabled for your account, each service shows a small colored trade chip, and a row of filter chips above the list lets you narrow the catalog to a single trade with one tap. Each chip shows how many services it covers. Tap a chip to show only that trade’s services. To go back to the full catalog, tap the All chip — it highlights and the catalog shows every service again. See Industries (trades) for the full feature.

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Browse services to add

Rather than typing every service from scratch, you can pick from a ready-made gallery of common services for your trade. Scroll to the bottom of My services and you’ll see a Browse services button with a count of what’s left — for example 15 more lawn services ready to add. Once you’ve added everything the gallery offers, the button is replaced by a confirmation — You’ve added every lawn service — there’s nothing new to browse — and opening the gallery shows a You’ve added everything message with a link back to My services. Archiving a service doesn’t put it back in the gallery, so a service you removed on purpose won’t keep resurfacing.

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Creating a new service template

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Viewing service template details

Tap any service in your catalog to open its details page. Under the service name is a reminder of what you’re looking at — This is a template. Use it in a quote or job, and it fills in the name, schedule, and billing for you. — and an Edit button sits in the header. The page is laid out in four parts:

• Schedule & billing — the settings you actually tweak, as rows: How often, Time on site, Billing, and Type (Job or Assessment, with a one-line explanation). Tap any row except Type to jump straight to the edit form — the header notes Tap a row to change it
• Price — marked Optional. See The Price section below
• Where this template shows up — three lines spelling out what the template does for you: Quotes & proposals — one tap to add this line, Jobs — schedules the weekly visit (worded to match this template’s frequency), and Billing — charged per visit (or recurring monthly charge on a subscription)
• Description — your own description, when you’ve written one

A template that your business has used more than any other in the last 30 days also wears a Most used badge next to the name. For subscription templates, the Billing row reads Subscription with the interval alongside it — for example Subscription · monthly:

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The Price section

A starting price is optional, and the Price section says so:

• With a price — the amount is shown with Used as the starting price on quotes and jobs, and a Change default button opens the edit form.
• Without a price — the section reads You price this on each quote with an Add default button.

Either way, where ProBase has a reference range for that kind of work, the Most pros charge … guidance sits underneath — so you can sanity-check the price you’ve set, or use it as a starting point if you haven’t set one. Tapping Add default (or Change default) opens the edit form scrolled to the Starting price field with your cursor already in it, so you can type the amount and save. Job and Assessment templates display their type clearly:

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Editing a service template

To update a service template:

1. Go to Services in the sidebar (under Business)
2. Click on the service to view its details
3. Click Edit to open the edit form
4. Make your changes
5. Click Save to update the template

You can also open the edit form straight from a row on the details page — tap How often, Time on site, or Billing under Schedule & billing, or Add default / Change default under Price. Common edits include:

• Updating prices - Adjust your pricing based on market conditions
• Improving descriptions - Add more details about what’s included
• Changing billing types - Switch between per-service and subscription billing
• Updating duration estimates - Fine-tune scheduling times

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Archiving a service template

If you no longer offer a service, you can archive it to remove it from the catalog. Archiving lives on the Edit screen so destructive actions stay alongside other modifications to the template.

1. Go to Services in the sidebar (under Business)
2. Click on the service to view its details
3. Click Edit to open the edit form
4. Scroll down past the form and click Archive Service
5. Confirm the action in the modal — a subheading reminds you that archived services will no longer appear in your services

After archiving:

• The service is removed from your catalog list
• It no longer appears when creating new customer services
• Existing customer services using this template are not affected

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Using templates when creating customer services

When you create a new job — or a new quote — for a customer through the Quick Actions menu or directly on a property, the wizard asks you to start from one of your saved services:

1. In the job wizard, the Select a Service step lists your catalog one service per row, with a Search services… box at the top. In the quote builder, the same choice appears as Start from one of your services — a card per service, with a See all link to reveal the full list.
2. Either way, the service you’ve picked most in the last 30 days sits at the top badged Most used — in the quote builder it’s already selected when the step opens.
3. Picking a service fills in:
   • Service name and description
   • Price (if you set a starting price on the template)
   • Billing type and interval
   • Service frequency
   • Industry (the trade the template belongs to)
4. You can still change any of those fields before you save — the wizard groups the ones worth double-checking in a Confirm for this job section, with the price front and center.
5. Or pick Custom service — Type the details yourself — nothing saved to your catalog — to start from scratch. Nothing you type there is added to your catalog.

This makes customer setup much faster while maintaining consistency across your business.

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Working with assessments

When a customer needs an on-site look before you can price the work:

1. Start an assessment — tap Add on the Assessments screen, or New Assessment in the Quick Actions + menu
2. Pick the customer and property, then either ask the customer for photos or book an on-site visit
3. After the visit, tap Complete visit, write your private notes, and choose Complete and create quote to open a draft quote right away (or Complete — quote later to price it another time)
4. Build the quote — your notes, the customer’s words, and any photos ride along under Context from Assessment — then send it to the customer
5. When the customer accepts, the quote automatically creates an active job and schedules the first appointment

This workflow helps you assess work before providing firm pricing. See Working assessments for the full lead-to-quote workflow, and Managing quotes for the quote side.

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Adding checklists to a service

You can attach a checklist to a service so your crew captures the same details — chemistry readings, completed tasks, photos, a customer sign-off — on every job for that service. Open a service and scroll to the Checklists section, then tap the add button to pick a checklist from your library. See Attaching checklists to services for the full flow, and Checklists overview to learn what checklists can do.

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Common service catalog examples

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Lawn Care

• Weekly Lawn Mowing (Per Service, Weekly)
• Bi-weekly Maintenance (Per Service, Bi-weekly)
• Monthly Lawn Care Plan (Subscription Monthly, Weekly service)
• Spring Cleanup (Per Service, One-time)
• Fall Cleanup (Per Service, One-time)
• Mulch Installation (Per Service, One-time)

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Pool Cleaning

• Weekly Pool Cleaning (Per Service, Weekly)
• Monthly Pool Care Plan (Subscription Monthly, Weekly service)
• Filter Cleaning (Per Service, One-time)
• Green Pool Recovery (Per Service, One-time)
• Pool Opening/Closing (Per Service, One-time)

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Tips for organizing your catalog

• Use clear, descriptive names - “Weekly Lawn Mowing” is better than “Mowing”
• Write detailed descriptions - Include what’s included and what’s not
• Set realistic duration estimates - Helps with route planning and scheduling
• Archive unused services - Keep your catalog clean and focused on current offerings
• Search frequently - Use the search bar to quickly find the right template

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Next steps

• Create a job using your service templates
• Understand billing types to choose the right option
• Add your first customer and assign services