> ## Documentation Index
> Fetch the complete documentation index at: https://docs.probaseapp.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Managing your service catalog
> Create and manage reusable service templates
## 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.
## 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
When you create your account, ProBase automatically creates industry-specific service templates based on your industry selection (lawn care, pool cleaning, etc.). You can use these as-is, customize them, or create your own.
## 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](#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.
## 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.
You can dismiss the reminder banner with the **×** button if you'd rather price your services later — it won't get in your way. You can still price any service at any time by tapping it.
## 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.
## 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)](/getting-started/industries) for the full feature.
## 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*.
The gallery is available for **lawn** work today. If your business doesn't do lawn work, the **Browse services** button doesn't appear and you add services with **Add service** instead.
Tap **Browse services**. The gallery lists every service for your trade that isn't already in your catalog, each with a plain-language description, how often the work usually happens, and a price range to guide you — for example, *Aeration — Perforate soil to improve air, water, and nutrient flow · One-time. Most pros charge $230–$300.*
Use the search box at the top to find a service by name, or tap **Back** (or **Done**) to return to My services.
Tap a service to open the **Add your service** form with the name, description, frequency, billing, and time on site already filled in from the gallery. Everything is editable — change any of it to match how you actually work.
The price is deliberately left for you, with the reference range shown under the field so you have a starting point.
Tap **Save**. ProBase confirms *Service created successfully* and opens the new template's page. It's now part of your catalog, it drops out of the gallery, and the remaining count on My services goes down by one.
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.
## Creating a new service template
Go to **Services** in the sidebar (under Business), then click **Add service** in the page header (or in the empty-state card if your catalog is empty).
The form is headed **Add your service**, with a reminder of what you're building: *This is a template — set it up once and it fills in every quote, job, and invoice for this service.*
Fill in the service details:
* **Service name** (required) - What you call this service (e.g., "Weekly Pool Cleaning")
* **Description** (optional) - What's included in this service
Once your business has declared at least one trade, an **Industry** field appears just below the service name. Tagging a service with a trade — chosen from the trades your business has set up — organizes your catalog, and a **Pool** tag also unlocks chemical-reading fields at job completion. ProBase even suggests a matching trade as you type the service name. It's optional, and the field stays hidden until you've set up a trade. See [Industries (trades)](/getting-started/industries) for details.
Below the description, the **Type** field sets what kind of template you're creating:
* **Job** - Confirmed service work ready to schedule and perform
* **Assessment** - On-site evaluation visit that leads to a quote
Jobs are for confirmed work that's ready to schedule immediately. Assessments are for situations where you need to visit the property before providing firm pricing.
**Jobs vs Assessments:** Create "Job" templates for standard services you'll book directly. Create "Assessment" templates for initial visits where you need to see the property before providing firm pricing (like large projects, custom work, or new customer evaluations).
**Job frequency** is how often the work happens. Pick from:
* **One-time Appointment** - Service happens once (spring cleanup, installation projects)
* **Weekly Service Appointments** - every 7 days
* **Bi-weekly Service Appointments** - every 14 days
* **Monthly Service Appointments** - every 28 days
* **Every 2 months Service Appointments** - every 56 days
* **Quarterly Service Appointments** - every 90 days
* **Every 6 months Service Appointments** - every 182 days
**Billing type** sets how the customer pays:
* **Per service** - the customer is billed each time an appointment is completed. Best for one-time jobs and pay-per-visit work (spring cleanup, mulch installation, individual mowings).
* **Subscription** - the customer pays a flat rate on a recurring schedule. Choosing this reveals a **Billing interval** field — **Weekly Charges**, **Monthly Charges**, **Quarterly Charges**, **Semi-annual Charges**, or **Annual Charges**. Best for flat-rate plans (a monthly lawn care plan, an annual pool maintenance contract).
Job frequency and billing interval are separate. A customer might get weekly service but pay monthly — that's **Weekly Service Appointments** with a **Subscription** billing type on a **Monthly Charges** interval.
This is your default billing setup. You can customize pricing and billing details for each individual customer when you create their service.
* **Time on site** - your estimate in minutes, used to block out time on the schedule
* **Starting price** - optional. Leave it blank if you price this work on each quote; where ProBase has a reference range for that kind of service, a line of guidance sits under the field — for example *Most pros charge $45–$55 per visit for a small lot.*
Click **Save** to add it to your catalog. You'll be taken to the details page where you can view the service or make further edits.
## 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](#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*:
### 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:
## 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
Where ProBase has a reference range for that kind of work, the *Most pros charge …* guidance sits under the **Starting price** field on the edit form, so you have a benchmark in front of you while you set the amount.
Changes to service templates only affect new customer services created after the change. Existing customer services keep their original settings. To update existing customers, you need to edit their services individually.
## 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
## Using templates when creating customer services
When you create a new job — or a new [quote](/customers/creating-quotes) — 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](/getting-started/creating-jobs#how-to-create-a-job), the **Select a Service** step lists your catalog one service per row, with a **Search services...** box at the top. In the [quote builder](/customers/creating-quotes#creating-quotes), 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.
The wizard you use decides what gets created, not the template you pick: the job wizard always creates a Job, and the quote wizard creates a Quote or an Assessment depending on the intent you chose on its first step. See [Creating jobs](/getting-started/creating-jobs) and [Creating quotes and assessments](/customers/creating-quotes).
This makes customer setup much faster while maintaining consistency across your business.
## 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](/customers/assessments) for the full lead-to-quote workflow, and [Managing quotes](/customers/managing-quotes) for the quote side.
Assessments are for on-site evaluation visits that lead to quotes. For confirmed work that doesn't need assessment, create a Job directly using the Quick Actions menu.
## 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](/checklists/building-checklists#attaching-checklists-to-services) for the full flow, and [Checklists overview](/checklists/overview) to learn what checklists can do.
## Common service catalog examples
### 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)
### 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)
## 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
## Next steps
* [Create a job](/getting-started/creating-jobs) using your service templates
* [Understand billing types](/billing/one-time-vs-subscription) to choose the right option
* [Add your first customer](/getting-started/your-first-customer) and assign services