Setting up your services

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Why this matters

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Create a service offering

1. Click Settings in the main menu
2. Select Service offerings
3. Click Create service offering
4. Enter a Service name (e.g., “Weekly Lawn Mowing”)
5. Add a Description
6. Enter the Base price
7. Enter your Tax rate (if applicable)
8. Choose the Billing type:
   • Per-service: Bill when work is completed
   • Subscription: Bill on a schedule (weekly, monthly, annual)
9. If subscription billing, select the Billing interval and Billing day
10. Set the Service interval (how often work is performed)
11. Choose which days of the week this service can be scheduled
12. Set the estimated Duration
13. Click Create service offering

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Billing types explained

• Billing line items created when appointments are completed
• Good for one-time jobs or pay-per-visit customers

• Billing line items created automatically on a schedule
• Good for flat-rate monthly services

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Edit a service offering

1. Go to Settings > Service offerings
2. Click the service name
3. Make your changes
4. Click Save changes