Services catalog
Your catalog is the list of things you sell, priced once so nobody has to remember what mowing costs. It’s also where margin comes from: put your real costs on a service and every estimate tells you what you’re making, not just what you’re charging.
Open it from Services in the sidebar, or Settings → Catalog → Services.
Adding a service
Services → New service
Identity
Name, description, and a Category — Lawn maintenance, Cleanup & seasonal, Fertilizer & turf, Irrigation, Landscape install, Snow & ice, Tree & shrub, or Other / labor. Categories drive filtering and the planner.
The description is worth writing properly. It’s what lands on the customer’s estimate: what’s included, crew size, cadence.
Pricing
Sell price and Unit — visit, hour, cu yd. The unit is what makes a quantity mean something on a document.
Accounting
Income account decides where revenue from this service posts on your books. The default is Service Revenue. Taxable is on unless the service is exempt.
Cost breakdown
Labor, Materials, Equipment, Dump. These give you True cost and Margin, and unlock Apply markup, which prices from cost instead of from a guess.
Seasonality
Which seasons it runs — this feeds the planner.
Fill in the cost breakdown even roughly. A service with no costs reports 100% margin, which is worse than no number at all: it looks like information.
The tabs
- Planner — the almanac. A month-by-month view of what runs when and what to order for it.
- My catalog — the table: sell price, cost, margin, season, vendor SKU, and what each service is used by.
- Pricing history — every price change, already being logged whether or not you look.
- Vendor catalogs — supplier price lists and SKUs you can link to a service for true-cost tracking.
- Bundles & packages — marked soon. Not built yet; the tab explains what it will do.
Changing prices in bulk
Select rows and the bulk bar appears: Quick +5% for an across-the-board bump, a price adjustment dialog for anything more considered, recategorize, duplicate, archive, or export.
Export writes at most 500 rows. If your filters or catalog exceed that, the toast tells you how many of how many you actually got — read it rather than assuming the file is complete.
Archive, don’t delete
Archiving hides a service from line-item pickers but keeps it on every document that already used it. The drawer shows how many estimate and invoice lines depend on a service before you decide.
Deleting a service that’s referenced by past documents is how last year’s invoices start rendering blanks.
Tips
- One service per thing you’d price differently. “Mowing” at three lot sizes is three services, not one you edit each time.
- Seasonal services still belong in the catalog year-round. Set the season; don’t archive them each autumn and rebuild them each spring.
- Duplicate to make a variant. Faster than starting over, and it carries your cost breakdown across.