Skip to main content
Your service catalog is the foundation of every quote and order in the CRM. Getting it right means your team produces consistent, accurate estimates every time — without mental math or manual price sheets.
The Services and Pricing screen showing service catalog rows with pricing and configuration controls.

Services & Pricing — manage service names, prices, durations, booking visibility, and AI-sellable status.

​
Service fields

​
Body type pricing

Body type surcharges let the same service have different prices depending on the vehicle. The surcharge is a percentage applied on top of the base price:
For example, a Full Detail priced at $200 with an SUV surcharge of 25%:
  • Sedan (0% surcharge): $200.00
  • SUV (25% surcharge): $250.00
  • Truck (30% surcharge): $260.00
Surcharges apply automatically when a vehicle is added to a quote or order. Your team never recalculates — the CRM does it.
Body type surcharges are configured per body type under Settings → Vehicle Body Types, not per service. Every service inherits the surcharge for whatever body type is selected on the order.

​
Setting up your service catalog

1

Add your core services

Start with the services you offer most frequently — exterior detail, interior detail, paint correction, ceramic coating, window tint, wash packages, and any signature add-ons.Go to Settings → Services & Pricing and click Add Service.
2

Set the base price and duration

Enter the price for a standard sedan or your most common vehicle. For body type adjustments, the surcharge handles the rest.Set an estimated duration if you want the booking page to calculate slot availability correctly. A service with no duration uses the workspace default slot length.
3

Choose availability flags

For each service, decide:
  • Bookable — should customers be able to select this online?
  • AI Sellable — should the AI phone assistant be able to quote and recommend this?
  • Featured Position — if bookable, where should it appear on the booking page (1 = top)?
4

Deactivate services you no longer offer

Toggle a service to Inactive instead of deleting it. Inactive services are removed from the quote and order forms but their history on past jobs is preserved.

​
Managing bookable services

Services marked Bookable appear on your public booking page. You can feature up to 8 services with specific ordering positions — drag and reorder them in the booking page settings to control what customers see first.
Feature your most popular and highest-margin services at positions 1–3. Customers booking online typically choose from the first few options they see.

​
AI-sellable services

When the AI phone assistant is enabled, it can recommend services from your catalog and quote prices to callers. Only services marked AI Sellable are included in its knowledge base. Use this flag to keep the assistant focused on the services your business actually wants to sell over the phone.

​
Pricing best practices

  • Set a true base price — use your sedan or smallest vehicle price as the base, and let surcharges handle larger vehicles
  • Keep catalog names consistent — the name on the service is the name that appears on every quote, order, invoice, and report
  • Add estimated durations — booking availability calculations depend on them being accurate
  • Review pricing when you change rates — updating a service base price takes effect on all new quotes and orders immediately; it doesn’t change existing records

Booking page

Configure which services appear online and in what order.

Vehicles

Add vehicle body types and their surcharge percentages.

Quotes

See how service pricing and surcharges apply in quotes.

AI Assistant

Configure which services the AI can recommend on calls.