Service catalog
Set up a service once, then use it again
Save each service with its description, price, duration, category, and tax treatment so it is ready for invoices and eligible appointments.
Get startedCatalog: Saved services
What stays in reach
The essentials for this part of the work.
Service categories
Tax treatment selected for the operating market
Optional inventory items used by a service
Set up the service
Keep the details of repeat work together
Give a service a clear name, description, price, and duration. Categories make the catalog easier to browse when the menu grows.
- Description
- Price
- Duration
- Category
Use it again
Prepare a service for the next customer
Select the applicable tax treatment and, when the job consumes materials, add the inventory items and quantities used. Choose the saved service again when creating an invoice or an appointment on a calendar-enabled plan.
- Tax setting
- Material usage
- Invoice line
- Appointment service
Questions about this feature
Direct answers before you add this process to the day.
Can I use saved services on an invoice?
Yes. The invoice workspace can use saved catalog services as line items.
Does every plan include appointments?
No. The service catalog is available to Individual, Pro, and PyME; Calendar and appointment scheduling are included with Pro and PyME.
Service catalog
Bring the next step into one workspace.
Open your business account and keep this work connected to the rest of the day.