Create a New Service

What this guide covers

This guide walks you through adding a new service to your pricebook. Services are labor-based line items that represent the work your company performs, such as "Drain Cleaning" or "Electrical Inspection."

Before you begin

• You need Admin or Owner permissions to add pricebook items.
• Decide on a clear, customer-facing name for the service.
• Know the default price and unit of measure you want to use.

Step 1: Open the Services tab

1. Navigate to /pricebook from the left sidebar.
2. Click the Services tab if it is not already selected.

Step 2: Create the service

1. Click Add Service in the top-right corner.
2. Fill in the required fields:
   • Service Name: a clear name (e.g., "HVAC Tune-Up").
   • Description: what the service includes. This appears on quotes and invoices.
   • Default Price: the base price for this service.
   • Unit: how the service is measured: "each," "hour," or a custom unit.
3. Optionally set:
   • Category: assign to an existing category for organization.
   • Tax rate: override the default tax rate if needed.
4. Click Save.

Screenshot: The Add Service form with fields for name, description, price, unit, and category.

Naming best practices

• Be specific. "Drain Cleaning - Kitchen" is better than "Drain Cleaning."
• Use trade prefixes. "Plumbing - " or "HVAC - " helps when searching a large catalog.
• Keep it customer-facing. The name appears on quotes and invoices that customers see.

Flat rate vs. hourly

• Flat rate: set a fixed price per "each." Best for services with a defined scope.
• Hourly rate: set the unit to "hour" and enter the per-hour rate. The total is calculated by multiplying hours by the rate on each document.

Tip: If you offer the same service at different price points (standard vs. emergency), create separate service entries like "Drain Cleaning - Standard" and "Drain Cleaning - Emergency."

What happens next

The new service appears in the pricebook list immediately. When you create a quote or invoice, you can search for it in the line-item pricebook search.

Note: Price changes to a service do not affect existing quotes or invoices. Only new line items use the updated price.

Related articles

• Manage Pricebook Services and Parts
• Add Parts and Materials
• Organize Pricebook by Category