Custom Service Types
Build and configure your service offerings with flexible tools. Create standardized packages, customize pricing, and streamline delivery.
Key Capabilities
Everything you need to manage your service catalog.
Custom Fields & Layout Builder
Add text, number, money, date, dropdown, yes/no, formula, or file upload fields to any service type, then drag them into a stacked or two-column layout with our visual builder.
Modular Service Extensions
Turn on time tracking, inventory tracking, and other add-ons per service type—only the fields and tools each service actually needs.
Line Item Description Templates
Control exactly how each service type reads on estimates and invoices. Write a custom template with live variables like job number or price, or fall back to sensible defaults.
Automatic Service Numbering
Set a prefix, length, and separator once and every job under that service type gets a consistent, auto-generated service code—no manual numbering.
Drag-and-Drop Field Builder
Add fields, drag them into sections, and choose a stacked or two-column layout. Mark any field billable and it flows straight into pricing—no separate configuration step.
Deep Dive
Enterprise-grade controls for complete visibility and security
Role-Based Access Control
Assign Admin or Office roles when you invite a team member, and service type permissions follow automatically. No separate permissions screen to configure—access is enforced everywhere the moment someone joins your team.
- Admins can perform any action
- Office users can read, create, and update
- Enforced consistently across your catalog
Modular Service Extensions
Not every service needs the same tools. Drag extensions like time tracking or inventory tracking onto a service type to turn them on—and leave them off everywhere else.
- Drag-and-drop extension palette
- Timer extension with configurable billing rates
- One click to remove what you don't need
How It Works
Get started in three simple steps
Define Service
Name your service type, set an icon, and configure automatic service code generation—the foundation everything else builds on.
Build the Layout
Add custom fields—text, money, dates, formulas—and arrange them in a stacked or two-column layout with the drag-and-drop builder.
Launch
Activate your service type and start using it immediately in quotes, jobs, and invoices across your workflow.
Real Results
See the impact custom service types deliver
Popular Use Cases
See how businesses use custom service types
Recurring Maintenance
Set up monthly or quarterly service packages with standardized pricing and automated scheduling workflows.
- Predictable recurring revenue
- Automated reminders and follow-ups
- Consistent service delivery
Emergency Repair
Configure rush pricing, priority scheduling, and expedited workflows for time-sensitive service requests.
- Premium pricing for urgent work
- Priority dispatch and routing
- Faster customer communication
Project-Based Work
Build complex multi-phase projects with milestone tracking, material costs, and progress-based invoicing.
- Multi-phase milestone tracking
- Material and labor breakdowns
- Progressive billing and payments
Consultation Services
Offer expert advice and assessments with hourly or fixed-fee pricing, document templates, and follow-up workflows.
- Flexible time-based pricing
- Report and document generation
- Scheduled follow-up appointments
Ready to Get Started?
Create custom service types that match your business perfectly. Start building your service catalog today.
No credit card required • Free 30-day trial • Cancel anytime
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