Setting Up Services

Services are the foundation of your ordering system. Each service represents a specific offering your business provides, like interior photography, drone video, or virtual staging. This guide walks you through creating services and configuring the three pricing models available.

Getting Started

1. In the sidebar, expand Ordering and click Services.
2. Click Add Service in the top-right corner.

This opens the service dialog where you'll configure all the details.

Basic Information

Name and Description

• Name (required): Give your service a clear, client-friendly name, like "Interior Photography" or "Aerial Drone Video."
• Description: Add a short summary of what the service includes. This text appears on the order form when clients browse your offerings.

Service Type

The Service Type dropdown (formerly "Skill") assigns the service to a type category, such as Photography, Videography, or Drone. Service Types drive scheduling: only team members who have that type on their profile can be assigned to an appointment that includes this service.

• Select a type from the dropdown, or choose No type if it doesn't apply.
• Manage the list of Service Types under Team → Service Types in the sidebar.

Pricing Types

Every service uses one of three pricing models. You'll see a toggle group with three options: Fixed, Tiered, and Quantity.

Fixed Pricing

This is the simplest option. You set a single dollar amount and every client pays that price regardless of property size.

1. Select Fixed from the Pricing Type toggle.
2. Enter the price in the Price field (e.g., $150).

That's it. Fixed pricing works great for services where the scope doesn't change, like virtual staging for a set number of photos.

Tiered (Square Footage) Pricing

Use tiered pricing when the price changes based on property size. For example, photographing a 1,000 sq ft condo costs less than a 5,000 sq ft estate.

1. Select Tiered from the Pricing Type toggle.
2. You'll see a section for pricing tiers. Click Add Pricing Tier to create your first tier.
3. For each tier, set:
   • Price: The dollar amount for this range
   • Minimum: The starting square footage (the first tier always starts at 0)
   • Maximum: The ending square footage (leave blank on the last tier for "and above")

Example tiers:

Important rules for tiers:

• You need at least 2 tiers (otherwise just use fixed pricing).
• The first tier must start at 0.
• Tiers must be contiguous with no gaps or overlaps. For example, if Tier 1 ends at 2000, Tier 2 must start at 2001.
• Every tier must have a price greater than $0.
• Only the last tier can have a blank maximum (meaning "and above").

For a deep dive on tiered pricing, see the Sq Ft Based Pricing guide.

Quantity-Based Pricing

Quantity-based pricing charges per unit. This is perfect for services like "Extra Photos" or "Twilight Shots" where clients pick how many they want.

1. Select Quantity from the Pricing Type toggle.
2. Configure the quantity fields:
   • Min Qty: The minimum number of units a client can order (defaults to 1).
   • Max Qty: The maximum allowed. Leave blank for no limit.
   • Unit Name: What each unit is called (e.g., "Photo", "Shot", "Room"). This label appears on the order form.
   • Price per Unit ($): The cost per single unit.

When clients order this service, they'll see a quantity selector with your min/max range and the per-unit price.

Appointment & Duration

The Requires appointment toggle controls whether this service is scheduled.

• On: the service is booked into an appointment on the job. You'll set a duration (below), and only team members with the matching Service Type can be assigned.
• Off: the service is ordered without being scheduled. It has no duration and no team requirement. Use this for things like virtual staging that aren't done on-site.

When Requires appointment is on, set the duration. Duration tells the system how long the service takes on-site, which is used for scheduling and availability.

Fixed Duration

1. Set Appointment Duration Type to Fixed.
2. Enter the time in minutes in the Appointment Duration field (e.g., 60 for one hour).

Tiered Duration

If the time on-site varies by property size, use tiered duration. The setup is similar to tiered pricing:

1. Set Appointment Duration Type to Tiered.
2. Click Add Duration Tier and configure each tier with a duration (in minutes), minimum sq ft, and maximum sq ft.
3. The same validation rules apply: at least 2 tiers, first starts at 0, no gaps.

Gallery

Upload images or video links to showcase the service. These appear as a carousel on the order form when clients click into a service.

• Click the upload area to add images (JPEG, PNG, or WebP supported).
• Drag to reorder the images.
• Click the X button on any image to remove it.

Recommended Add-ons

Add-ons are extra services you can suggest to clients when they select this service. For example, if someone orders "Interior Photography," you might recommend "Virtual Staging" as an add-on.

1. In the Recommended Add-ons section, click Add add-on.
2. Search for and select the services you want to suggest.

These show up as recommendations during the ordering process, before checkout.

Tasks

Services can have task templates linked to them. When a service is added to a job, task instances are automatically created for staff to complete.

1. In the Tasks section of the service dialog, click to open the task template picker.
2. Select which task templates should fire when this service is added to a job.
3. Save the service.

Task templates are created and managed under Ordering → Tasks. See Task Management for the full guide.

Questions

Questions are intake prompts your clients answer during ordering, like "What song would you like for the video?" You can attach existing questions to a service directly from here.

1. In the Questions section of the service dialog, click Add question.
2. Search for and select the questions that should appear when a client orders this service.
3. Save the service.

The questions themselves (their wording, answer type, and options) are created and managed under Ordering → Questions. Attaching one here just controls which services it shows up on.

Automatically Create

The Automatically Create section lets you set up extras for a listing the moment this service is ordered, whether it's on the original order or added to the job later. Each option is a toggle:

• Property website: When on, a property website is created and published automatically for the listing. Turning this on reveals a second toggle, Enable website editor, which lets the agent edit their website's sections and slideshow.
• Marketing editor: When on, the marketing editor is turned on automatically for the listing.

Leave these off if you'd rather set up websites and the marketing editor by hand.

Saving and Managing Services

• Click Create to save a new service, or Update to save changes to an existing one.
• Back on the Services page, you can:
  • Click a row to edit the service.
  • Use the duplicate button (copy icon) to create a copy of a service.
  • Use the Add to order form button to quickly add it to your default order form.
  • Use the delete button (trash icon) to permanently remove a service. Deletion also removes the service from any packages, add-on links, and order forms.

Tips

• Start with your most popular services. You can always add more later.
• If you're not sure about pricing, use fixed pricing to get started and switch to tiered later.
• Inactive services won't appear on order forms, so you can create them in advance and activate them when you're ready.
• Duplicating a service copies all its pricing tiers, duration tiers, and settings, which saves time when creating similar offerings.