Services
How to Configure Service Categories & Activities
services categories activities
How to Configure Service Categories & Activities
When to use this guide
Use this guide when setting up the services your company offers, including one-time services, recurring plans, and per-activity pricing.
Prerequisites
- Admin permissions required.
Step-by-step
Step 1 — Open Services Module
- Go to Services.
- Click New Service Category.
Step 2 — Add a Service Category
Enter:
- Name (e.g., “Regular Cleaning”, “Deep Cleaning”, “HVAC Repair”)
- Description
- Default price
- Duration (optional)
Step 3 — Add Activities (Checklist Items)
Activities define what will be done in each job.
Examples:
- Clean bathrooms
- Vacuum floors
- Replace AC filter
- Mop kitchen
- Clean windows
- Deep kitchen detailing
Each activity can include:
- Description
- Price (optional)
- Estimated minutes
Step 4 — Save Service & Activities
Click Save Service.
Step 5 — Link Services to Jobs
When creating a job:
- Choose the service category
- Select activities
- Adjust pricing if needed
Common mistakes
❌ Activities not showing in job creation
- Service saved without activities.
- Page cached—refresh needed.
❌ Wrong pricing
- Custom pricing overrides default pricing (check property settings).