Products & Services
Managing your service catalog, variants, and bundles
The catalog is the central place where you define the products and services your business offers. Catalog items appear as options when adding line items to jobs, proposals, and invoices, ensuring consistent naming and pricing across your team.
Products vs. services
ServiceCortex distinguishes between two types of catalog items:
- Products -- physical goods or materials with a fixed unit price. Examples: replacement filters, cleaning supplies, parts.
- Services -- labour or service offerings that may have dynamic pricing. Examples: lawn mowing, HVAC inspection, gutter cleaning.
Both types share core fields but differ in how pricing is handled. Products have a simple base price, while services can be linked to a pricing module for dynamic calculation based on property attributes and customer inputs.
Creating a catalog item
Navigate to Settings > Catalog and click New Product or New Service.
Product fields
| Field | Description |
|---|---|
| Name | The display name shown on line items and invoices. |
| Item Code | An optional internal code or SKU for your reference. |
| Description | An optional longer description of the product. |
| SKU | Stock keeping unit identifier. |
| Unit | The unit of measurement (e.g., "each", "metre", "litre"). |
| Base Price | The default unit price. |
| Tax Exempt | Whether the product is exempt from tax. |
| Active | Whether the product appears in selection dropdowns. |
Service fields
| Field | Description |
|---|---|
| Name | The display name shown on line items and invoices. |
| Item Code | An optional internal code for your reference. |
| Description | An optional longer description of the service. |
| Unit | The unit of measurement (e.g., "hour", "visit", "sqm"). |
| Base Rate | The default rate before any dynamic pricing adjustments. |
| Pricing Module | An optional link to a pricing module for dynamic calculation. |
| Tax Exempt | Whether the service is exempt from tax. |
| Active | Whether the service appears in selection dropdowns. |
Service variants
Services can have multiple variants that represent different tiers or configurations of the same offering. For example, a "Lawn Mowing" service might have variants for "Standard", "Premium", and "One-off" with different base rates and pricing rules.
Creating variants
From a service's detail view, click Add Variant. Each variant has:
| Field | Description |
|---|---|
| Key | A unique identifier for the variant (e.g., standard, premium). |
| Name | A display name for the variant. |
| Description | Optional description of what this variant includes. |
| Base Rate | The variant's base rate, overriding the service default. |
| Pricing Rules | Optional per-variant overrides for pricing module inputs. |
| Default | Whether this is the default variant when none is specified. |
| Position | Controls the display order of variants. |
The first variant created for a service is automatically set as the default. You can change the default at any time.
Pricing rules on variants
When a service is linked to a pricing module, variants can override specific input configurations. For example, a "Premium" variant might set a higher multiplier for a particular input. Pricing rules are validated against the module's input definitions when saved.
Managing catalog items
Editing and deactivating
You can edit any catalog item at any time. Changes to price or description affect future line items only -- existing jobs and invoices retain the values from when the item was added.
To remove an item from use without deleting it, set it to inactive. Inactive items no longer appear in selection dropdowns but remain in your catalog for reference.
Deleting items
Products and services use soft deletion. Deleted items are hidden from the catalog view but remain in the database so that historical line items referencing them continue to display correctly.
Tax handling
Each catalog item can be assigned a tax rate or marked as tax exempt. If no tax rate is explicitly set, the account's default tax rate is applied automatically. Tax settings on catalog items flow through to line items, proposals, and invoices.
What's Next
- Set up pricing modules for dynamic service pricing.
- Define service areas to manage geographic coverage.
- Create a job using your catalog items.