Build Your Service Catalog and Sync It to Billing
Define every service your business offers with pricing, billing type, and recurring intervals. Services sync directly to Stripe for subscription billing and auto-fill when you create work orders and invoices.
The Problem
Most service businesses have inconsistent pricing and no centralized catalog. Technicians quote different prices for the same job, and recurring services are tracked in spreadsheets or not at all.
Inconsistent Pricing Across Your Team
When service prices live in different people's heads, customers get quoted different amounts for the same work. This creates confusion, erodes trust, and makes it impossible to maintain healthy margins.
Recurring Services Are Hard to Track
Monthly pest control, quarterly HVAC maintenance, annual inspections. Without a system to define recurring billing cycles, these predictable revenue streams get billed late, inconsistently, or not at all.
Manual Price Entry Leads to Errors
Typing service prices manually on every invoice and work order is slow and error-prone. A simple typo on a decimal point can mean billing a customer $15.00 instead of $150.00, causing real financial headaches.
How It Works
Key Capabilities
One-Time and Recurring Types
Each service is defined as either one-time (standard jobs billed once) or recurring (subscription services billed on a regular interval). This distinction drives billing behavior throughout the CRM.
Flexible Billing Intervals
Recurring services support weekly, biweekly, monthly, and quarterly billing intervals. Set the interval when you create the service, and the system handles subscription timing automatically.
Automatic Stripe Sync
Services sync as Products and Prices to your Stripe connected account. When a client subscribes to a recurring service through the portal, Stripe handles the billing cycle based on your service definition.
Activate and Deactivate Toggle
Temporarily disable services you no longer offer without deleting them. Deactivated services are hidden from selection dropdowns but preserved in historical records and reports.
Service Picker in Forms
Work order and invoice forms include a service dropdown that pulls from your active catalog. Selecting a service auto-fills the price, reducing manual entry and ensuring consistent billing.
Revenue by Service Reporting
The reports page breaks down revenue by service type so you can see which offerings generate the most income. Use this data to adjust pricing, promote high-margin services, or phase out underperformers.
See It in Action
See how the service management page lets you organize your entire catalog with pricing, billing type, and active status at a glance.
Total Services
Active
Recurring
AC Repair
One-time service, $185.00 per job
Monthly HVAC Maintenance
Recurring monthly, $89.00/month
Drain Cleaning
One-time service, $145.00 per job
Quarterly Pest Control
Recurring quarterly, $120.00/quarter
Frequently Asked Questions
One-time services are billed once per job, like a repair or installation. Recurring services are billed automatically on a regular interval (weekly, monthly, quarterly) and are ideal for maintenance contracts and subscription-based work.
When you create or update a service, Smarfle automatically creates a matching Product and Price in your Stripe connected account. This enables clients to subscribe to recurring services through your client portal with automatic billing handled by Stripe.
Yes. Update the price on any service from the service management page. The new price applies to all future work orders and invoices. Existing invoices and active subscriptions retain the price they were created with.
Deactivated services are hidden from all selection dropdowns when creating work orders or invoices. Historical records referencing that service remain intact. You can reactivate any service at any time with one click.
Pricing
Included on Every Plan
Service management is included on all plans with no limits on the number of services you can define. Stripe sync requires a connected Stripe account, which is available on all tiers.
View all plansRelated Features
Job Management
Select from your service catalog when creating work orders. Service pricing auto-fills so your team always quotes the correct amount.
Learn moreInvoicing
Invoice line items pull pricing from your service definitions. Recurring services generate automatic invoices when work orders are completed.
Learn moreStripe Payments
Services sync to Stripe as Products and Prices, enabling client subscriptions, one-time payments, and automatic recurring billing.
Learn moreReady to try Service Management?
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