Service management software
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.
A short tour of the screens this page describes. It is filmed with our demo pest control company, and every trade runs on the same screens.
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“We run every customer conversation through Smarfle. Texts, emails and reminders are in one place, our customers love paying with Apple Pay, and when we are busy or closed the text bot answers new leads for us.”
When prices live in five places
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 a service flows from catalog to invoice
- 1
Add Your Services
Create each service your business offers with a name, description, and price. Specify whether it is a one-time service or a recurring subscription with weekly, biweekly, monthly, or quarterly billing intervals.
- 2
Set Billing Type and Interval
Choose one-time for standard jobs like repairs and installations, or recurring for maintenance contracts and subscription services. Recurring services include the billing interval that determines how often clients are charged.
- 3
Services Sync to Stripe
When you create or update a service, it automatically syncs to your Stripe connected account as a Product with the correct Price. This enables subscription billing through the client portal without any manual Stripe setup.
- 4
Use Services in Work Orders and Invoices
When creating a work order or invoice, select from your service catalog. Pricing auto-fills based on the service definition. Your team always quotes the right price for every job.
Inside the service catalog
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.
How each trade prices its work
The service businesses that get the most out of this feature, and the specific way each one uses it.
A real service catalog
See how the service management page lets you organize your entire catalog with pricing, billing type, and active status at a glance.
12
Total Services
10
Active
4
Recurring
- One-time
AC Repair
One-time service, $185.00 per job
- Recurring
Monthly HVAC Maintenance
Recurring monthly, $89.00/month
- One-time
Drain Cleaning
One-time service, $145.00 per job
- Recurring
Quarterly Pest Control
Recurring quarterly, $120.00/quarter
Catalog questions
What is the difference between one-time and recurring services?
How does the Stripe sync work?
Can I change a service's price after creating it?
What happens when I deactivate a service?
What service management costs
All Tiers
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 plansWhat a service drives
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