Setup
Service catalog
How to build the list of jobs you sell, with price and duration, and why it is the setup step that saves you the most time.
The service catalog is the list of jobs you sell: full service, brake bleed, chain fitting. Each entry has a price and a duration. From then on the app knows what to offer you when you write a quote, what to fill in automatically on an order line, and how much time to block in the calendar.
It's the highest-payoff setup step after opening hours. Without a catalog every quote is written from scratch; with it, a quote takes three clicks.
You'll find the page under SettingsService price list. It needs the manage_service_catalog permission.
Starting from the default list#
If the catalog is empty, the page offers a Load default price list button: it drops in a ready-made set of jobs in one go, which you then adjust to your own prices. It's almost always quicker than typing everything out.
From there the list is yours: correct the prices, delete what you don't do, add your specialities.
Adding and correcting an entry#
At the bottom of the page, the Add service card asks for three things: name, duration in minutes and price. Duration starts at 45 minutes — change it if the job wants more or less.
Entries already in the list are edited straight in the table: click into a field, type, and the button to save the row appears. Every row also has:
- Deactivate — hides the entry without losing it. Use it for seasonal work or for jobs you've stopped doing: if they come back one day, you switch them on again.
- Delete — removes it entirely, after a confirmation.
The “Bookable” tick#
Every entry has a Bookable tick. Ticked, the job is also offered to customers on the portal: it's what they see when they ask for an appointment.
This is where duration stops being a note to self and becomes a constraint: it's the time the calendar blocks when a customer books that job. A wrong duration on a bookable entry will either overfill or empty your diary. See bookings and customer portal and widget.
The order of the entries#
The order of the table is the order in which jobs are offered to you while you work. You change it by dragging the ⠿ handle on the left of the row: the new order is saved straight away.
Put the three or four jobs you do every day at the top. It's a small thing that saves you a scroll on every quote.
Common problems#
I can't see “Service price list” in settings.
It needs the manage_service_catalog permission. Without it the tab doesn't appear at all: ask whoever administers the workshop to grant it.
I loaded the default list but the prices aren't mine.
That's expected: the default list is a starting point, not a price recommendation. Correct the prices row by row in the table.
A job doesn't show up among the bookable options on the portal.
Check two things: that the entry is active (deactivated ones are greyed out) and that it has the Bookable tick.
I deleted an entry I was using by mistake.
It has to be recreated by hand. That's why, when a job might come in useful again, it's better to deactivate it than delete it. Quotes and work orders already issued are untouched either way.