Services and packages

A service is one thing you sell — GST return filing, company incorporation, an annual audit — with a price and a billing arrangement attached. A package is several services sold together for one price. Proposals and invoices are built from this list, so it is worth setting up properly once.

The app offers a walkthrough the first time you open the page.

Before you start

Every service belongs to a category. Categories come from your compliance items, so create at least one compliance item first — Compliance, then Add Compliance. Without one, there is nothing to file the service under.

Create a service

1. Open Services under Firm in the left menu.
2. Click Add Service, top right.
3. Give it a name your team will recognise. If that name is unhelpful on a client's invoice, set an invoice name as well — that is what the client sees.
4. Pick the category it belongs to.
5. Choose how it is billed and enter the price:
   • Fixed price — one agreed amount for the job.
   • Hourly — a rate, billed against time.
   • Per user — a rate multiplied by however many users the client has.
   • Subscription — a recurring amount on a period you choose.
   • Milestone — the job is split into stages, each with its own price.
   • Custom — the price is agreed case by case. Use this when the number genuinely varies; you enter it on the proposal.
6. List what is included and what is excluded. Both appear on the proposal, and the exclusions are what stop an argument later.
7. Set a tax rate if the service is taxable, and save.

Bundle services into a package

1. Switch to the Packages tab.
2. Click to add a package and name it.
3. Pick the services that go in it.
4. Enter the package price — the single figure the client pays. It is charged instead of the individual prices, which is what makes a bundle worth offering.
5. Save.

Load your list quickly

Use Bulk Import to bring in a whole price list at once instead of adding services one by one.

On a phone

The list is not a table on a small screen. Each service is a card: the name first, then the price, then chips for its category, billing and service term. Nothing sideways to scroll.

• Tap the category, billing or service term chip to change it, exactly as you would on a computer. A term that has never been set reads Set term — tap it to choose one.
• The pencil opens the full service for editing.
• The three dots beside it hold Duplicate and Delete.
• Tick the circle on the left of several cards to delete them together.
• The blue Add button is Add Service, and the upload icon beside it is Bulk Import — both lose their labels at this width.
• Only the Services tab shows at this width — tap More at the top to reach Packages.

Retire a service you no longer sell

Open it and mark it inactive. It disappears from the pickers on new proposals while every proposal and invoice that already used it stays intact.

What the system does on its own

• Prices flow through. Adding a service to a proposal brings its price, tax rate and inclusions across — you can override the price on that proposal without touching the catalogue.
• Recurring services set up their own billing. A service marked recurring, on a signed proposal, produces invoices on its cycle rather than one-off.
• A service linked to a compliance item prices that work. When that filing is later attached to a client, the system knows what it is worth — compliance items themselves carry no price.

What you cannot do (and what to do instead)

• You cannot create a service without a category. Add the compliance item first; the category comes from it.
• Changing a price does not change signed proposals. That is deliberate — a signed proposal is what the client agreed to. To charge differently on live work, raise an amendment on the proposal.
• You cannot delete a service that proposals or invoices already use. Mark it inactive instead; the records that reference it must keep working.
• A package price is not a discount calculation. Enter the amount you want to charge — the system does not work it out from the parts.

Common questions

What does Custom pricing actually do?

It marks the service as having no standard price. The catalogue holds the description and the terms; you type the agreed figure when you put it on a proposal. Use it where every job is priced on scope.

Should the same work be a service or a package?

If a client could buy it on its own, make it a service. Packages exist to sell several of those together at one price.

Why does my invoice show a different name to the service?

Because the service has an invoice name set. That is the field the client sees — change it on the service if it reads wrong.