Overview
What is the Services Catalog?
The Services Catalog is where you define all the services your business offers. Your AI Receptionist uses this information to answer questions, and services can appear on your lead capture forms.
Services Components
Understanding Services
Each service in your catalog includes:
- Name - What you call the service
- Description - Details about what's included
- Price - Base pricing information
- Form Visibility - Whether it appears on forms and available to the AI receptionist
- Price Visibility - Whether the price is public or wether the price is variable and you prefer that they 'Contact for Quote'
- Starting Price - Whether the price is fixed or just a starting price
Accessing the Catalog
Navigate to Catalog > Services to:
- View all your services
- Add new services
- Edit existing services
- Control visibility
Adding Services
Go to Catalog > Services
Click New Service
Fill in the service details:
Service Naming
Choose a clear, customer-friendly name:
- ✅ "Weekly Lawn Mowing"
- ✅ "Spring Cleanup"
- ✅ "Hedge Trimming"
- ❌ "SVC-001" (not customer-facing)
Description
Explain what's included:
- List key activities
- Mention any requirements
- Note frequency if applicable
Example: > "Complete weekly lawn maintenance including mowing, edging, and blowing. Clippings are mulched or bagged upon request. Available for residential properties up to 1/2 acre."
Price
Set your base price:
- Enter the starting price
- You can note "starting at" in descriptions
- Actual quotes can vary by property
Show Price Publicly
Toggle this option to:
- ON - Price is displayed to clients and made available to AI receptionist during calls
- OFF - Price is not made public to clients and instead will be requested to contact for a quote
Click Save
How Services Are Used
AI Receptionist
Your AI Receptionist references your services to:
- Answer "What services do you offer?"
- Respond to specific service inquiries
- Capture service requests from callers
Lead Capture Forms
When "Show on Form" is enabled:
- Services appear as options on forms
- Visitors can select services they need
- Selections are saved with the lead
Best Practices
Be Specific
Create separate services for distinct offerings:
- ✅ "Weekly Lawn Mowing" + "Bi-Weekly Lawn Mowing"
- ❌ "Lawn Mowing (various frequencies)"
Customer-Friendly Language
Use terms your customers understand:
- ✅ "Spring Cleanup & Mulching"
- ❌ "Phase 1 Seasonal Maintenance Package"
Keep Prices Updated
Review pricing regularly
Update when costs change
Note if prices are estimates
Strategic Form Visibility
Show on forms:
- ✅ Popular, well-defined services
- ✅ Services with straightforward pricing
- ❌ Complex services requiring consultation
- ❌ Services you're phasing out
Detailed Descriptions
Good descriptions help because:
- AI can answer questions more accurately
- Customers understand what they're getting
- Reduces misunderstandings
Service Ideas by Category
Based on common lawn care and landscaping offerings:
Core Lawn Services
Weekly Lawn Mowing
Bi-Weekly Lawn Mowing
Lawn Edging
Lawn Aeration
Overseeding
Fertilization
Seasonal Services
Spring Cleanup
Fall Cleanup
Leaf Removal
Snow Removal
Landscaping
Mulch Installation
Shrub & Hedge Trimming
Flower Bed Maintenance
Tree & Shrub Planting
Specialty
Irrigation System Service
Sod Installation
Landscape Design
Hardscape Installation
Frequently Asked Questions
Q: Can I have unlimited services?
A: Yes, add as many services as your business offers.
Q: Do price changes affect existing quotes?
A: No, existing leads and quotes retain their original pricing.
Q: Can I duplicate a service?
A: Create a new service with similar details. This ensures unique records.
Q: Can customers see all my services?
A: Only services with "Active" enabled appear on forms and the AI receptionist.
Q: Should I include pricing on all services?
A: Add base pricing where possible. For variable-price services, select the 'Contact for quote' setting.