Configuring your services and pricing

Set up your service catalog once. From then on, building quotes and invoices is one-tap line items instead of typing everything from scratch.

Services in Mowzey are reusable line items with default prices. Mowing, edging, trimming, fertilizing, leaf cleanup, whatever you sell. Once a service is in your catalog, you can add it to a quote or invoice with one tap and override the price for a specific customer if you need to. This guide walks through building the catalog and managing it over time.

Where to find it

Go to Settings in the left sidebar, then pick Services. You'll see your service catalog, with a few common services (Mowing, Edging, Trimming) pre-loaded so you have something to work from immediately.

Delete or rename anything that doesn't match what you actually sell. The catalog is yours.

Adding a service

1
Click Add service in the top right.
2
Enter a name (Mowing, Edging, Spring Cleanup, etc.) and an optional description that the customer will see on quotes and invoices.
3
Set a default price. This is what shows up the first time you add the service to a quote or invoice. You can change it per-customer or per-quote later.
4
Optionally set an estimated duration in minutes. The route optimizer uses this to fit jobs into a workday without overbooking your crew.
5
Click Save. The service is now available everywhere you build a quote, invoice, or job.

How default pricing works

The default price is just a starting point. When you add a service to a customer's job or quote, it lands at the default. From there you can:

  • Edit it inline on the specific job or quote. The customer sees the new price; the default is not affected.
  • Set a customer-specific override. On the customer profile under Pricing, set a custom price for any service. From then on, that customer's jobs and quotes pull the override automatically.

Pro tip

Use customer-specific overrides for your loyal customers with locked-in rates. Use the default for everyone else. When you raise prices, bump the default and your existing overrides stay frozen at the old rate, which is usually what you want.

Deactivating a service (don't delete)

If you stop offering a service, mark it inactive instead of deleting it. Inactive services:

  • Disappear from the picker when building new quotes, jobs, and invoices.
  • Still show correctly on historical invoices, quotes, and reports.
  • Can be reactivated anytime if you decide to bring the service back.

To deactivate: open the service from your catalog, toggle Active off, and save.

Heads up

Deleting a service is mostly a bad idea. It will work, but Mowzey has to scrub the service name off every historical invoice line item, which makes old records harder to read. Mark inactive unless you have a real reason to delete.

Service categories (optional)

Once you have more than 10 or 15 services in your catalog, the picker gets cluttered. Group them into categories to keep things tidy:

  • Recurring for weekly and biweekly services like mowing and edging.
  • Seasonal for spring cleanups, leaf removal, snow.
  • One-time for stump grinding, tree trimming, and other ad-hoc work.

Set a category from the service edit screen. Categories also help with reporting later: revenue by category is a useful number to watch.