Step 10: Create a Service Type

Brief overview on how to create Service Types

Steps

1. Open Service Types

   • Navigate: Company Settings → Service Types.

2. Create new service type

   • Click Add New (or Create Service Type).

3. Name it

   • Enter a clear name (e.g., Move In / Move Out — Set Rate).

   • Recommended naming: ServiceName — [Flat|Hourly|Manual] to avoid confusion.

4. Choose Frequency

   • Pick the recurrence: One-time, Weekly, Biweekly, etc.

   • Example: Move-in/out → One-time. Regular clean → Weekly or Biweekly.

5. Select Pricing Mode

   • Flat rate — same price based on square footage or a set amount each time.

   • Hourly — charges by hours worked.

   • Manual Flat Rate / Manual Hourly — price entered manually per booking.

   • Choose the mode that matches how you bill this service.

6. Enter pricing / base fields

   • If the form asks for a base or default value and you rely on other formulas or user rates, you can enter 0 so it pulls the cleaner’s default rate (configured in the user profile) or formula later.

   • If this service has a fixed price (set rate), enter it here.

7. Cleaner pay / payroll settings

   • If a specific cleaner-pay field appears and you want each cleaner to use their profile rate, leave it at 0.

   • If this service has a unique cleaner rate (e.g., paid hourly for move-outs), enter that specific rate.

8. Optional toggles — set behavior

   • No payroll — use when this job shouldn’t generate payroll (e.g., unpaid re-clean or QC by salaried staff).

   • Non-taxable — marks the service as tax-exempt (rare; e.g., charity/free clean).

   • Disable auto-charge — if you never want the system to auto-charge a client for this service type, enable this.

9. Write a brief description

   • Short explanation for cleaners and dispatchers (e.g., “Make-ready cleaning; includes oven & fridge”).

10. Finalize & Save

    • Click Save (or Finalize) so it becomes a completed template. Aim for the service type to appear as a finished template in the list.

11. Create variations (if needed)

    • If you need a similar service with different billing (e.g., Move In/Out — Hourly vs Move In/Out — Flat), create separate service types for each.

12. Test it

    • Create a sample booking using the new service type and confirm:

      • The work order loads with the expected description and fields.

      • Pricing is correct.

      • Cleaner pay, tax behavior, and auto-charge behave as intended.

      • It appears correctly in the cleaner’s app.

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Quick examples

• Move In/Out — Set Rate → Frequency: One-time; Pricing Mode: Flat rate.

• Weekly Standard → Frequency: Weekly; Pricing Mode: Flat rate (or hourly if you bill that way).

• Deep Clean — Hourly → Frequency: One-time; Pricing Mode: Hourly.