A service template is a saved set of defaults for one service: what it is, how it is priced, what is included, and what the crew checks off. Open Services in Customers & Sales (subtitle “Reusable service templates & job profit”).

Tabs: Templates, Archived, and Job profit (only if you may see costs). Search “Search services”. Templates are grouped by category (Lawn care, Cleanups, Beds & mulch, Planting, Pruning, Hardscape & grading, Lawn renovation and others). Each row shows price, duration and crew size, billing, months offered and “used N×”. A star marks a default for its category.

Starter services come with scope and checklists but no prices. You add them.

1. Tap New service. (You need the right to edit templates.)
2. Fill Service name, Category and Description.
3. Under Pricing method choose one: Flat rate, Hourly, Per unit, Tiered by size (price for each size band) or Time & materials. Leave the default price blank to price each job as you add it.
4. Set Billing frequency: One-time, Per visit, Weekly, Every 2 weeks, Monthly or Seasonal contract.
5. Enter Estimated duration (hours) and Crew size, or labor hours per unit for per-unit services.
6. Add Materials (name, quantity, unit cost), Equipment, Scope of work, Included tasks and Excluded tasks (one per line; excluded show as “Not included”).
7. Add a Completion checklist and Employee instructions (crew sheet — no prices).
8. Optionally set Months offered, Preferred days, Book at least (days ahead), and Book a follow-up visit after (days).
9. Optionally write Customer messages: a booking confirmation, a reminder before the visit, and a message when the visit is marked Done.
10. Add a Change note if editing, then Save template (or Save as new version).

• Version history (clock icon). See the next article.
• Make default for [category] (star).
• Duplicate template (copies as “name (copy)”).
• Archive. A template never used can be deleted for good, otherwise it is archived. Restore brings an archived one back.

On a quote tap Add service. You can use a template, duplicate a previous job, or start from scratch. The template prefills the section. Changes you make then affect only that job. A section shows “from [name] template v[n]”. Buttons on the section: Save as template, Update template, Unlink. Quantity can be filled from a property measurement when the template’s unit allows it.

• Costs, markup and suppliers are for the office. The crew sheet never shows prices.
• Crew members need the right to see or use templates.

• No “New service” button. You lack the right to edit templates.
• Template has no price. Quote shows “This template has no price — set the section price.”

• Template versions and "updated since" notices
• The Price book
• Build a quote step by step