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Help Center › Admin screens, field by field › Service template form
Service template form
Every section of the New service template / Edit template pop-up: pricing, labor, materials, scheduling, customer messages, crew instructions and automations.
On this page
Contractor Hub → Services → new template or open one. Needs the right to create and edit company templates; cost boxes need the right to see costs.
A template saves how you do and price a service so quotes, visits and invoices can reuse it. Only the name is needed; every section below is optional. Saving an existing template creates a new version; quotes, proposals, invoices and jobs already made keep the version they used.
Before you start
- Cost, markup and supplier boxes only show if you can see costs.
Fields
Top (always visible)
| Field (exact label) | What it does for VisionScaper | What to enter and example | Default / notes |
|---|---|---|---|
Service name * (name) |
Template name, required. | e.g. Weekly lawn mowing. | |
Category (category) |
Groups the template. | Suggestions: Lawn care, Cleanups, Beds & mulch, Planting, Pruning, Lawn renovation, Hardscape & grading, Design. | |
Pricing method (method) |
How the price is worked out. | Pick one. Choices: Flat rate; Hourly; Per unit; Tiered by size; Time & materials. | Flat rate |
Default price ($) / Price per labor hour ($) / Price per unit ($) / Price (price) |
Label changes with the method. Blank = priced on each job. Hidden for Tiered. | Dollars. | Blank |
Unit (unit) |
For Per unit and Tiered. | sq ft, linear ft, cu yd, each, visit, hour, acre, ton. | |
Estimated duration (hours) (duration) |
Visit length; steps of 0.25. | 1 | |
Crew size (crew) |
People needed. | 1 | |
Size tiers: Up to / Price (tiers[]) |
Tiered only: price for each size band. + Add a size tier adds one. | e.g. up to 5000 sq ft = 60. |
Description, scope & what’s included
| Field (exact label) | What it does for VisionScaper | What to enter and example | Default / notes |
|---|---|---|---|
Description (description) |
Short description. | ||
Scope of work (scope) |
One task per line. | ||
Included tasks (included) |
One per line. | ||
Excluded tasks (excluded) |
One per line; shown as “Not included”. |
Pricing & billing
| Field (exact label) | What it does for VisionScaper | What to enter and example | Default / notes |
|---|---|---|---|
Minimum charge ($) (min) |
Lowest price for one job. | Dollars. | |
Billing frequency (billing) |
One-time, per visit, weekly, every 2 weeks, monthly or seasonal contract. Sets repeats on invoices and visits. | Pick one. Choices: One-time; Per visit; Weekly; Every 2 weeks; Monthly; Seasonal contract. | One-time |
Typical job quantity (qty) |
Used for the estimate preview. | 1 | |
Markup % (when no default price) (markup.pct) |
Suggests cost + markup. Needs cost rights. | Percent. | Use my price book |
Target profit margin % (target_margin) |
Warns when below target. | e.g. 40. | |
Alert managers when cost passes this % of budget (alert_cost_pct) |
Starting alert level for jobs from this template. | e.g. 90. |
Labor
| Field (exact label) | What it does for VisionScaper | What to enter and example | Default / notes |
|---|---|---|---|
Labor cost per hour ($) (labor.rate) |
Needs cost rights. | My rate | |
Estimated labor hours (total) (labor.hours) |
Total hours. | Duration x crew | |
Labor hours per unit (labor.per_unit) |
Per-unit/tiered: hours = this x quantity. | e.g. 0.01. |
Materials, equipment & suppliers
| Field (exact label) | What it does for VisionScaper | What to enter and example | Default / notes |
|---|---|---|---|
Materials: Material / Quantity / unit / basis / per / $/unit / Supplier (materials[]) |
Each row is a material; basis “per job” or “per … job units”. + Add material adds a row. | e.g. Mulch, 3, cu yd. | |
Equipment (equipment) |
Pick from your Equipment list or + Other. | ||
Supplier preferences (suppliers) |
Free text. Needs cost rights. | e.g. Mulch: Acme, then Green Yard. |
Scheduling & season
| Field (exact label) | What it does for VisionScaper | What to enter and example | Default / notes |
|---|---|---|---|
Preferred days (schedule.days) |
Days of week. | ||
Window from / to (schedule.from, to) |
Preferred time window. | ||
Book at least (days ahead) (schedule.lead_days) |
Minimum lead time. | 0 | |
Weather-dependent (don’t schedule in rain) (schedule.weather) |
Marks rain-sensitive work. | Off | |
Months offered (none = all year) (seasons) |
Months the service is offered; visits outside are warned/skipped. | Tap months. | All year |
Customer messages
| Field (exact label) | What it does for VisionScaper | What to enter and example | Default / notes |
|---|---|---|---|
Booking confirmation / Reminder before the visit / When the job is done: tick (comms.*.on) |
Uses your own wording for that message. | Off | |
Email subject (comms.*.subject) |
Subject for that message. | e.g. {customer_first_name}, your mowing is booked. | |
Email (comms.*.email) |
Email body. | Tags such as {customer_first_name}, {appointment_date}, {appointment_time}, {property_address}, {company_name}. | |
Text message (comms.*.sms) |
Text body. |
Crew instructions & completion checklist
| Field (exact label) | What it does for VisionScaper | What to enter and example | Default / notes |
|---|---|---|---|
Employee instructions (instructions) |
Printed on the crew sheet; never prices. | ||
Completion checklist (checklist) |
One item per line; crew tick them on their phone. |
Automations (when a visit is marked Done)
| Field (exact label) | What it does for VisionScaper | What to enter and example | Default / notes |
|---|---|---|---|
Create a draft invoice (auto.invoice) |
For one-time and per-visit billing. | Off | |
Ask the customer for a review (auto.review) |
Off | ||
Book the next visit (auto.next_visit) |
Weekly, every 2 weeks and monthly; stays in season. | Off | |
Book a follow-up visit after (days) (auto.followup_days) |
0 = none. | 0 |
Bottom
| Field (exact label) | What it does for VisionScaper | What to enter and example | Default / notes |
|---|---|---|---|
Default template for this category (is_default) |
Preselected when you add a service in this category. Needs the default right. | Off | |
Change note (note) |
Shown in version history. Existing templates only. | What changed? | |
| Save template / Save as new version |
Steps
- Open Services and press the new-template button.
- Type Service name, Category, choose Pricing method, price and unit.
- Set Estimated duration and Crew size.
- Open each arrow section you need and fill it in.
- Press Save template.
- To change one later, edit and press Save as new version; add a Change note.
If something goes wrong
- “Give the service a name.” The name needs 2+ characters.
- “Your role can’t create or change company templates. Ask the owner.”
- Prices of 0 or blank mean the job is priced when you add it.