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Add Your Services

Define the cleaning services you offer, set prices, and choose which ones appear online.

Begin with the services you actually sell rather than every possible task a customer might ask for. Common examples are standard clean, deep clean, move-in or move-out turnover, Airbnb turnover, post-construction clean, and recurring residential service.

1. Create a service record

Go to Services and create each offering you want to sell. For each service, enter a clear name, a short description, and the normal scope so customers and your team know what is included.

2. Add price and timing details

Set your base price or starting price, estimated duration, number of cleaners when relevant, and any minimums. Add extras such as inside oven, interior windows, refrigerator, balcony, laundry, or pet cleanup so they can be offered without guessing.

3. Choose where the service is visible

Mark which services should appear on your online booking request form or be offered by the AI when discussing options. Keep internal-only services private if they are not part of your standard sales menu.

4. Keep the catalog current

Update pricing, scope, and availability whenever rates or packages change. Review the list before busy seasons, after supplier cost changes, and whenever a service starts causing repeated scope questions.

Checklist before using services with AI

  • Every price has a clear starting point or full rate.
  • Description states what is included and what is extra.
  • Duration matches the time your crew books on the calendar.
  • Extras have clear prices or rules for calculating a quote.
  • Only services you want to promote publicly are marked visible.

Remember: Keep prices and descriptions current. The AI answers from this catalog and will not invent rates you have not configured.

Write a service description that sells and sets scope

Use the first sentence to say what the customer gets, the second to say how the visit is delivered, and the rest to define what is included and what is extra. A good example is: a weekly standard clean for a maintained home, performed by the same assigned cleaner when possible, including kitchen and bathroom sanitation, floor care, dusting, trash removal, and light tidying. Interior window washing, oven cleaning, and laundry cost extra.

Revisit prices from the customer's point of view

Build each quote from the service record, not from memory. Confirm whether the price is a starting rate or the full rate, whether travel is included, and whether the duration is for one or two cleaners. When a customer asks for a faster visit, a bigger property, or an extra task, return to the service record and adjust the quote before promising a number.

Review the catalog with the team

Sit with the team that does the work and read each service description out loud. If a cleaner reads a task differently than the office does, update the wording before the mistake reaches a customer. Ask which missing extras create the most back-and-forth and add those to the record.

Compare pricing models before finalizing the record

Most cleaning businesses choose between a flat rate per visit, an hourly rate, or a starting price plus extras. Each model changes what the service record must communicate. A flat rate works when the scope is predictable, but the description must list the included rooms and tasks. An hourly rate is easier to quote for unusual properties, yet customers need a realistic estimate of hours. A starting price is useful for online display as long as the record explains what causes the final price to move.

Create package offers from the catalog

Common packages are a weekly standard clean, a monthly deep clean, a move-out bundle, an Airbnb turnover bundle, and a post-construction detail. Packages work best when each item inside them already exists in the catalog with a clear price. That keeps the package easy to change when rates or scope move.

Run a seasonal catalog audit

Twice a year, remove services you no longer sell, update rates that have drifted, and add extras customers request repeatedly. Ask the field team which descriptions caused a scope disagreement in the last season and rewrite those sections before the next busy period.

Name services the way customers search

Use the service names customers type or say instead of internal shortcuts. If callers say move-out cleaning rather than turnover, include that phrase in the visible description while keeping the catalog name you use internally. Add common search words such as apartment, house, office, weekly, biweekly, and one-time so customers and the AI can match the right service without asking ten questions.

Convert quotes to the same estimate fields

Before quoting an unusual property, convert the request into the same fields the service record uses: property type, number of rooms, condition, tasks, frequency, access, and travel. If a field is missing, ask before promising a number. Write the estimate on the record so the next person can see why the price was set and adjust it when scope changes.

Test the public menu as a customer would

Submit a test request for each service you publish. Read the description as someone seeing it for the first time and confirm that it states what is included, what is extra, and what the customer should enter next. If the menu uses a name the team never hears from customers, revise it before the same wording creates a booking mismatch.

Review the menu with new customers

After the catalog goes live, listen for services the AI or team cannot confidently describe. Ask a new customer to name what they need, then check whether that phrase returns the correct service. If a common request falls between two records, add the missing terms or split the service so the scope is clear. Keep a short list of confusing names and fix them before the next busy season.

Build a starter service menu

A small company can start with five records: standard clean, deep clean, move-out cleaning, post-construction clean, and one or two packages for recurring service. Add common extras such as inside oven, interior windows, refrigerator, laundry, balcony, and pet cleanup when the field team can deliver them. A short menu is easier to keep accurate than a long list of similar services that customers compare by price alone.

Validate a service with one quote

After creating a record, produce a written quote for a realistic request: a 3-bedroom, 2-bathroom home that needs a deep clean before a family returns from vacation. Read the quote as a customer would and ask whether it names the rooms, tasks, duration, arrival window, excluded work, and what happens if the property condition differs from the description. If any part of the quote relies on information the service record does not contain, add it to the record before the same question arrives from a real customer.

Conduct a quarterly service review

Every quarter, check the services with the most bookings, the services that caused scope disputes, and the services nobody booked. Update descriptions for price drift, remove records that no longer fit the team's delivery model, and add the extras customers requested during the last three months. Bring the field team into the review so the catalog reflects what can actually be delivered on a busy day.

Turn this guide into a working step

A help article becomes useful when you apply it to a real part of your operation. Open the matching dashboard page, make one small change, and verify the effect before moving to the next setting.

  1. Open the dashboard section named in the guide and compare what you see with the steps above.
  2. Use a realistic example from your business, such as one customer, one service, or one upcoming week.
  3. Ask a teammate to complete the same step and confirm they understand the result.
  4. Check notifications or the linked record afterward so the change is reflected where the team works.

If something looks different in your account

The exact label or placement can change when features are added or refined. Start by checking your plan, because some settings, channels, add-ons, and AI tools are only available after they are enabled for your company.

  • Confirm the feature is active on your plan or add-on.
  • Check whether the setting should be changed at company level, user level, or service level.
  • Refresh the page and reproduce the issue once with a recent browser.
  • Note the exact page, setting, and expected outcome before contacting support.

What to include when you need help

Write down the goal you wanted to accomplish, the steps you tried, the message or behavior you saw, and whether the problem affects one customer, one user, or the whole company. That context lets support connect the issue to the right setting instead of starting a generic investigation.

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