Services, priced the way you sell them.
A retainer, a per-person tour and a milestone contract each work differently. For every service you set how it is priced, how it is delivered, when it happens and when it counts as revenue, and the quote, the delivery tracking and the accounting follow those answers.
A retainer, a per-person tour and a milestone contract are not one thing with the stock fields hidden. The record asks how it is priced, delivered, scheduled and earned.
Four questions
How it is priced, delivered, scheduled and earned.
Most tools give a service a name and a price and stop. These four settings let one catalogue hold a coaching retainer, a company formation package and a fifteen-person tour without any of them being a special case.
The choice here changes the shape of the line-item editor on every deal, so a quote for a retainer does not ask the questions a per-person tour needs.
- One-time feeA single amount, invoiced once.
- RecurringA subscription, on the cycle you set.
- Per personPriced per head. Tours, cohorts, training.
- Milestone-basedSplit across agreed points in the work.
- PackageSeveral legs, priced differently, sold as one.
- Tiered subscriptionA recurring plan with levels.
- MeteredBilled on what was used.
- Time and materialsHours plus whatever went into it.
- CommissionA share of the value, rather than a fee.
Set the answers once. Quotes, delivery and the books follow.
What follows
What those answers control.
You answer the questions once on the service. Nothing has to be set up again on the deal.
The quote asks only for what the pricing model needs: a billing cycle for a retainer, a head count for a per-person tour, a rate for time and materials.
A service delivered in stages arrives on the deal with its steps already laid out. A scheduled service goes to the booking calendar instead.
Revenue recognition decides when the money counts as earned, not just invoiced, and Finance posts it that way.
A recurring service knows its own billing cycle, so the next invoice goes out without anyone setting a reminder.
Sell a package as one line, priced part by part.
The customer sees a single line on the quote. Underneath, each part of the package keeps its own pricing.
- Sell a single service priced one way
- Build packages where each part is priced differently
- Compose a custom version on the quote for one-off deals
- Offer tiers and options the salesperson picks from
- Sell fixed bundles where the contents never change
Get paid in stages on long work.
Pair a service with a payment plan and the schedule is written once, instead of being negotiated onto every contract.
- Attach a payment plan and the installments come with it
- Milestone pricing releases each share as the milestone completes
- Recurring services send their own next invoice
- Revenue recognition keeps sold and earned separate in the books
- Invoices inherit the currency and tax already set on the service
Booking
Anything scheduled goes to the Booking Engine.
Appointments, classes, cohort starts and departure dates are all scheduling options on a service. The Booking Engine handles the calendar, availability and payments for all of them in one place, and it has its own page.
Access
Who can do what.
Quoting a service and defining how one behaves are different jobs.
Browse the service catalogue and what each one includes.
Quote any service, with the right details asked for.
Add services and set how they are priced and delivered.
Set revenue recognition and tax behaviour.