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Service Catalog & Pricing ​

The Service Catalog is the set of things your agency sells through the platform. Every storefront purchase or marketplace listing comes from this catalog.

Where to manage it ​

Settings → Services (visible to owner/admin).

What an OrgService looks like ​

Each service is a flat document with these fields:

  • name — customer-facing name (shown on storefront/marketplace tiles).
  • description — markdown-supported description (bulleted lists work well).
  • serviceType — categorizes the service for case routing (e.g. seo, content, web).
  • caseType — what kind of Case is opened when someone purchases this.
  • taskTemplates — the default tasks that get added to a Case opened from this purchase.
  • defaultDeliverables — checklist of deliverables that show on the storefront tile.
  • onboardingQuestions — the intake questions the buyer is asked after checkout.
  • priceCents — the price in USD cents.

Each service can also be flagged:

  • Available on storefront — visible on your public buying page.
  • Available on marketplace — visible to other Partner agencies for resale (with a separate platformPriceCents if you want them to pay differently than end-customers).

Creating a service ​

  1. Settings → Services → New Service.
  2. Fill in name, description, service type, case type.
  3. Add task templates and default deliverables that describe what the work is.
  4. Add onboarding questions the buyer should answer after checkout.
  5. Set priceCents.
  6. Toggle Available on storefront and/or Available on marketplace as appropriate.
  7. Save.

The platform creates the corresponding Stripe Product and Price on your connected account.

Billing interval ​

Subscription services bill monthly today. Other intervals (quarterly, yearly) are not currently supported in storefront checkout.

Archiving a service ​

You can't delete a service that has active subscribers. Instead, Archive it: removes from storefront and marketplace immediately, existing subscribers keep their service uninterrupted, and you can reactivate any time.

  • Anchor with a higher-priced offering alongside your bread-and-butter retainer — it makes the middle option feel reasonable.
  • Use marketplace pricing strategically. If you sell a service to other agencies for resale, the marketplace price can be lower than your direct-to-end-customer price (since the buying agency is also adding margin).

🚧 Coming Soon — vote at /roadmap

Tiered service hierarchy: parent services with Starter/Pro/Enterprise sub-tiers shown side-by-side on the storefront with a feature comparison matrix.

🚧 Coming Soon — vote at /roadmap

Per-service trial period (e.g. 7 days free) and upfront setup fee separate from the recurring price.

🚧 Coming Soon — vote at /roadmap

Auto-attached services: include free add-on services automatically when a buyer picks a specific service or tier.

🚧 Coming Soon — vote at /roadmap

Additional billing intervals (quarterly, yearly) for subscription services.

🚧 Coming Soon — vote at /roadmap

Multiple price points per service with historical price tracking, and a "Migrate Subscribers" action to move existing subs to a new price with prorated changes.

🚧 Coming Soon — vote at /roadmap

Bulk CSV import of services — useful when migrating from another platform.

Next: Setting Up Your Storefront