How to Set Up the Service Catalog in the CRM
June 30, 2026 · tropicalhilladmin
The Service Catalog is the price list behind everything else. Every time you've added a line item from a catalog dropdown while building an estimate, invoice, or job — this is where those items actually live and get maintained.
Where to find it
Go to Settings > Service Catalog.
The catalog grid
Columns: Name, Type (Item or Package), Description, Price, Unit, Category, Taxable, and Status.
Package rows are visually distinct — shown in bold purple in the Type column — so you can tell at a glance which entries are bundles rather than single items.
The search box filters across name, description, category, and unit.
Each row has its own edit and delete actions — there's no bulk delete or export here, changes are made one item at a time.
Adding an item
Name and Unit are required; everything else is optional.
Price is the default unit price that pre-fills when this item is added to an estimate, invoice, or job — you can still override it on any individual line.
Unit is a fixed list: Each, Hour, Sq Ft, Linear Ft, Job, or Day.
Category is a free-text field (e.g. "Plumbing," "Electrical") for your own organization.
Taxable controls whether this item's price is included when tax is calculated on an estimate or invoice — matching the per-line taxable checkbox you see there.
Active/Inactive lets you retire an item without deleting it. Inactive items no longer show up when adding line items elsewhere, but stay on record for anything that already used them.
Packages: bundling items together
Set Type to Package to build a bundle instead of a single item.
A package is made up of individual catalog items, each with its own quantity — for example, a "Furnace Tune-Up" package might bundle one inspection item and two filter items together.
Packages can only contain items, not other packages — you can't nest one package inside another.
When a package is added as a line item on an estimate, invoice, or job, it automatically expands into all of its individual child line items rather than staying collapsed as one line.
Where the catalog gets used
Estimates, Invoices, and Jobs all pull from this same catalog when you choose "Add from Service Catalog" instead of typing a line item by hand.
Keeping it current means pricing stays consistent everywhere, instead of drifting slightly every time someone types a price from memory.
A few tips
Build your most common bundles as Packages early — it turns a five-line estimate into a single click instead of five.
Use Category consistently (the same spelling and casing every time) since it's just free text — an inconsistent category list makes searching and organizing harder than it needs to be.
Deactivate old items instead of deleting them if they were ever used on a real estimate or invoice — that keeps historical documents accurate instead of leaving a dangling reference.
Double-check the Taxable flag on labor-only items — it's easy to default everything to taxable and accidentally overcharge tax on a service that shouldn't have it in your area.