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Overview

Every gives you two ways to catalog what you sell:
  • Services — reusable templates for work you perform (consulting, design, development, etc.). Best for time-based or flat-fee engagements.
  • Products — packaged items, deliverables, or digital goods with optional variants and SKUs. Best for tiered offerings, licenses, retainers, or physical items.
Both feed into invoices, proposals, and other billing workflows so you never retype names, rates, or descriptions.

Services

Services are the building block for most service businesses. Define a service once and reuse it everywhere.

Open Services

View and manage your service catalog in Every

Creating a Service

Go to ServicesNew Service → Fill details → Save Required: Name, rate, pricing model Optional: Description, default tax rate, internal notes for Every Agent Pricing models:
  • Fixed for flat-fee work
  • Hourly for time-based billing
Ask Every Agent: Create services quickly:
  • “Create a service called Strategy Consulting at $200 per hour”
  • “Add a fixed-price service for Website Audit at $2,500”
  • “Create an hourly service called Fractional CFO at $300 per hour with HST”

Where Services Show Up

Services power several parts of Every:
  • Invoices — add standard line items without retyping names and rates
  • Proposals — reuse the same service pricing when quoting work
  • Bookings — choose which services can be booked online
  • Time Tracking — associate time entries with a service for cleaner billing

Managing Services

Search and filter — use the Services list to search by name or description and review active vs. archived services. Editing — open a service → Edit → update fields → Save Changes. Common updates include raising rates, adjusting default tax settings, and improving descriptions for clearer client-facing line items. Archiving — archive services you no longer sell to remove them from active selection lists while preserving historical usage.
Ask Every Agent: Maintain your catalog:
  • “Increase my Strategy Consulting service to $225 per hour”
  • “Archive the Legacy Support service”
  • “Show me all active hourly services”

Products

Products give you more structure when you sell packaged deliverables, digital goods, licenses, retainers, or physical items — especially when pricing varies by tier or configuration.

Open Products

View and manage your product catalog in Every

Creating a Product

Go to ProductsNew Product → Fill details → Save Required: Product title and at least one variant Optional: Description, tags, SKU, additional variants
Ask Every Agent: Create products quickly:
  • “Create a product called Brand Sprint with a standard variant at $3,000”
  • “Add a product named Analytics Package with Lite and Pro variants”
  • “Create a digital product for Template Bundle at $199”

Variants and Pricing

Variants let you keep multiple versions of the same product under one record. Each variant can have its own title, price, SKU, and description. Typical examples:
  • A monthly retainer with small / standard / enterprise versions
  • A digital product with standard and premium tiers
  • A workshop with virtual and in-person variants
Use variants when the product is conceptually the same but pricing or packaging changes by tier or configuration.

Managing Products

Editing — open a product → Edit → update fields or variants → Save Changes Status — products can be Draft (still being defined), Active (ready to use), or Archived (no longer sold). Tags — use tags to group products for internal organization, especially if you sell multiple lines of work.

Services vs. Products

If the item is primarily time-based work, put it in Services. If it is a sellable package or item with variants, put it in Products. You can use both on the same invoice or proposal.
ServicesProducts
Best forHourly or flat-fee workPackaged deliverables, tiered offerings
PricingFixed or hourly ratePer-variant pricing
VariantsNoYes (multiple per product)
SKU supportNoYes
Bookable onlineYesNo
Time trackingYesNo

Pricing and Tax Defaults

Both services and products support default pricing that carries into invoices and proposals automatically. Services also support a default tax rate so tax is applied consistently whenever the service is used.
Updating a service or product changes future usage only. Existing invoices and proposals keep the values that were already saved.

Best Practices

  • Create services and products early so your catalog is ready when you bill
  • Keep names client-friendly — they appear on invoices and proposals
  • Use variants instead of duplicate products when only pricing changes
  • Archive items you no longer sell instead of deleting them
  • Use the same catalog across invoices, proposals, bookings, and time tracking for consistency

Next Steps

Create Invoices

Reuse your service and product catalog on invoices

Create Proposals

Quote work with structured services and products

Manage Bookings

Make selected services bookable online

Manage Clients

Organize the clients you bill