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.
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 Services → New 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
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.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 Products → New Product → Fill details → Save Required: Product title and at least one variant Optional: Description, tags, SKU, additional variantsVariants 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
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.
| Services | Products | |
|---|---|---|
| Best for | Hourly or flat-fee work | Packaged deliverables, tiered offerings |
| Pricing | Fixed or hourly rate | Per-variant pricing |
| Variants | No | Yes (multiple per product) |
| SKU support | No | Yes |
| Bookable online | Yes | No |
| Time tracking | Yes | No |
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
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
