> ## Documentation Index
> Fetch the complete documentation index at: https://docs.every.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Services & Products

> Build a reusable catalog of service templates and sellable products with structured pricing for invoices, proposals, bookings, and time tracking

## 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.

<Card title="Open Services" icon="layout-grid" href="https://every.ai/services" horizontal>
  View and manage your service catalog in Every
</Card>

### Creating a Service

Go to [**Services**](https://every.ai/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

<Tip>
  **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"
</Tip>

### Where Services Show Up

Services power several parts of Every:

* **[Invoices](/billing/invoices-and-proposals)** — add standard line items without retyping names and rates
* **[Proposals](/billing/invoices-and-proposals)** — reuse the same service pricing when quoting work
* **[Bookings](/scheduling/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.

<Tip>
  **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"
</Tip>

***

## 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.

<Card title="Open Products" icon="package" href="https://every.ai/products" horizontal>
  View and manage your product catalog in Every
</Card>

### Creating a Product

Go to [**Products**](https://every.ai/products) → **New Product** → Fill details → **Save**

**Required:** Product title and at least one variant
**Optional:** Description, tags, SKU, additional variants

<Tip>
  **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"
</Tip>

### 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

<Note>
  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.
</Note>

|                 | 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.

<Note>
  Updating a service or product changes future usage only. Existing invoices and proposals keep the values that were already saved.
</Note>

## Best Practices

<Tip>
  * 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
</Tip>

## Next Steps

<CardGroup cols={2}>
  <Card title="Create Invoices" icon="file-invoice" href="/billing/invoices-and-proposals">
    Reuse your service and product catalog on invoices
  </Card>

  <Card title="Create Proposals" icon="file-check" href="/billing/invoices-and-proposals">
    Quote work with structured services and products
  </Card>

  <Card title="Manage Bookings" icon="calendar-check" href="/scheduling/bookings">
    Make selected services bookable online
  </Card>

  <Card title="Manage Clients" icon="users" href="/clients/clients">
    Organize the clients you bill
  </Card>
</CardGroup>
