Overview
Services are reusable templates for the work you sell. Use them to keep pricing, descriptions, and tax defaults consistent across invoices, proposals, bookings, and time tracking. Key capabilities:- Fixed or hourly pricing
- Default tax rate per service
- Reusable descriptions
- Works across billing and scheduling workflows
Open Services
View and manage your service catalog in Every
Creating Services
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
Updating a service changes future usage. Existing invoices and proposals keep the values that were already saved.
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:- Raise rates for new work
- Adjust default tax settings
- Improve 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.Best Practices
Next Steps
Products
Document the products you sell alongside your services
Create Invoices
Reuse your service catalog on invoices
Manage Bookings
Make selected services bookable online
Track Time
Link time records back to billable services