Services library
Generic field service platforms try to be every trade at once, so they end up shaped like nothing in particular. ShineCRM's service library is built for window cleaning, pressure washing, gutter cleaning, and soft wash crews. Real tier tables, per-pane pricing, default photos, per-service tax rates, and an archive that doesn't break last year's books.
Templates that fit the trade
Save the services you actually offer as reusable templates. Each template carries a name, description, pricing model, default price, unit label, default photo with alt text, default tax rates, and a category. Pull one onto an estimate and it's ready to send.
Name and description
Line breaks preserved across the editor, estimate, and customer portal. What you wrote is what the customer reads, not a flattened single-line summary.
Pricing model
Per unit, tiered, flat, or custom. Pick the model that matches the job and the unit label that matches your trade.
Photo with alt text
Default photo pulls onto every estimate built from the template. Alt text supported for screen readers and accessibility.
Tax + category
One or more default tax rates per service, plus a category for fast picking when building an estimate.
Four ways to price
Every service uses one of four pricing models. The unit label flexes inside per unit, so you can charge per pane, per square foot, per item, or per hour with the same primitive. Honest and clear, not six fake categories that all do the same thing under the hood.
Per unit
Count it, price it, ship the quote.
Per pane, per square foot, per item, or per hour. One pricing model, four unit labels, no math gymnastics.
The pricing model the rest of the industry refuses to support natively for window cleaners.
Tiered
Named packages, flat prices.
Define a set of named packages on one service. Small home, mid home, large home, estate, or any structure that fits your trade. The operator picks the package that matches the property and the line uses that fixed total.
One service, four packages, no duplicate templates to keep in sync.
Flat
One number, no breakdown.
For services where you've already done the math and the customer just wants a price. Set it once, reuse it forever.
Custom
Operator-defined at quote time.
For one-offs, complex scopes, or jobs that don't fit a template. The line item is still attached to a service, so reporting stays clean.
Per unit, four unit labels
The per-unit model is a single primitive with a label that fits your trade. Same math, different vocabulary.
Per pane
Window cleaning
Per sq ft
House wash, roof, decks
Per item
Screens, skylights, chandeliers
Per hour
Custom, one-off, hard-to-scope
Tiered pricing
The 20-pane condo and the 90-pane estate aren't the same job, so they shouldn't share a single flat price or live as three near-identical service templates. ShineCRM lets one service carry a set of named packages, each with its own flat total. Build the estimate, pick the package that fits the property, done.
A worked example, in product.
One service called "Exterior window cleaning," with four named packages by property size. When the operator adds the service to an estimate, ShineCRM shows the package list. They pick "Mid home," the line is created at that flat total, and the quote reads cleanly to the customer.
Service
Exterior window cleaning
Each row is a named package on one service. Operator picks one, the line uses that flat total.
Photos that sell
Attach a photo to a service template once. Every estimate, invoice, and portal page built from that service pulls it in, sized and laid out properly. No thumbnail strips, no broken aspect ratios, no chasing down a stock image at 9pm.
Photos uploaded from the truck via the mobile app are resized client-side before upload to keep things fast on weak signal. Alt text is supported for screen-reader friendliness.
Descriptions that read like writing
Service descriptions preserve line breaks across the editor, the estimate, and the customer portal. Bullet a scope, separate inclusions from exclusions, write a paragraph if the job needs one. What you wrote is what the customer reads.
Categories
Build categories for the way you actually estimate. Windows, pressure washing, gutters, roof, add-ons, whatever fits. Set the sort order so the picker matches your mental model. Delete a category and ShineCRM reassigns its services for you instead of leaving the library broken.
Services library
30 activeWhy categories matter when you're quoting fast.
Building a quote from a flat list of 40 services is a friction tax. Categories let your team scan to "Gutters" and pick the right two line items in two seconds. Sort order is yours to set, so the most-used services are always on top.
Default tax rates
Most line-item tax mistakes happen because someone forgot. ShineCRM lets each service carry one or more default tax rates, applied automatically the moment the service hits an estimate or invoice. Operators can still override on the line if a specific job needs something different.
Multiple rates per service
GST + PST, state + local, or any combination your jurisdiction needs. The list is yours to configure once.
Flows to estimate and invoice
Defaults flow from service to estimate to invoice automatically. The customer sees the tax breakdown they should see, every time.
Orphan-safe
A database trigger removes deleted tax rates from a service's defaults automatically, so the relationship can't silently drift out of sync.
Archive, don't delete
Discontinuing a service shouldn't break the estimates and invoices that used it. ShineCRM archives services instead of deleting them. The template leaves the picker, the historical line items stay intact, and existing references show an archived-source badge so your team knows the template is no longer live without losing any of the trail.
Soft archive, hard-linked history
Archived services keep their foreign keys to old line items. Reporting and audit trail keep working unchanged.
Archived-source badge on web and mobile
Existing line items on an open estimate or invoice show a small badge when their source template is archived, on both web and the native mobile estimate builder.
Name collision hinting
Creating a service that shares a name with an archived one shows a hint, so you can either restore the old one or rename the new.
Dedicated archived view
Archived services live in a dedicated view, separated from the active library so the picker doesn't fill up with services you no longer offer.
Web and mobile
ShineCRM ships the service library on both web and native mobile. Both surfaces handle the full pricing-model set, photos, categories, default tax rates, and archive. The mobile app adds bulk select, sort, and on-truck photo swap so editing doesn't have to wait until you're back at a desk.
Web dashboard
Library, editor, categories, archive.
Full library view with search and category filtering. Inline editing, autosave on the detail form, manage-categories route with auto-reassign on delete.
Native mobile
Bulk select, sort, edit from the truck.
Bulk-select multiple services to archive at once. Sort by name or price. Swap a photo from the camera roll on the spot, client-side resized before upload.
Everything in one library
Templates
Save real services as reusable templates. Name, description, pricing model, photo, tax rates, category.
Four pricing models
Per unit, tiered, flat, custom. One enum, honest.
Unit-label flexibility
Per pane, per square foot, per item, per hour. Same pricing model, different label.
Named packages per service
One service can carry multiple named packages, each with a flat price. Operator picks one when building the estimate.
Photos with alt text
Default photos pull onto every estimate. Alt text supported for screen readers.
Per-service tax rates
Assign default rates per service. They flow to estimates and invoices automatically.
Categories and sort
Group services for fast picking. Set the order to match how your team thinks.
Archive without history loss
Retire a service without breaking last year's estimates and invoices.
How it compares
Most field service software was designed for plumbers and HVAC, then bolted on a "windows" category and called it good. ShineCRM was built around the trades that price by pane, square foot, and volume tier from day one.
| Capability | Typical FSM | ShineCRM |
|---|---|---|
| Per-pane pricing as a first-class model | Faked via per-unit, no preset | Native, with pane as the default unit |
| Named packages on one service | Faked with duplicate templates per size | Multiple named packages per service, picked at quote |
| Default photo on every template | Per-quote, manually attached | Attach once, flows everywhere |
| Default tax rates per service | Set per estimate | Per service, flows to estimate and invoice |
| Archive without breaking history | Delete loses references, soft delete partial | Soft archive plus archived-source badge |
| Bulk operations on mobile | Web-only, often | Bulk select and sort on native mobile |
| Descriptions with line breaks | Often collapsed to one line | Preserved across editor, estimate, and portal |
Frequently asked
ShineCRM supports four pricing models: per unit (per pane, per square foot, per item, or per hour, depending on how you label the unit), tiered packages (volume-based, with a real min/max table per service), flat rate (one number), and custom (operator-defined at quote time). Each service in your library carries its own model, default price, and unit label.
Tiered pricing lets you define named packages on a single service, each with a flat total price. A window cleaning service can carry a Small home package, a Mid home package, a Large home package, and an Estate package, each tied to a property-size band and each with its own fixed price. When the operator builds the estimate, they pick the package that fits the property and the line uses that exact total. Other field service software typically forces you to fake this with duplicate services per size.
Yes. Every service can carry one or more default tax rates. When the service is added to an estimate or invoice, those rates flow through automatically. Tax rates are managed centrally and stay valid across the org.
Create categories from the services library (Windows, Pressure Washing, Gutters, Roof, Add-ons, anything you want). Set a sort order so the picker matches how your team thinks about the list. Services land in the right category when building an estimate, so nobody has to scroll a flat list of 40 line items.
Archive it. The service disappears from the picker and the active library, but every historical estimate, invoice, and job that referenced it stays intact. Existing line items get an archived-source indicator on both web and mobile so you know the original template is no longer live, without breaking last year's books.
Yes. The mobile app has its own services library and editor. Bulk select, sort by name or price, and edit a service from a truck mid-route. Photos can be replaced from the camera roll on the spot and are resized client-side before upload so it stays fast on a weak signal.
Built for one trade. Done right.
ShineCRM is built specifically for exterior cleaning. Every pricing model, every default, every archive behavior exists because someone in the trade asked for it.