Services
Per pane, per square foot, tiered packages, flat, or custom. Build the library once and every estimate, invoice, and recurring plan starts from real prices instead of guesses.
The library
Window cleaning by the pane, driveways by the square foot, gutters by the linear foot, moss treatment flat. Build the library once and every estimate starts from it.
Packages
Roofline classic, roofline plus peaks, full estate. One holiday lighting service carries every package with its own flat price, instead of four duplicate templates drifting apart.
Recurring
Put a customer on a quarterly window plan and the next visit is always on the calendar. The plan carries its own pricing and discount, separate from one-off work.
Pricing models
Per unit
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
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
For services where you've already done the math and the customer just wants a price. Set it once, reuse it forever.
Custom
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.
| Small home | Up to 25 panes | $200 |
| Mid home | 26 to 50 panes | $375 |
| Large home | 51 to 90 panes | $580 |
| Estate | 91+ panes | $750 |
Everything the library carries
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.
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.
Build the library once
A service library that matches how your trade actually prices, feeding every estimate, invoice, and recurring plan.
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