Your service catalog is the backbone of every conversation. The AI can only quote, explain, and recommend from what you put here — and it will never invent a number it does not have. Time spent here pays off on every call, so this is the one section worth getting right.
You add and edit services on the AI Assistant page. Before you write a single price, though, the decision that shapes everything is how you split your work into services in the first place.
First: one service, or several?
This is where most quote problems start. On a call, the AI matches what the customer describes to one of your services, then quotes from that service's pricing. Too many overlapping services and it can pick the wrong one — the right structure makes its job easy.
The rule: make a separate service for each distinct choice a customer makes — a different kind of work, a different frequency, or a different scope. Use pricing tiers inside a service only for the sizing details the AI asks about to land the exact price (yard size, number of dogs, beds and baths).
| Make it a separate service | Keep it as a pricing tier inside a service |
|---|---|
| Different work: mowing vs. aeration vs. leaf removal | Yard size: up to ¼ acre vs. ¼–½ acre |
| Different frequency: weekly vs. biweekly mowing | Number of dogs: 1 / 2 / 3+ |
| Different scope: standard clean vs. deep clean | Home size: 2bd/1ba vs. 3bd/2ba |
Frequencies are separate services. Set up a "Weekly Mowing" service and a "Biweekly Mowing" service, each with its own explicit per-visit price — don't put "biweekly = weekly + 20%" inside one service and make the AI do the math. Two clean services with two clean prices means it identifies the frequency and quotes it exactly.
Let the AI handle the pricing tiers
Within a single service, you don't have to script anything for the tiers to work. The AI reads your pricing — say, "$45/visit up to ¼ acre, $60 up to ½ acre" — and works out on its own that it needs to ask about yard size. Listing the tiers in your pricing is what teaches it the question to ask. This is by design: the system feeds the AI your structured data and lets it connect the dots, rather than forcing a rigid script.
Want to guarantee it asks about a sizing variable? Add a custom question for it — "Yard size" or "Number of dogs" — so the AI always collects it. Pricing tiers plus custom questions is the combination that makes quotes reliable.
Write a description the AI can sell from
Each service's description is what the AI draws on to explain the service and match it to what a caller describes. Write it for a customer, not as an internal note.
- "Standard cleaning."
- "Lawn service — call for details."
- Nothing about what is included, so the AI can't answer "what do I actually get?"
- "Recurring house cleaning: kitchens, bathrooms, dusting, vacuuming, and floors. Weekly, biweekly, or monthly."
- "Weekly lawn mowing for residential yards — mow, edge, trim, and blow off hard surfaces. Bagging on request."
- Names what's included, so the AI can explain and recommend honestly.
Write pricing the AI can quote from
Write your rates in plain English — the way you actually price the job — and the AI reads them and calculates on the call. You do not need a rigid rule builder; you need to be specific and unambiguous. Vague pricing is the fastest way to get a vague (or wrong) quote.
- "Competitive rates."
- "Depends on the job."
- "Call for pricing."
- Ranges with no anchor: "anywhere from $100 to $500."
- A clear base: "Weekly mowing: $45 per visit for lots up to ¼ acre."
- Named tiers: "¼–½ acre: $60 per visit."
- Stated conditions: "First visit $120 — includes initial cleanup and haul-away."
- A floor: "Minimum charge $45 per visit."
You can express almost any structure. Here are the common patterns and how to phrase them:
| Pricing pattern | How to write it |
|---|---|
| Flat rate | "Standard clean: $150 flat for homes up to 2,000 sq ft." |
| Per unit | "$0.02 per sq ft of lawn, $60 minimum." |
| Add-on / extra | "Bag and haul clippings: add $15 per visit." |
| First-visit premium | "First visit $120 (deep clean); recurring visits $50 each." |
| Tiered by size | "Up to ¼ acre $45 · ¼–½ acre $60 · over ½ acre — confirm size and follow up." |
| Travel / distance fee | "Add $25 per visit for Parker or Castle Rock (outside our Aurora area)." |
Here's a complete pricing box for a "Weekly Mowing" service — size tiers inside one service, with no frequency math baked in. You'd set up "Biweekly Mowing" as its own separate service the same way, with its own per-visit prices (usually a bit higher per visit, since there's more growth to cut):
Weekly mowing (mow, edge, trim, blow off hard surfaces): - Up to 1/4 acre: $45 per visit - 1/4 to 1/2 acre: $60 per visit - Over 1/2 acre: we'll confirm the size and follow up with a quote Minimum charge: $45 per visit. Travel: add $25 per visit for Parker or Castle Rock (outside our Aurora service area).
When the AI doesn't have enough to quote accurately — an unusual request, or a size outside your tiers — it collects the details and defers to you instead of guessing. That is by design.
Pricing that changes by area
If your price shifts by location, name the places. "Add $25 per visit for Parker or Castle Rock" is something the AI can apply; "add $20 outside the metro" is not — it has no idea where your metro ends. Spell out the specific towns or ZIPs, or a mile distance from a named base ("more than 20 miles from our shop in Aurora"). You can also set a surcharge on a specific service area — see the service areas guide for how coverage and surcharges work together.
Set the conversation goal
Every conversation captures the lead — collecting the caller's name and contact details is the non-negotiable baseline. The conversation goal picks the secondary objective layered on top of that, per service:
| Goal | On top of capturing the lead, the AI… |
|---|---|
| Just capture the lead (default) | Qualifies and collects contact info for your follow-up. No price, no callback promise. |
| Capture + give a quote | Also quotes a price once it has the required info — when pricing is set for the service. If none is set, it collects details and says the team will follow up. |
| Capture + arrange a callback | Also sets the expectation that a team member will call back with next steps. |
There's deliberately no "book the job" goal. The AI has no calendar or scheduling capability, so it captures qualified leads and hands off to you to schedule — it never books a slot it can't see.
Test before you trust it
After writing pricing, open the Test tab and ask for a quote on each service the way a customer would. Confirm the number is right, that the AI asks the right qualifying questions, and that it explains the price the way you would. Edits go live on the very next call — change a price at lunch and the 12:05 caller hears it.
Edit your services