Service catalog with per-piece and per-batch pricing
Define your common services once - deburring, tapping, setup, programming, finishing - then apply them to quotes with one click. Per-piece services bill per part; per-batch services bill once per run.
Service pricing problems this solves
Typing service prices by hand every time
Deburring is $0.15/part - but you have to remember that and type it into every quote.
Inconsistent service pricing
One quote says $0.10/part for tapping, another says $0.25. Customers notice.
Forgetting to charge for setup
Programming, fixture setup, material load - easy to miss when you're rushing.
Per-piece vs per-batch confusion
Setup should bill once per job, not per part. Deburring should bill per part. Manual tracking is error-prone.
Services buried in line items
Customers see a wall of charges. They can't tell what's cutting vs finishing vs setup.
How the service catalog works
Define services in your catalog
Create entries for common services: deburring, tapping, setup, programming, freight, finishing, etc. Set names and default prices.
Choose per-piece or per-batch
Per-piece services multiply by quantity (e.g., $0.10/part × 100 parts = $10). Per-batch services bill once (e.g., $50 setup, regardless of quantity).
Apply services to quotes or parts
Quote-level services (like setup or freight) apply to the whole quote. Part-level services (like deburring) apply per part.
Pick from catalog or override
When adding a service, pick from your catalog to use saved pricing. Override the amount if needed for a specific job.
Control customer display
Choose whether services show as separate line items or roll into part costs. Mark some services as 'always show' for transparency.
Service catalog capabilities
Reusable service definitions
Define services once with name, default price, and per-piece/per-batch setting. Apply to any quote from a picker.
Quote-level services
Services that apply to the entire quote: setup, programming, freight, packaging, etc. Bill once per quote.
Part-level services
Services that apply to specific parts: deburring, tapping, finishing. Can be per-piece (multiply by quantity) or per-batch (once per part type).
Per-piece vs per-batch toggle
Per-piece = price × quantity. Per-batch = price × 1. Choose the right model for each service.
Customer display control
Show services as line items, or roll them into part costs. Mark specific services as 'always show as line item' for transparency.
Catalog picker in quote editor
When adding services to a quote or part, pick from your catalog with one click. Override amounts when needed.
Why shops love the service catalog
Frequently asked questions
Quote-level services apply to the entire quote (setup, freight, programming). Part-level services apply to specific parts (deburring, tapping, finishing). Both can be per-piece or per-batch.
Per-batch services bill once regardless of quantity. If you charge $50 for setup and the order is 100 parts, setup is still $50. Per-piece services multiply by quantity ($0.10/part × 100 = $10).
Yes. When you apply a service, you can use the catalog price or override it for that quote. The catalog provides defaults; you can adjust when needed.
You control the display mode. Services can show as separate line items, or roll into part costs for a cleaner view. You can mark specific services as 'always show' for transparency.
Yes. The service catalog is shared across your organization. Everyone picks from the same list, ensuring consistent pricing.
You can add a custom service directly on the quote without adding it to the catalog. For services you use often, add them to the catalog for reuse.
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