Manage service groups, position-based or fixed-price services and conflict rules in one place. In the audit module, firm rotation rules are tracked via the rotation column.
Organize services into logical groups.
Position-based or fixed-price (with its own cost/sale/currency).
Multi-currency price lists by position.
Conflict rules for services that can't be offered together.
The rotation column is gated to the audit module; firm rotation tracking.
The catalog directly feeds quote items.
Define service groups.
Set position-based or fixed pricing.
Create position price lists.
Pick items from the catalog in the quote.
Add, edit and detail screens. Click to enlarge.
Service groups
Services
Position pricesConcrete use cases that map to your daily work.
Organize services into logical groups to simplify management.
Create multi-currency price lists by position.
Define conflicts for services that can't be offered together.
Bring catalog items directly into the quote.
The Service Catalog shares the same data model with the modules below and transfers information automatically.
Try the module free for 7 days with your own data.