The service catalog

The service catalog (Quotes page, Catalog tab) is your priced menu: filter cleans, salt cell replacements, acid washes, each with a default price and description.

Why bother

• Speed: building a quote becomes picking line items instead of typing them. Ninety seconds in a driveway, on a phone.
• Consistency: every tech quotes the acid wash at the same price with the same description. No more "Dave quotes it at 250, Maria at 300".
• Analytics: the Reports page's quote performance section ranks your top catalog items by revenue and win rate, which only works when quotes are built from catalog items instead of free-typed lines.

Building a good catalog

Start with the ten jobs you actually quote monthly. For each: a customer-readable name ("Filter deep clean" not "DE teardown"), a description worth reusing (it prints on the quote and the invoice), and your real price. You can still adjust the price on any individual quote; the catalog is the default, not a cage.

Ripple effects

• Catalog descriptions appear verbatim on customer-facing quotes, invoices, and PDFs. Write them once, well.
• Retiring an item (soft delete) keeps old quotes intact; it just leaves the picker.
• Techs can quote from the catalog in the field even when their quotes require office review; the review then is just a price check, not a rewrite.

A pattern that prints money

Pair the catalog with Equipment Eye habits: tech logs "pump bearing noisy" at a stop, office opens a quote, picks the pump replacement catalog item, sends it that evening. The customer gets a professional quote the same day the problem was spotted, which is exactly when they are most inclined to say yes.