Customize Your Services

Easily customize your services and pricing in ConvertLabs to streamline your operations.

Written by Isabel

Updated 1 week ago

Tailor your service offerings and pricing to perfectly match your business. While we provide default pricing for cleaning companies, you have full flexibility to modify or create your own.

To ensure a smooth setup, we recommend reviewing the foundational articles before making changes to your pricing structure.

Start by reading:

How Services Work in the Booking Form
The instructions relevant to your account status:

- If you are new to ConvertLabs (no existing bookings)

- If you are an old client with existing bookings

This article explain how services and their elements interact, and how editing behaves depending on whether bookings already exist.

Once you understand the structure, you can proceed with the step-by-step guides below.

Reviewing the articles in this order will help you avoid pricing conflicts and ensure your configuration is set up correctly from the start.

How Services Work in the Booking Form

In the booking form, Services are the primary selection and appear as a dropdown menu. Everything else in the form is structured around the selected service.

Once a customer selects a service, the system dynamically displays the elements assigned to that specific service:

1. Pricing Parameters

Pricing parameters (for example: number of bathrooms, square footage, hours, etc.) appear as a dropdown menu in the booking form.

These parameters are added to the base price of the service, automatically adjusting the total based on the customer’s selection.

For example:

Service: 1 Bedroom → $100 (base price)
Pricing parameter: 1 Bathroom → $20

In this case, the total would be $120.

Each service can have its own pricing parameters, and each parameter can have different values and prices depending on how you structure your pricing.

2. Extras

Extras are displayed as selectable icons.
They are service-specific and allow customers to add optional upgrades or add-ons.

For example:

Service: 1 Bedroom → $100
Pricing Parameter: 1 Bathroom → $20
Extra: Deep Cleaning → $120

In this case, the total would be $240

3. Frequencies

Frequencies (e.g., one-time, weekly, bi-weekly) appear after the extras.
These are also assigned per service and can affect pricing if you've set frequency discounts.

For example:

Service: 1 Bedroom → $100
Pricing Parameter: 1 Bathroom → $20
Extra: Deep Cleaning →$120
Frequency: Bi-Weekly → 20% OFF

In this case, the total would be $192

Key Principle

Each service operates independently. You can:

- Assign the same pricing parameters, extras, and frequencies across multiple services, or

- Configure entirely different options for each service.

This structure provides full flexibility. You can standardize your offerings across services or tailor each one with unique pricing logic, add-ons, and frequency options based on your business model.

If You’re New to ConvertLabs (No Existing Bookings)

You have two primary setup options:

Option 1: Edit the Default Services

You may modify the existing default services, including:

- Pricing parameters

- Extras

- Frequencies

Since the same pricing parameters, extras, and frequencies are assigned to all services, if you edit any of these, they will be automatically updated in the other services.

This is the fastest way to launch if the default structure is close to your needs.

Option 2: Start Fresh with a Custom Structure (Recommended for Full Customization)

If you prefer a fully customized pricing structure:

- Delete all existing services first.

- This will also remove their assigned pricing parameters, extras, and frequencies (these elements will be archived).

- Create your new services.

- Assign pricing parameters, extras, and frequencies afterward.

By creating all services first and then assigning elements in bulk, you can attach pricing parameters, extras, and frequencies simultaneously. This significantly reduces setup time and avoids repetitive adjustments.

Important Structural Note

- Services are individual.

- Pricing parameters, extras, and frequencies are shared elements that can be assigned to multiple services.

- If you edit a shared element, the change will automatically apply to all services where it is assigned.

- However, some elements may be unique to a specific service (for example, deep cleaning), since pricing can vary depending on the service.

If You’re an Old Client with existing Bookings

Editing behaves differently once bookings exist.

1. Existing Bookings Will Not Change

If you modify services or their elements, existing bookings retain their original price, prices change only if you manually edit the booking.

2. Pricing Structure Adjustments with Existing Bookings

When bookings exist, editing the pricing structure works slightly differently. The system creates a copy of the service to preserve historical pricing integrity. This ensures past bookings maintain their original pricing.

3. Editing Shared Elements Requires Caution

Because of this structure:

Editing pricing parameters, extras, or frequencies in one service may not automatically update them across other services.

You may need to update elements service by service.

If an element updates inconsistently, the most reliable solution is:

- Delete that element from all services.

- Recreate the element and assign it to the intended services.

Following the appropriate setup path based on your booking status will help you avoid pricing conflicts and save time during configuration.

How To Customize Services in ConvertLabs

Go to Settings → Services.

You can either edit the default services or create new ones.

Editing Default Services

Just click on the Service and edit the price, then click "Save Changes".

You can also edit the Pricing Parameters, Extras and Frequencies.

Creating New Services

You can always create new services, or if you wish to start fresh, it’s recommended to remove all existing services first — this simplifies setup.

Then:

Click New Service (top-right corner).
Add the Service Name, Price, Duration in minutes and (if enabled) Category.

📝 Recommendation: Create all your services first, then assign other elements (such as pricing parameters, extras, and frequencies) afterward. This ensures a smoother setup process.

📊 Pricing Parameters

Pricing Parameters are customizable inputs that influence service pricing and improve estimate accuracy based on specific job details, like bathrooms, half-bathrooms, square footage, etc.

To Add a New Pricing Parameter:

Click on the first service or the service you’d like to add a new pricing parameter.
Go to the Pricing Parameters tab.

Click “Add Pricing Parameter”.
Choose to add a Single Item or Quantity Range.

Single Item:

This option lets you set up pricing parameters as individual items that can be organized into groups, such as Bedrooms or Bathrooms. This structure offers greater flexibility—you don’t need to follow a strict order of prices or parameters. Each item works independently, and each group is displayed as a dropdown menu, similar to how services are presented.

Enter name.
Choose the corresponding group or select new.
You can assign it to other services as well at the same time that you’re creating it.
Enter the time duration (minutes).
Enter price.
Click "Create Pricing Parameter".

Quantity Range:

This option lets you set up pricing parameters quickly and easily—perfect if your pricing follows a consistent increase pattern (e.g., price per square foot). It allows clients to enter their exact room or home measurements, ensuring an accurate price every time.

How to Set It Up

Select the “Quantity Range” option.
Enter the name.
Assign the range to other services if needed.
Set the minimum and maximum quantities you want to offer.
Specify the duration.
Add price per unit.
Click "Create Pricing Parameter".

For instance,

If every bathroom cleaning costs $20, create this setup once, and the system will automatically calculate the total based on the number of bathrooms.

Or if you charge $0.50 per square foot, this option is ideal—it automatically adjusts the total based on the client’s entered measurements.

To Add Pricing Parameters from Existing:

Use this option if the pricing parameter already exists, and you would like to assign it to a service.

Select the pricing parameters from the existing list.
Click "Update Service" to apply them.

🔁 Frequencies

Frequencies define how often a service recurs and the associated discounts.

To Add a New Frequency:

Click on the first service or the service you’d like to add a new frequency.
Go to the Frequencies tab.
Click the “Add Frequency” button.
Enter the name (e.g., Weekly, Biweekly, Monthly).
Choose the Interval (time between bookings).
Discount Type: Choose between Percentage or Fixed Price.
Discount Value: Enter the discount amount (can be 0).
Set as Default: Optional — mark one as the default frequency.
You can assign it to other services as well at the same time that you’re creating it.
And click "Create Frequency" to save.

To Add from Existing Frequencies:

Select one or more frequencies from the existing list.
Click ‘Update Service’ to apply them.

Note: To ensure proper functionality of the booking form and system, each service must have at least one assigned frequency (e.g., “One Time”).
Services without an assigned frequency will be excluded from the booking form.

➕ Add Extras

Extras allow you to offer optional add-ons that your customers can select when booking your services.

Follow these steps to add a new extra:

Click on the first service or the service you’d like to add a new extra.
Go to the Extras tab.

Click the “Add Extra” button to create a new extra.

Enter the name of the extra.

You can assign it to other services if you want it to be available in more than one category or service.

Add a description (optional): This will appear when a user hovers over the extra in the desktop view.

Select the extra type:

- Single selection: The user can only select one unit of this extra.
- Quantity based: The user can select multiple units of the same extra.

🧩 Example: If you want to add the “Windows” extra, you can set it as quantity based if you allow it to be added more than once.

Add an icon representing the extra: Search for related icons to make the interface more visual and easier to understand.

🗂️ How to Create Categories

Categories are optional, they allow you to group related services under a single umbrella — perfect for structuring your offerings.

To enable and use Categories:

Activate Categories under Settings → Services.

Create new categories such as Residential Cleaning, Commercial Cleaning, etc.

Assign existing services or create new services to the appropriate category.
To assign existing services, simply drag and drop the services into the corresponding category.

This helps your customers easily understand your offerings and choose the right service type.

💡 Tip: You can use our Categories feature to organize your services into pricing packages. For example: standard cleaning, deep cleaning, commercial cleaning, etc.

Each category can include a set of related services for a more organized structure.

Did this answer your question?

Customize Your Services

Start by reading:

Table of Contents

How Services Work in the Booking Form

Key Principle

If You’re New to ConvertLabs (No Existing Bookings)

If You’re an Old Client with existing Bookings

How To Customize Services in ConvertLabs

Editing Default Services

Creating New Services

📊 Pricing Parameters

To Add a New Pricing Parameter:

Single Item:

Quantity Range:

To Add Pricing Parameters from Existing:

🔁 Frequencies

To Add from Existing Frequencies:

➕ Add Extras

🗂️ How to Create Categories