Operations · Services
Know what you offer.
Make the scope clear.
Your service offerings and prices in a shared catalog, connected to the customer and the work your team delivers. Add service fields in Studio.
Talk to us4 services · 3 active
- Discovery workshopScope, requirements, and project planning Price range $500 to $800 Active Duration 4 hours
- Implementation supportWorkspace configuration and rollout support Price range $1,200 to $2,000 Active Duration 2 weeks
Agreed client prices
- Bluebird Studio Below range $1,100
- Northwind Traders Within range $1,500
- Team trainingGuided product training for the team Price range $300 to $600 Active Duration 3 hours
- Legacy data reviewReview of source records before migration Price range $400 to $700 Inactive Duration 1 day
Each bar is a catalog price range on one $0 to $2,000 scale. A dot is a price agreed with one customer. Duration is a field this sample workspace added in Studio.
The catalog, the customer, the work.
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A service catalog
Define the services your business offers and their stored pricing.
On the service recordService Name · Price min · Price max · Description
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Customer specific pricing
Maintain the applicable service pricing for client relationships.
On the service recordAgreed client prices
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Delivery and billing context
Use service records with the projects, tasks, and invoice workflows connected to them.
On the service recordHow it is billed · Projects · Customers
One catalog price, then the price you agreed.
Each customer can have a price agreed for a service. The service record lists those prices against the catalog range, and where none is agreed, customers pay the catalog price.
Catalog price
What you quote for this service, in USD.
- From
- $1,200
- To
- $2,000
How it is billed
How invoices for this service are put together.
- Billing
- Fixed price
- Invoiced from
- One fixed invoice
Agreed client prices
Prices agreed with individual clients, against the catalog range.
- 1 Bluebird Studio Below range $1,100
- 2 Northwind Traders Within range $1,500
- 3 Acme Corp Above range $2,200
On a service nobody has an agreed price for, such as Team training, the list reads: No customer has an agreed price. Customers pay the catalog price.
From the entry to the invoice.
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Define the offering
Create the service and the information your team needs to sell it.
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Set the applicable price
Review the catalog price and any customer specific arrangement.
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Deliver and invoice
Use the stored service record as the work moves toward billing.
Quote the way you quote work.
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A "Crew size" field
A landscaping business records how many people each service needs.
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Standard duration
Add a duration field so quotes and schedules agree.
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Your own sections
Group fields into "Pricing notes" and "Customer facing description".
Controls around services
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Fields and layout in Studio
Add service fields such as duration or crew size, and present the list the way you quote work.
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Roles and permissions
Decide who can see, create and change services, down to records and fields, with custom roles.
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Agaro Agent
Ask about your services in plain language. The Agent asks before it changes a record, and it works within your permissions.
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Your own custom modules
When services needs a neighbour Agaro does not ship, build a module with your own fields, workflows and records in Studio.
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App Builder
Build a website, document, slides or internal app next to your services, described in plain words.
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Open API and MCP
Connect your own systems, or let Claude and other AI clients work inside Agaro with the same permissions.
Free covers one CRM user. Studio custom modules, AI agents, API and MCP, single sign on and multi company are on Scale and up. See plans and pricing. Agaro ERP is in Preview / Pilot, so you shape it directly with the product team.
Read more: From lead to payment: how one record travels through your business
Where a service goes next.
Services gives sales, delivery, and accounting a common record of what the customer is buying.
- Productivity
Projects
Organize project work, assign tasks, track a budget, and follow delivery progress. Start repeatable work from templates, and add project fields in Studio.
- Accounting
Invoices
Create, send, and track invoices from your customer and catalog records. Email them with reminders, share a payment link, set payment schedules, issue credit notes, and run recurring invoices and subscriptions. Add custom invoice fields in Studio.
- CRM
Contacts
Companies and people with addresses, notes, and history in one place, shared by sales, marketing, and finance. Add your own custom fields and shape the list, grid, and board views in Studio.