Getting Started
How Offerings Power Your Entire Business
Understand how offerings configure AI conversations, estimates, scheduling, and invoices.
intermediate
4 min read
offerings
configuration
ai
pricing
Quick Answer: Offerings aren't just a service catalog - they tell your AI what to say, set appointment durations, configure pricing for estimates, and define what data to collect during calls.
Offerings Impact
- AI conversations - Descriptions, pricing, what to collect
- Scheduling - Duration, calendar assignment, availability
- Estimates - Line items and pricing strategies
- Invoices - Consistent pricing throughout
Key Insight
When you update an offering's price, that change flows through to new estimates, new jobs, and new invoices automatically. Your AI also immediately knows the new price.
Frequently Asked Questions
Q: Do I need to update multiple places?
A: No, update offerings once and changes flow everywhere.