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Catalogs: Your Service & Pricing Command Center

The WorkZen TeamDecember 31, 202410 minutes
Catalogs: Your Service & Pricing Command Center

Every service business owner knows the frustration: a technician quotes one price while the office quotes another, or you spend precious minutes hunting for that pricing sheet you updated last month. Inconsistent pricing costs money, confuses clients, and makes your business look unprofessional. WorkZen Catalogs solve this by giving you a single source of truth for every service you offer.

What Are Catalogs?

Think of your catalog as a digital price book that lives in the cloud and follows your team everywhere. It's a centralized library containing all your services, materials, labor rates, and packages - complete with descriptions, pricing, and categories. Instead of typing "AC tune-up - $149" from memory every time you create an estimate, you simply select it from your catalog.

Professional HVAC catalog example showing summer specials, service packages, and equipment deals for a service business

But catalogs go beyond simple price lists. Each item can include detailed descriptions that explain what's included, helping clients understand the value they're getting. You can attach photos, set cost tracking for profitability analysis, and even link related items that are commonly sold together.

Why Catalogs Transform Your Business

The immediate benefit is speed. Creating an estimate that once took ten minutes now takes two. Your team selects items from the catalog, adjusts quantities if needed, and sends - no typing, no searching, no second-guessing prices. This speed matters especially in competitive markets where the first quote often wins the job.

But the deeper transformation is consistency. When every team member pulls from the same catalog, clients get the same professional experience regardless of who they interact with. Your brand feels more established, your pricing feels more confident, and disputes about "what was quoted" virtually disappear. Plus, when it's time to raise prices, you update the catalog once and every future estimate reflects the change automatically.

Getting Started with Catalogs

Building your first catalog doesn't require a weekend of data entry. Start with your top twenty services - the jobs that make up 80% of your revenue. For each one, add a clear name, a client-friendly description, and your current price. As you work through the week, add new items when you encounter services that aren't yet cataloged. Within a month, you'll have a comprehensive library built naturally from your actual work.

Organize items into categories that match how your team thinks. A plumbing company might use "Drain Services," "Water Heaters," and "Fixtures." An HVAC business might prefer "Maintenance," "Repairs," and "Installations." The right structure makes searching fast and training new employees simple.

Your Pricing Foundation

A well-maintained catalog becomes the foundation for scaling your business. New hires can create accurate estimates on day one. Franchise operations maintain pricing consistency across locations. And when tax season arrives, you have clean data showing exactly what services generated your revenue.

WorkZen's free-forever plan includes full catalog functionality, so you can start building your service library today. The investment of time pays dividends every single day in faster quotes, happier clients, and a more professional operation.

Frequently Asked Questions

Catalog items are pre-defined services or products with set descriptions, prices, and categories that you can quickly add to any estimate or invoice. Custom line items are one-off entries you create on the spot. Catalog items save time and ensure consistency, while custom items offer flexibility for unique situations.
Yes, WorkZen supports multiple pricing tiers within your catalog. You can set up different rates for residential vs. commercial clients, or create VIP pricing for loyal clients. The appropriate price is applied based on the client's profile.
When you update a catalog item's price, existing estimates and invoices remain unchanged - they keep the price that was locked in when created. Only new estimates will reflect the updated pricing, protecting you from accidentally changing agreed-upon quotes.
Yes, WorkZen supports importing catalog items from spreadsheets. You can export your existing price list to CSV format and import it directly, saving hours of manual data entry when setting up your catalog.
Absolutely. Technicians can access the full catalog from the mobile app, making it easy to add items to jobs in the field. They can search by name or category, see descriptions and pricing, and add items to invoices on-site.
Yes, WorkZen lets you create custom categories and subcategories for your catalog. Most businesses organize by service type (maintenance, repairs, installations) or by trade area (HVAC, plumbing, electrical) for easy navigation.

Ready to transform your field service business?

Start using WorkZen today - it's free to get started!