Sell Services & Products

Productize your services and sell them online.

Package your services with clear deliverables, timelines and fixed pricing. Clients order and pay from their portal, and you manage every order and request from one place.

One-time & recurringCustom intake formsRequest limits
Service packages with pricing
Service packages

Packages that make buying easy.

Bundle related services into clear packages with content, images and pricing. Choose one-time or recurring billing, set the currency, enable payment methods and assign a team member.

  • One-time or recurring service packages
  • Rich descriptions and images
  • Per-package currency and payment methods
  • Assign an owner to each package
Creating a service package
Project data collection form
Intake forms

Collect the brief before work starts.

Add custom fields to each package so clients provide everything you need when they order: text, numbers, dates, single and multi-select options and more. Fewer delays and less back-and-forth.

  • Custom fields per package
  • Text, number, date and select inputs
  • Answers saved with every order
Request limits

Protect your capacity.

Cap how many project requests a client can submit in a given period for each package, so incoming work stays manageable and retainers stay profitable.

  • Request limits per package
  • Monthly or custom periods
  • Clear limits for clients
Project request limit settings
Client paying for an order online
Orders & requests

Manage every order from start to finish.

Track orders and project requests with statuses you control and colors that make them easy to scan. Clients follow progress from their portal.

  • Custom order and request statuses
  • Bank-deposit uploads for offline payment
  • Client-visible progress
One platform

Everything works together

Every feature shares the same clients, deals and documents, so nothing gets re-typed and nothing slips through the cracks.

Questions

Frequently asked questions

Still have questions? Browse the User Guide or contact us.

Can I sell subscriptions or retainers?

Yes. Create recurring service packages and bill clients automatically at the interval you choose.

Can I collect project details when a client orders?

Yes. Add custom intake fields to each package so you receive the brief with every order.

Which payment methods are supported for packages?

Any payment method you’ve set up in Settings, including ACH, Stripe, PayPal, WooCommerce gateways and bank deposits.

Can I limit how much work a client can request?

Yes. Set project request limits per package for a given time period.

Turn your services into products.

Sell packages, collect the brief and get paid online. Start free for 30 days.