Set up services, prices and business details

Add the work you sell, set usual prices, and check the business and invoice details customers will see.

Reviewed 26 July 2026For Web, iPhone & iPad, Android
In this guide

Set up reusable services before creating regular work. A service gives jobs, quotes and invoices a consistent name and usual price, while your workspace and invoice settings control the business details customers see.

Add the services you normally provide

Use a clear customer-friendly name, such as Exterior window clean or Gutter clearance. Add the price you charge most often; you can still change the description or price on an individual job, quote or invoice.

Instructions for your platform

Choose where you’re using Surehand. We’ll remember your selection for the next guide.

Set up services on the web

  1. Open Services from the main navigation.
  2. Choose Add Service.
  3. Enter a recognisable service name.
  4. Add the usual price and tax treatment.
  5. Add a description if it will help when building customer-facing documents.
  6. Save the service.
Example data: fictional window-cleaning services and prices in the current Surehand web app
Example data: fictional window-cleaning services and prices in the current Surehand web app

Check business and invoice settings

  1. Open Account → Profile and check the business contact details.
  2. Open Account → Branding to review the logo and customer-facing identity.
  3. Open Account → Invoices and check the payment terms, invoice wording and accounts contact details.
  4. Open Account → Billing to confirm the workspace currency, timezone and tax settings.

Review each screen before saving. Changing defaults affects future work and documents; it does not necessarily rewrite records that already exist.

Choose useful defaults

Defaults should match the most common version of the work. Keep special access requirements, unusual prices and property-specific details on the customer or job rather than creating many nearly identical services.

Before sending customer-facing documents

Create a draft quote or invoice and check:

  • Business name, address and contact details.
  • Logo and branding.
  • Currency and tax.
  • Payment terms and due date.
  • Service descriptions and prices.

Correct the settings before sending a document if anything is wrong.