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Catalogue and packages

Pre-configured services and packages. Quote in seconds, not hours.

Build services and cost catalogues once. Drop packages onto jobs and quotes for consistent pricing every time.

Services catalogue

Define services with durations, skills and default pricing used across quotes and jobs.

Cost catalogue

Maintain parts, materials and labour rates in one place for accurate line items.

Service packages

Bundle services into packages you add to a quote or job with a few clicks.

Diary-aware durations

Service durations feed smart diary checks when scheduling work.

In context

Quoting the same boiler service ten different ways costs time and margin. The services catalogue, cost library and packages give your team consistent pricing and durations in a few clicks.

Why it matters

Why teams rely on Catalogue and packages

1

Quote faster

Drop packages onto jobs and quotes instead of rebuilding line items.

2

Same prices everywhere

Administrator-owned catalogues keep the team aligned.

3

Scheduling that fits

Service durations feed smart diary availability checks.

What's included

What you get with Catalogue and packages

  • Services catalogue with durations and skills
  • Cost catalogue for parts and labour
  • Pre-built service packages
  • Default pricing on quotes and jobs
  • Administrator-controlled updates
  • Diary-aware scheduling

Built for

Who uses this day to day

Administrators Office sales staff Estimators Operations managers

Role permissions control who sees and changes each part of the platform.

How it works

Built into your daily workflow.

1

Build the catalogue

Administrators define services, costs and packages once.

2

Use on quotes and jobs

Staff add packages or catalogue lines in a few clicks.

3

Schedule with confidence

Durations flow into smart diary checks.

4

Update centrally

Price changes happen in one place, not on old PDFs.

Consistency across the team

When catalogue prices are administrator-owned, engineers and sales staff quote the same numbers. Revisions and duplicates stay tied to the catalogue version in use.

Services built for scheduling

Each service can carry duration, skill requirements and default pricing used when building jobs, quotes and proposals.

  • Default labour and parts pricing
  • Skills matched to diary planning
  • Consistent descriptions on customer documents

Packages for repeat work

Bundle common combinations into packages: annual service, emergency callout, multi-day refit phases. Add them to a quote or job in seconds.

Cost catalogue for detail

Maintain parts, materials and labour rates centrally so estimators and office staff build accurate line items without hunting spreadsheets.

Outcomes

What changes when Catalogue and packages is part of your workflow

Hours saved per quote

Packages replace repetitive line-item entry.

Fewer pricing errors

Everyone pulls from the same approved catalogue.

Better scheduling

Durations on services improve diary accuracy.

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See Catalogue and packages in action

Walk through how LevelUp fits your business. We will show you the modules that matter most to your team.

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