The Service Groups are the first step in a broader transformation of how services and products are managed within estimates. Until now, bundles have been the go-to method for grouping multiple items under one umbrella. But they came with big limitations: services in a bundle couldn’t be scheduled, invoiced, or edited individually. That’s changing — starting today.
What Are Service Groups?
Service Groups allow you to create reusable collections of services and products that can be added to estimates with a single click — just like bundles. But here’s the big difference: services inside a group remain fully independent. You can schedule, invoice, edit, or remove them individually, giving you far more control and clarity than ever before.
Each group has a name, an optional description, and contains any number of services or products. You can even use the same service in multiple groups, and control whether customers see the full contents of the group or just a summary.
This means you can:
Schedule services from a group individually.
Invoice them separately.
Edit or remove any item at any time.
Add the same service to multiple groups.
Build and Reuse Groups in Estimates
To create your very first group, navigate to the Estimates → Groups submodule. Here, you can create and manage groups by selecting services and products, assigning each group a name, and providing an optional description. Groups appear as cards that can be expanded to view or reorder their contents.
You’ll also see a new checkbox that controls visibility: Display services on Customer Portal and PDFs. If checked, customers will see all the details inside the group; if unchecked, they’ll only see the group name, description, and total price.
Insert entire groups just like you would a bundle. Once a group is saved, it becomes instantly available in the Estimate editor and is ready to be used in any proposal with a click.
Groups in Estimates, Invoices & Workorders
Service Groups are also supported throughout the system — on viewing pages for estimates, workorders, and invoices — with clear visual grouping and the ability to collapse or expand individual services.
In Invoices, only the services invoiced from a group will show up — making partial billing clean and transparent.
Groups in Scheduling
When you open the job assignment window, you’ll now see services visually grouped under their Group Name, making it easy to understand which items belong together. If a service is part of a group, it appears indented beneath the group title, just like in your estimate.
You can find a new green Select Group button next to each group. Click it to automatically select all services within that group for scheduling. You can also manually check or uncheck individual services within a group — just like before.
Even though services are grouped visually, they still behave independently. Each one keeps its status, price, non-taxable label, and any equipment requirements. You can assign them together or separately, depending on your workflow. Groups simply help you organize and act faster — without changing how scheduling works at a technical level.
In the mobile App
On the app, you’ll now find the Group option when building or editing an estimate. Tap it to quickly add a predefined group of services and products. Once added, the group shows up as a dedicated block — similar to how bundles used to appear — with a title, description, and total price calculated automatically from its contents. Inside the group, each item remains fully editable: you can change quantities, prices, statuses (mandatory, optional, recommended), and more. You can even add new services or products to the group manually.
There’s also a context menu for each group, allowing you to rename it (just for this estimate) or toggle whether its contents are visible to the customer. Just like on the web, if visibility is turned off, the customer will only see the group summary — not the individual services.
When viewing estimates, work orders, or invoices in the app, groups are displayed as structured blocks with all the services listed underneath. This ensures that you and your field team always know exactly what’s included, even when you're on the go.
How Groups Appear on the Customer Portal
The Estimate and Invoice portals respect the visibility settings you define for each group.
If the Display services on Customer Portal and PDFs (during group creation) checkbox is enabled, the Estimate Portal shows:
The Group Name and Description
A full list of included services and products
For each item: name, description, price, status (optional/recommended), photos, attachments, and tags
If the checkbox is disabled, the customer will only see:
The Group Name
The Group Description
The Total Price of the group, with no breakdown of services or products inside
If parts of the same group are billed across multiple invoices, each invoice shows its version of the group with only the invoiced items and matching subtotal. This keeps every invoice self-contained, accurate, and easy to follow — even when groups span across jobs.
Situations Where Service Groups Shine
Service Groups aren’t just a technical improvement — they’re a practical tool for streamlining workflows and improving customer communication. Here are a few examples of how to make the most of it:
Seasonal packages, broken down for scheduling
Let’s imagine you sell a seasonal package and want to split it into multiple visits or phases. Service Groups make it easy. Once the customer approves the estimate, you can schedule each service individually, track progress on each one, and ensure nothing gets missed.
Simplified customer-facing descriptions
Another example: you offer a set of Plant Health Care (PHC) treatments but don’t want to overwhelm customers with the technical details. You can group them under a single “PHC” label with a clear, customer-friendly description, hide the individual services from the Customer Portal, and still invoice each service separately over time — while the customer sees just one clean line item on their invoice.
Unique, one-off proposals
Your estimator needs to present a custom package for a specific client. Create a new group on the fly, give it a unique name, and combine it with existing or new services. This allows you to tailor offers without disrupting your standard service catalog.