Understanding the Structure
WIZniche uses a specific hierarchy to organize what you sell:
Industry: The broad field (e.g., HVAC, Cleaning).
Category: A specific subset (e.g., AC Repair, Deep Clean).
Item: The actual service you sell (e.g., Freon Refill, Kitchen Scrub).
Why Setup Service and Prices?
Think of this as building your menu. Before you can start selling, the system needs to know exactly what’s on offer.
If you don't set up your Service Items, Warranty Service Plans, and Add-ons here, your team won't have anything to pick from when they are trying to make a sale. Getting this list ready ensures everyone can sell the right stuff, right away.
Access Service and Prices
Click on your Avatar in the top right corner of the dashboard.
Select Settings from the dropdown menu.
Click on Service and Prices.
Step 1: Add Your Industry
Navigate to Settings > Services and Prices.
Search or Add: Click the Blue Plus (+) button, use the search bar to find default industries or Add Custom Industry.
Custom Industry: If your niche isn't listed, click Add Custom Industry in the popup to name your own and upload a representative image.
Step 2: Create a Category
Click on the Industry Card you just created.
Click the Blue Plus (+) button to add a Category.
Example: If your Industry is "Landscaping," your Categories might be "Lawn Care" and "Hardscaping."
Edit: You can always click the Three Dot Menu on a category to edit the name or image later.
Step 3: Add the Service Item
Click on the Category Card to view the items table. Click + New Item to open the sidebar form.
Basic Info: Add an image, Service Name, and verify the Category.
Scheduling: Select which Employees are qualified to perform this job and set the estimated Duration.
Book Online: Toggle this ON if you want this service visible in your Client Hub for self-booking.
Financial Details:
Selling Price: The rate charged to the client.
Unit: Define the measure (e.g., Bag, Box, Each, Gallon).
Taxable: Toggle ON if sales tax applies to this service.
Additional Info: Use the description field to define the "Scope of Work" so your technicians know exactly what is expected.
Note on Table View: You can customize the Service Items table by clicking the Columns Dropdown. This allows you to show or hide details like "Active Status" or "Price" for a cleaner view.
Warranty Plans, Service Plans, Service Packages & Add-Ons
All the remaining tabs use the same Industry-Category structure allowing you to create all these different items using the same method.
Warranty/Service Plans: These have their own tabs at the top. They are meant for recurring plans, memberships, warranty/service coverages that have their durations.
Service Packages: Use this tab to bundle multiple service items, warranty and service plans together (e.g., "Spring Cleaning Bundle") for a single price.
Add-Ons: Use this tab to bundle multiple or create single items, plans and packages to use as an upsell while sending your Quotes.
Add-Ons: Add-ons can be added to each individual Quote as an option that becomes available to your customers when they receive a Quote for approval.
Need more help?
We are here to assist you! Reach out to us at [email protected] or click the Blue WIZchat Messenger icon in the bottom corner of your screen to chat with our team live.