Create a Service with Multiple Packages, Default Tasks & FAQs
The Service Create section in Agency Handy allows you to create and sell your agency’s offerings directly inside the platform. With this feature, you can configure a service with multiple pricing tiers, automate default project tasks, and include helpful information such as FAQs and portfolio samples — all to give clients a seamless purchasing experience.
What You Can Do
Create One-Time or Subscription-Based services
Add Service details including name, media, description & tax handling
Configure multiple packages (pricing tiers)
Assign default tasks that auto-generate inside orders
Add FAQs to improve buyer understanding
Choose to publish or keep service as draft
Why It Matters
This flexibility helps agencies:
Sell structured service plans (e.g., Basic / Standard / Premium)
Automate task assignment per purchased plan
Improve service clarity for smoother onboarding
Increase conversions with detailed offerings
Who Can Use This
Super Admin & Admin
Others: Only if given necessary service access permissions
Getting Started
Follow the steps below to create a complete service with media, multiple packages, automated tasks, and FAQs.
Step 1 — Choose the Service Type
Open the Services menu from the left sidebar
Click + Service to create a new one
At the top of the page, select either:
One-time Service — if clients pay once to receive the service
Subscription Service — if billing repeats automatically every cycle
⚠️ The settings shown later will adjust based on your chosen service type.
Step 2 — Add Service Details
Expand the Service Details section.
Here is what you must fill out:
Service Name: This is how the service appears to clients everywhere in the system
Media Upload: Add one or multiple preview images to improve presentation
Service Description: Clearly explain what the service includes and who it is for
Tax Settings: Select whether tax is exclusive or inclusive if needed
Currency: Set the currency for all packages in this service
📌 Tip: Upload high-quality visual previews to increase client trust and conversion.
Step 3 — Create Multiple Packages
Expand Package Details and click + New Package to add pricing tiers.
For each package you create:
Write a Package Name (mandatory). You can add up to 5 packages here.
Add an Icon for branding (optional). You can select an icon from here or upload one if you like. The size is 32 x 32.
Add a Media file (optional). Click to upload or just drag and drop one here. The file type is PNG, JPG, or JPEG (max. 5 MB). Max Upload 1 file — Recommended Ratio: 16:9.
Write a Package Brief (optional) — a short summary of deliverables (within 140 characters)
Add offerings of your package under What’s Included (mandatory). You can add up to 15 offerings per package.
Each bullet should describe a specific deliverable
You can:
Create multiple packages inside a single service (up to 5 packages)
Drag the packages to reorder them
Mark one package as “Most Popular” to visually highlight it on the client side
Step 4 — Set Pricing & Delivery Rules
Inside each package:
Enter the Amount — how much the package costs
Set Delivery Time — estimated time it takes to deliver the service or product after purchase
Additional controls are available depending on your needs. These optional features allow you to create more sophisticated packages:
Add Discount — percentage or flat price reduction
Add Trial Period — only visible for subscription services
Add Quantity Limit — the maximum number of units a client can purchase in one checkout
Add More Price Details — breakdown of the total cost. including item price, quantity, etc, if needed. Breakdown Name can have at most 20 characters
📌 All required fields must be filled for each package to publish the service.
Step 5 — Add Default Tasks for Automation
Every package includes a section called Default Tasks.
These tasks:
Automatically generate in the order workspace after purchase
Help internal teams follow the exact delivery process every time
You can:
Add new tasks using + Add More. A task modal will open. From there, you can add - Task name (mandatory, character limit 160), - Description - Assignee - Attachment (Accepted documents: csv, odt, doc, docx, htm, html, pdf, ppt, pptx, txt, xls, xlsx, jpg, jpeg, png, gif, webp, svg, ai, mp4, mp3, wav, zip, rar). Click to upload or drag and drop (max file size 1 GB) - Label - Status - Client Review
Edit existing tasks
Add all tasks that are needed to complete the order
📌 This ensures consistent delivery of service quality.
Step 6 — Provide Additional Information
Expand Additional Information to include supporting details.
Two optional enhancements are available:
Portfolio Attachment Connect relevant categories of your past work to help clients gain confidence. You can create one from here too.
Frequently Asked Questions (FAQs) Click + Add to list questions and answers that clients typically ask (Example: content originality, revision process, scope expectations, etc.)
📌 Well-written FAQs reduce confusion and pre-sales inquiries.
Step 7 — Add Intake Form
Create New Intake Form: Click "+ Create New Intake Form" to create a new form or select an existing form.
Skip Section: Optionally, skip this section if no intake form is needed.
Click the "Update" button to save or "Skip" to bypass this section and create the service.
Step 8 — Publish Your Service
At the bottom of the page:
Toggle Publish this Service ON
Click Save or Update Service
Once published:
The service becomes visible to clients immediately
If unpublished, it remains saved as a draft
Important Notes:
Service Name: Ensure the name is descriptive and easy to understand for potential clients.
Package Limits: You can add up to 3 packages per service. Each package should have a clear name and detailed offerings.
FAQs: Provide comprehensive answers to common questions to assist clients in understanding your service better.
Intake Form: An intake form is optional but recommended to collect necessary information from clients before starting the service.
Publication: Ensure the service is published to make it visible to potential clients.
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