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Creating a service in AgencyHandy is the first step to selling your agency’s offerings through the platform. A single service can contain up to five pricing packages, automated default tasks that fire when an order is placed, FAQs to reduce pre-sales questions, a portfolio attachment for social proof, and an optional intake form — all configured in one place before you publish.
You need a Super Admin or Admin role to create services. Other roles require explicit service permissions to access this section.
1

Choose the service type

Open Services from the left sidebar and click + Service to start a new listing.At the top of the page, select your billing model:
  • One-Time Service — the client pays a single fee and receives the deliverable once. Best for projects with a clear scope: website builds, logo packages, audits, etc.
  • Subscription Service — billing recurs automatically on the schedule you define. Best for retainers, ongoing content, managed services, or maintenance plans.
The service type is locked after you save. If you need a different billing model, create a new service.
2

Add service details

Expand the Service Details section and fill in the following fields:Service Name (mandatory) This is how the service appears to clients everywhere in the platform — in the catalog, on invoices, and inside the order workspace. Make it clear and descriptive.Media Upload Upload one or more preview images to represent the service visually. High-quality images increase client trust and conversion rates.Service Description Write a thorough explanation of what the service includes, who it’s for, and what clients can expect. Use this space to differentiate your offering.Tax Settings Choose whether tax is inclusive (already built into the price) or exclusive (added on top at checkout).Currency Set the currency for all packages in this service. All packages within a single service share the same currency.
Upload preview images in a 16:9 ratio for the best presentation in the client portal.
3

Create packages

Expand Package Details and click + New Package to add your first pricing tier. You can create up to 5 packages per service.For each package, configure the following:Package Name (mandatory) The name clients see, such as Basic, Standard, or Premium.Package Icon (optional) Select a built-in icon or upload a custom one. Uploaded icons must be 32 × 32 pixels.Package Media (optional) Upload a cover image specific to this package. Accepted formats: PNG, JPG, JPEG. Maximum file size: 5 MB. Maximum 1 file per package. Recommended ratio: 16:9.Package Brief (optional) A one-line summary of this package’s deliverables. Maximum 140 characters.What’s Included (mandatory) List the specific deliverables included in this package. You can add up to 15 line items per package. Each bullet should describe one concrete deliverable (e.g., “5 blog posts per month, up to 1,000 words each”).
After creating multiple packages, drag them to reorder how they display to clients. Mark one as Most Popular to draw attention to your recommended tier.
4

Set pricing and delivery rules

Inside each package, set the core pricing fields and any optional controls:Amount (mandatory) The price a client pays for this package.Delivery Time (mandatory) The estimated number of days to deliver the service after purchase.Optional pricing controls:
Apply a percentage or flat-amount reduction to this package’s price. The discounted price displays to clients alongside the original price, creating an effective promotional effect.
Offer a free or reduced-price trial before the regular subscription billing begins. This option is only available on subscription-type services.
Cap the number of units a client can purchase in a single checkout session. Use this for limited-availability packages or services with capacity constraints.
Break down the total cost into individual line items — for example, showing base price + setup fee + per-unit cost. Each breakdown label supports a maximum of 20 characters.
All required fields (Amount and Delivery Time) must be completed for every package before you can publish the service.
5

Add default tasks for automation

Every package includes a Default Tasks section. Tasks defined here automatically generate inside the order workspace the moment a client purchases this package — no manual setup needed after each sale.Click + Add More to open the task creation modal. For each task, you can configure:
FieldDetails
Task NameMandatory; maximum 160 characters
DescriptionDetailed instructions for the assignee
AssigneeTeam member responsible for completing this task
AttachmentUpload reference files; accepted formats: csv, odt, doc, docx, htm, html, pdf, ppt, pptx, txt, xls, xlsx, jpg, jpeg, png, gif, webp, svg, ai, mp4, mp3, wav, zip, rar; max file size 1 GB per file
LabelTag the task for filtering and reporting
StatusInitial status when the task is created
Client ReviewToggle on if this task requires client sign-off before it’s considered complete
Add as many tasks as needed to fully cover the delivery process for this package. Consistent default tasks ensure every order follows the same quality-controlled workflow.
Map your default tasks to your internal SOP. For example, a Social Media Management package might auto-generate tasks like Content Calendar Draft, Client Approval, Schedule Posts, and Monthly Report.
6

Add FAQs and portfolio

Expand the Additional Information section to add two optional but high-impact elements:Portfolio Attachment Link a portfolio category to this service so clients can browse relevant samples of your past work directly on the service listing. You can connect an existing portfolio category or create a new one from this screen.Frequently Asked Questions (FAQs) Click + Add to insert a question-and-answer pair. Add as many FAQs as relevant — common topics include:
  • Content originality and rights
  • Revision and feedback process
  • Scope boundaries and what’s not included
  • Timelines and communication cadence
  • Payment and refund policies
Well-written FAQs reduce back-and-forth before purchase and help clients self-qualify.
7

Attach an intake form

An intake form collects the information you need from a client before work begins — for example, brand guidelines, access credentials, target audience, or project goals.
  • Click + Create New Intake Form to build a form from scratch, or select an existing form from the dropdown.
  • If this service doesn’t require an intake form, click Skip to bypass this section.
  • Click Update to save your intake form selection and continue.
The intake form is optional but strongly recommended for services that require client-specific inputs before delivery can start.
8

Publish the service

At the bottom of the service editor:
  1. Toggle Publish this Service to the ON position.
  2. Click Save (or Update Service if editing an existing service).
Once published, the service becomes immediately visible to clients in the portal. If you leave the toggle off, the service is saved as a draft and only visible to your team.
Use draft mode to prepare a service in advance and publish it at launch time — useful for seasonal promotions or new offering announcements.

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Add-On Setup

Add-ons are optional extras that clients can select during checkout — for example, Rush Delivery, Extra Revisions, or a Monthly Report. They let you upsell complementary services without creating entirely new listings.

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Creating an Add-On

1

Open Add-Ons

Go to Services in the sidebar, click the down arrow button next to the Services heading, and select Add-Ons.
2

Create a new add-on

Click + Add New Add-on and fill in:
  • Add-on Name
  • Description — use the rich text editor to clearly explain what the add-on includes
  • Pricing Type — choose One-Time or Subscription
  • Pricing details:
    • One-time: enter the amount and currency
    • Subscription: set the billing interval (e.g., every 1 month), an optional billing cycle limit, the subscription fee, and currency
3

Publish and save

Toggle Publish ON, then click Create. Only published add-ons are visible when connecting them to order forms.

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Attaching an Add-On to an Order Form

1

Open the order form

Navigate to Forms and open the relevant order form.
2

Select the service

Choose the service you want to attach the add-on to.
3

Add the add-ons

Select the Add-ons section from the left panel, then choose the add-ons you want to associate with this service.
4

Save the form

Click Save. Clients will now see the selected add-ons as optional extras during checkout.
Add-ons must use the same currency as the service they’re attached to. If currencies don’t match, the add-on won’t appear in the selection list.

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Subscription Add-On Billing Behavior

When the billing cycles of a service and a subscription add-on differ, AgencyHandy handles the overlap automatically:
Both the service and add-on are billed together for the service’s duration. After the service ends, the add-on continues billing alone for its remaining cycles.Example: Service runs for 4 cycles, add-on runs for 5 cycles → billed together for 4 cycles, add-on billed alone for 1 additional cycle.
Both the service and add-on are billed together for the add-on’s duration. After the add-on ends, the service continues billing alone for its remaining cycles.Example: Service runs for 5 cycles, add-on runs for 3 cycles → billed together for 3 cycles, service billed alone for 2 additional cycles.

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Editing a Service

After a service is published, you can update any field without interrupting existing orders.
  1. Go to Services and find the service you want to update.
  2. Click the three-dot menu (⋮) on the right side of the service row.
  3. Select Edit. The service editor opens with all existing settings populated.
  4. Make your changes — update the title, description, pricing, media, packages, tasks, or FAQs.
  5. Click Update Service to save.
Changes to package pricing or delivery time take effect for new orders only. Existing orders are not retroactively affected.

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Field Reference

FieldLimit
Packages per serviceUp to 5
Deliverables per package (What’s Included)Up to 15
Package Brief140 characters
Package icon size32 × 32 px
Package media file size5 MB (PNG, JPG, JPEG)
Task name160 characters
Task attachment file size1 GB per file
Price breakdown label20 characters