> ## Documentation Index
> Fetch the complete documentation index at: https://docs.agencyhandy.com/llms.txt
> Use this file to discover all available pages before exploring further.
# How to Create a Service with Packages, Tasks, and FAQs
> Step-by-step guide to building an AgencyHandy service: choose billing type, configure packages, set default tasks, add FAQs, and publish.
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.
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.
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.
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.
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.
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:
| Field | Details |
| ----------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| **Task Name** | Mandatory; maximum **160 characters** |
| **Description** | Detailed instructions for the assignee |
| **Assignee** | Team member responsible for completing this task |
| **Attachment** | Upload 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 |
| **Label** | Tag the task for filtering and reporting |
| **Status** | Initial status when the task is created |
| **Client Review** | Toggle 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*.
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.
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.
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.
## 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.
### Creating an Add-On
Go to **Services** in the sidebar, click the **down arrow** button next to the Services heading, and select **Add-Ons**.
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
Toggle **Publish** ON, then click **Create**. Only published add-ons are visible when connecting them to order forms.
### Attaching an Add-On to an Order Form
Navigate to **Forms** and open the relevant order form.
Choose the service you want to attach the add-on to.
Select the **Add-ons** section from the left panel, then choose the add-ons you want to associate with this service.
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.
### 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.
## 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.
## Field Reference
| Field | Limit |
| ------------------------------------------ | --------------------- |
| Packages per service | Up to 5 |
| Deliverables per package (What's Included) | Up to 15 |
| Package Brief | 140 characters |
| Package icon size | 32 × 32 px |
| Package media file size | 5 MB (PNG, JPG, JPEG) |
| Task name | 160 characters |
| Task attachment file size | 1 GB per file |
| Price breakdown label | 20 characters |