How the catalog is organized
Services sit in categories (for example Window Tint, PPF, Ceramic Coating). Inside a category, each service can have options such as Good, Better, and Best. In ShopWrk those options are called variants. Each variant has its own job length and its own prices by vehicle group. Vehicle groups are how you price different kinds of cars under that option. Put the dollar amount for each group on the variant. Catalog pricing uses those amounts, not a size multiplier. You can also create:- Packages: several services sold together at one package price.
- Combo deals: mixes across categories (for example tint plus PPF) sold at one bundled price.
- Add-ons (modifiers): optional extras on a service, priced as a flat fee, a percent of the service, or a per-panel rate.
Manage service categories
Categories live under Settings → Services. From that page you can:- Create a new category
- Rename a category
- Activate or deactivate a category
- Reorder categories so the catalog shows in the order your shop prefers
Creating a service
1
Go to Services
Open Services from the sidebar, then click New Service. That opens the create wizard.
2
Fill in the first Service details step
Pick the category. Enter the name and an optional description. You can use the description helper to draft customer-facing copy from the service name.On this same first step, find the Resources card above Deposit and Tax. Pick which technicians and which bays can take this service. Both fields are multiselects. There is no Select all. For a bookable service, choose at least one technician and at least one bay. See Technicians and bays below.
3
Add variants
Each variant is an option the customer can pick, such as Good, Better, or Best. Give each one a clear name, a job duration, and prices for your vehicle groups. Add as many variants as you need. On early wizard steps, click Continue to move forward.
4
Set vehicle-group prices
Inside each variant, enter prices for the vehicle groups your shop uses. Incomplete pricing shows what still needs a number before the quote is ready.
5
Set up panels
Open the Panels tab. If the service has no panels yet, choose Choose from template or Start from scratch. Use Manage templates when you want to edit the shared library first. See Panel templates below.
6
Configure add-ons
Open the Add-ons tab. Assign modifiers from Settings → Services → Modifiers (filtered by category). Mark an add-on as Suggested to highlight it while quoting.
7
Save the service
On the last create wizard step, click Save Service to publish it to your catalog. You can also open an existing service and edit it anytime. The editor stays open after a save so you can keep working.
Technicians and bays
Use the Resources card when you want to say which people and which bays can take a service. That is eligibility: who and where this work is allowed. It is not an automatic schedule, and it is not the same as managing staff profiles under Team.When to use this
- Set Resources on a service when only some technicians or some bays should do that work (for example ceramic on two techs, or PPF in one bay).
- Add or edit people under Team when you are hiring, changing roles, or setting schedules. Then come back to each service and choose them on Resources if they should take that work.
- Leave a service incomplete on Resources only while you are still building the catalog. Incomplete is not a shortcut for “anyone can do it.”
Where to set it
- New service: first step of the create wizard (New Service). Resources sits above Deposit and Tax on that Service details step.
- Existing service: open the service, stay on the Service tab. Resources sits above Deposit and Tax there too.
How to choose
Both technicians and bays use an explicit multiselect.- Pick each technician who should be allowed to take this service.
- Pick each bay where this service can run.
- There is no Select all. You add people and bays one by one.
You can save a service before Resources is complete. An incomplete service is not the same as “anyone” or “any bay.” Until you pick people and bays, that service is not set up with bookable eligibility.
New people and bays stay off until you add them
When you add a technician or a bay to your shop, they do not automatically join every service. New technicians and new bays stay off a service until someone opens that service (or the create wizard) and adds them on the Resources card. That keeps specialty work (for example ceramic only, or one bay for paint protection) from silently opening to everyone.How this connects to booking and the rest of the shop
Later, when someone books the service by hand, they pick within the technicians and bays you configured on that service. Resources is the list of who and where is allowed for that service. It does not invent a schedule or force auto-assignment beyond that eligibility. Pricing, panels, add-ons, tax, and deposits still live on the same service. Resources only answers “who can take this” and “which bays can run it.”Walkthrough: limit ceramic coating to two techs and one bay
- Open Services and click the ceramic coating service (or New Service if you are building it).
- On the Service tab (or the first create wizard step), scroll to Resources above Deposit and Tax.
- In technicians, select the two people who actually run ceramic jobs.
- In bays, select the one bay with the right lighting and space.
- Leave other technicians and bays unselected.
- Click Continue through the remaining create steps, or save if you are editing an existing service. On the last create step, click Save Service.
- Add a new tech later: they will not appear as eligible for this ceramic service until you come back and add them on Resources.
Variants and vehicle-group prices
ShopWrk quotes with package options such as Good / Better / Best. Each option is a variant on a service. Under each variant, vehicle groups are the prices for different vehicle types. Put the dollar amounts you actually charge for that group on that variant. ShopWrk uses those amounts on estimates and jobs. Keep one pricing story for the shop: variants for the package level, vehicle groups for the car.Panel templates
Panels are the parts of the vehicle a service covers (for example windshield, driver door, or a ceramic panel). Templates let you reuse a panel layout across services.Manage the template library
Open the panel template library from Settings, or click Manage templates from a service Panels tab. Create, edit, or delete templates there. The first time you open it, ShopWrk adds starter templates you can edit like any other row. When you create a template, you can say whether panels ask for a VLT shade. Inside the template editor, turn shade on or off per panel so mixed tint and non-tint templates work.Apply templates on a service
In the service editor Panels tab:- An empty panel list shows Choose from template and Start from scratch, plus Manage templates.
- After panels exist, manage them as usual. Use Apply template… when you want to replace the current list (ShopWrk asks you to confirm).
- On a variant, you can copy panels from another variant, add panels from the pool or a template, or reset the variant panels back to the chooser (with confirm).
Service packages
A package groups several services into one line item on an estimate or invoice. The package price can differ from the sum of the parts. Create one under Services → Packages → New Package, pick the services, and set the package price.Combo deals
Combos combine services from different categories, for example window tint plus PPF, at a bundled price. You can set combo prices by variant and by vehicle group. Create one under Services → Combos → New Combo, choose the services, and set pricing for each option and vehicle group.Add-ons and modifiers
Modifiers are optional extras staff or customers can attach to a service on an estimate. Manage them in Settings → Services → Modifiers. Each modifier has:- A name and optional description
- A pricing type: flat fee, percentage of the service price, or per-panel rate
- An optional category filter. Leave blank to offer it on all services.
Tax configuration
Go to Settings → Services to set tax mode:- Tax added to price (exclusive): listed prices get tax added at checkout.
- Tax included in price (inclusive): listed prices already include tax; ShopWrk back-calculates the net amount.
Changing tax mode affects new estimates and invoices only. Existing documents stay as they were.