Creating Your First Service with AI

Created by Devina Eilien, Modified on Wed, 21 Jan at 6:11 PM by Devina Eilien

ServiceSubscriber's AI assistant helps you create professional service plans in minutes. Simply describe what you do, and AI generates your service name, description, and pricing suggestions.

This guide walks you through creating your first service using AI.

Before You Start

Have these details ready:

  • What service you provide (e.g., window cleaning, lawn care)

  • How often you deliver it (weekly, monthly, etc.)

  • Approximate pricing

  • 3-6 photos of your work (optional but recommended)

✍️ TIP: Don't worry about perfection. AI generates a starting point—you can edit everything afterward.

Starting Service Creation

From Guided Setup

  1. Navigate to your Guided Setup page

  2. Click Build your first service plan

  3. Select Create with AI

From Services Page

  1. Click Services in the main navigation

  2. Click Create Service

  3. Choose Create with AI


 Service creation screen showing Create with AI option

Step 1: Choose Your Category

Help AI understand your service type:

  1. Click the Category dropdown

  2. Select the closest match, example:

    • Home Services

    • Personal Care

    • Vehicle Services

  3. Choose the best fit for your service



✍️ TIP: Choose the closest category even if not perfect. You can edit the AI-generated content to match your specific service.

Step 2: Generate and Review

Click Generate and watch AI create:

Service Title

Example generated: "Professional Window Cleaning Service"

  • Clear and descriptive

  • Customer-friendly

  • Edit by clicking the field

Service Tagline

Example generated: "Crystal-clear windows delivered monthly"

  • Brief and compelling

  • Highlights key benefit

Service Description

Example generated: "Our professional window cleaning service ensures your home maintains pristine, streak-free windows year-round. Each monthly visit includes thorough cleaning of all interior and exterior windows, screens, and sills using environmentally friendly solutions."

Important Notes

Example generated: "Service requires access to the exterior of property. Please ensure gates are unlocked on service day."

Service fields populated with AI-generated content showing AI indicators

✍️ TIP: AI icon appears next to generated text. Click any field to edit and personalize.

Step 4: Review AI Pricing

AI suggests competitive pricing based on your service:

Subscription Price:

  • Recurring price for subscribers

  • Based on service type and frequency

  • Example: $85/month for window cleaning

Regular Price:

  • One-time service price

  • Typically 20-30% higher than subscription price

  • Example: $110/visit


Purchase Options (AI-suggested):

AI will also configure the Purchase Options settings based on your service type:

  • Show subscription savings: AI may enable this to highlight the value of subscribing by comparing subscription and regular prices

  • Allow one-off purchases: AI typically enables this to give customers flexibility in how they purchase your service

  • Fulfillment timeline: AI suggests a realistic timeframe for one-off service delivery (e.g., "Within 3-5 days")

Review and adjust:

You can review these AI-suggested settings and make changes based on your preferences:

  • If you only want subscription customers (no one-off purchases), uncheck "Allow one-off purchases"

  • If you don't want to display savings comparison, uncheck "Show subscription savings"

  • Adjust the fulfillment timeline to match your actual capacity

Refer to the Purchase Options section for detailed information about when to enable or disable these settings.



Step 5: Add Service Images

Upload 3-6 high-quality photos:

  1. Click Add Images

  2. Select your photos

  3. Show your work, results, or team

Best images:

  • Before/after comparisons

  • Completed work

  • Professional appearance

  • High resolution, good lighting


✅ BEST PRACTICE: Start with 2-3 quality images. Add more as you build your portfolio.

Step 6: Configure Service Details

Service Frequency

Select billing and delivery frequency:

  • Weekly

  • Fortnightly

  • Monthly

  • Quarterly

Tax Settings

Choose tax treatment:

  • Apply default tax settings (GST 10% exclusive): Tax is calculated and added at checkout based on your account's default tax configuration. The price you set is the base price, and tax is added on top when customers purchase.

  • This service is tax-free: No tax is calculated or added to the price. Customers pay exactly the price you set with no additional tax charges at checkout.



Service frequency dropdown and tax settings toggle

Step 7: Set Terms & Policies

Minimum Term

  • No minimum (cancel anytime) - Recommended

  • 1, 3, or 6 months minimum

Maximum Term

  • No maximum (runs indefinitely) - Most common

  • 12 or 24 months maximum

Auto-Renewal

  • Enable if using maximum term

  • Subscription continues automatically


Subscription terms showing minimum, maximum, and auto-renewal settings

✍️ TIP: "No minimum, no maximum" reduces friction and builds trust. Use minimums only if essential.

Step 8: Configure Settings

Service Visibility

Show on live site (checked by default):

  • Service appears on your public subscription page for customers to find and purchase

  • Controls visibility for both subscriptions and one-off purchases

  • Uncheck to hide service from public while keeping existing customers

Limit number of subscribers (optional):

  • Set maximum capacity for subscription purchases only

  • Example: "Limited to 30 subscribers"

  • Service subscriptions become unavailable when limit is reached

  • Important: This limit only applies to subscriptions, not one-off purchases

  • If you have both purchase options enabled and reach the subscriber limit:

    • New subscriptions: Not available (limit reached)

    • One-off purchases: Still available (no limit applies)

✍️ TIP: Use subscriber limits to manage your recurring workload while still accepting one-off purchases. This gives you capacity control for committed customers while allowing flexibility for occasional service requests.

Customer Communications

Choose which automated emails to send:

  • ✅ Welcome email (recommended) - For both subscriptions and one-off purchases

  • ✅ Service reminders (recommended) - For both subscriptions and one-off purchases

  • ✅ Service complete email (recommended) - For both subscriptions and one-off purchases

  • ⏸️ Term ending email (if using max term) - For subscriptions only

Note: All communication settings apply to both subscription and one-off purchase customers, except term ending email which only applies to subscriptions with maximum terms set.


Subscription Control

Important: These controls only apply to subscription purchases. One-off purchase customers cannot pause or cancel on their end—only you can manually cancel one-off purchases through your dashboard (refund required).

Allow customers to pause subscription (checked by default):

  • Customers can temporarily pause service delivery and billing, then resume when ready

  • Can be paused anytime, even during minimum term

  • Only applies to subscriptions (one-off purchases are single transactions)

On cancellation, refund any undelivered services (unchecked by default):

  • Automatically refund customers for services that were paid for but not yet delivered when they cancel

  • Customers can only cancel after meeting minimum term requirement

  • Only applies to subscriptions (one-off customers cannot self-cancel)


Step 9: Preview and Publish

Review the Preview Panel

Check how customers will see your service:

  • Service name is clear

  • Description is compelling

  • Pricing is correct

  • Images look professional



Click Publish

  1. Click Save button

  2. Review the summary modal showing:

    • Service details

    • Pricing structure

    • Terms and policies

    • Communication settings

  3. Verify everything is correct

  4. Click Activate Service 


 

Editing Your Service

To make changes after publishing:

  1. Go to Services page

  2. Click on your service

  3. Click Edit or Make Changes

  4. Update any fields

  5. Click Save or Publish Changes

Changes update immediately on your live site.

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