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Services and Packages

Services and Packages power the public offering sections on your Front Door.

Services​

Go to Front Door > Services to manage the services catalog.

Each service can include:

  • Name
  • Short description
  • Price
  • Price qualifier such as starting at, flat, per deal, or per hour
  • Timeline description
  • Payment trigger
  • Status: active, draft, or retired
  • Public pricing visibility
  • Scope notes
  • Long description

Services can be reordered by dragging them in the services list. The public services section follows that ordering.

Public pricing​

Leave the price blank when the service should show as Contact for quote. Use Hide price on public page when the service should be public but the price should not be displayed.

Service filters​

Services can optionally be filtered by:

  • Property type
  • Transaction type
  • Client type

Leaving a filter blank means the service applies broadly. Use filters when the same Front Door needs to support different kinds of prospects or intake paths.

A service can link to a checklist template. When an intake flow creates a transaction from that service, DocJacket can use the linked checklist template so the work plan is ready faster.

Packages​

Go to Front Door > Packages to bundle multiple services into one public offer.

Each package can include:

  • Name
  • Short description
  • Bundle price
  • Price qualifier
  • Client type applicability
  • Stage applicability
  • Public visibility
  • Status
  • Included services
  • Long description

Packages can show a savings amount when the individual service prices add up to more than the bundle price.

When to use each​

Use Services for individual offerings such as transaction coordination, listing prep, document review, or consultation.

Use Packages when you want to sell a bundle, such as a contract-to-close package that includes multiple services at one price.