Set Up Your Services & Promotions
Make it easy for leads to understand what you offer and take the next step.
Your Better Story system is more than a marketing tool. It’s built to help you sell. That means we need to set up your services, create the tools you’ll use to send estimates and invoices, and set up offers to help leads take action.
In this guide, you’ll:
- Add your services and pricing so people know what you offer.
- Set up estimates, invoices, and contracts to close deals fast.
- Create promotions to boost response rates and book more jobs.
Whether you’re just starting or you’ve been doing this for years, these tools will help you streamline sales and look professional doing it.
Create Your Services and Products
This step helps define what you’re selling, from basic services to custom packages.
- Go to Payments → Products in your dashboard.
- Click “+ New Product”.
- Add a name, description, and price for each service.
- Example: “Gutter Cleaning – $149 flat rate”
- Example: “Gutter Cleaning – $149 flat rate”
- You can organize services into categories or group them into packages.
💡 Tip: Even if you don’t charge online, this setup makes it easy to build estimates or track what you’ve sold.
Set Up Estimates, Invoices & Contracts
Once you’ve added your services, you can turn them into clean, professional documents.
- Go to Payments → Estimates to create quick quotes.
- Select a customer, add services from your product list, and email or text it directly.
- When they accept, convert it to an Invoice with one click.
- Need a signature? Add a Contract under Payments → Contracts — perfect for big jobs or service agreements.
📌 These tools help you look professional and get both commitments and payments faster.
Related Guides
Set Up Promotions
Special offers help leads take action, and they’re easy to add to your system.
- Go to Payments → Offers (or a similar “Promo” tab, depending on your setup).
- Click “+ Add Offer” and set:
- Title (e.g. “Spring Cleanup Discount”)
- Discount amount or % off
- Expiration date or number of redemptions
- Title (e.g. “Spring Cleanup Discount”)
- You can link offers to booking forms, lead generators, or landing pages.
🎯 Promotions are great for email follow-ups and social media posts.
Related Guides
You’ve now got your services listed, your sales tools in place, and your first offer ready to go. That means you can respond faster, look more professional, and close more jobs.
Action Plan
What’s Next?
- Test your setup by sending yourself an estimate.
- Try a booking form with a promo to see how it looks.
- Move on to the next step: Phone + Messaging Setup.
If you need help refining your services or want us to review your setup, just ask. We’re here to make this simple.
Frequently Asked Questions
