ConceptIntermediate5 min read

Understanding How Offerings Flow to Estimates, Jobs, and Invoices

Learn how offerings you create flow through the entire business workflow from AI calls to paid invoices in Local Business Pro.

Quick Answer: Offerings are your service catalog. They're used by AI in conversations, become line items on estimates, transfer to jobs when approved, and appear on invoices for billing. One offering definition powers the entire workflow.

The Offering Lifecycle

When you create an offering, it becomes available throughout your business workflow:

AI Uses It: Your receptionist discusses the service, quotes prices, collects variables
Appointments Booked: AI schedules using the offering's duration
Estimates Created: Offering becomes a line item with your configured pricing
Jobs Created: When estimate is approved, services transfer to the job
Invoices Generated: Same line items appear for billing

How Offerings Become Line Items

When adding an offering to an estimate or invoice:

Offering Name → Line item description
Fixed Price → Exact amount shown
Price Range → Shows 'Starting at [minimum]' or specific amount
Estimate-Based → You enter the custom price
Description → Can be added to line item notes

Why This Matters

Understanding the flow helps you configure offerings correctly:

Use customer-friendly names (they appear on customer documents)
Set accurate pricing (it flows to estimates and invoices)
Configure proper durations (affects calendar scheduling)
Write clear descriptions (AI speaks them, customers read them)

Frequently Asked Questions

Q: If I update an offering price, do existing estimates change?
A: No, existing estimates keep their original prices. Only new estimates use the updated price.

Q: Can I use different prices on an estimate than what's in the offering?
A: Yes, you can adjust prices on individual estimates. The offering provides the default.

Tags:

offeringsworkflowestimatesjobsinvoicessystem

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