How-To GuideBeginner5 min read

How to Organize Offerings with Categories and Naming Conventions

Best practices for organizing your offerings so they're easy to find and your AI can discuss them naturally in Local Business Pro.

Quick Answer: Use consistent naming patterns, prefix related services with the same keyword, and filter by Type (Service/Product) and Status (Active/Deactivated) to keep offerings organized.

Why Organization Matters

As your business grows, you'll have dozens of offerings. Good organization helps you find offerings quickly, keeps your AI conversations consistent, and makes estimates easier to create.

Naming Best Practices

Start with the category: 'AC Repair', 'AC Tune-Up', 'AC Installation'
Be specific: 'Water Heater Replacement - 50 Gallon' not just 'Water Heater'
Use customer language: 'Drain Cleaning' not 'Hydro-Jetting Service'
Include key details: 'Pool Opening - In-Ground' vs 'Pool Opening - Above-Ground'
Avoid codes: 'HVAC-001' means nothing to customers or team members

Using Filters Effectively

Type filter: Separate Services (work you do) from Products (items you sell)
Status filter: Hide deactivated offerings from day-to-day view
Search: Find specific offerings by typing part of the name
Combine filters: Show only 'Active Services' for a focused view

Example Organization

HVAC Company Offerings:

AC Repair - Residential
AC Repair - Commercial
AC Tune-Up
AC Installation - Central
AC Installation - Mini-Split
Heating Repair
Heating Tune-Up
Furnace Installation
Duct Cleaning
Thermostat Installation (Product)

Frequently Asked Questions

Q: Can I create custom categories for offerings?
A: Currently, offerings use Type (Service/Product). Use naming prefixes for custom grouping.

Q: How many offerings is too many?
A: There's no limit, but if you have 50+, consider consolidating similar services or using naming conventions for easier searching.

Tags:

offeringsorganizationnamingcategoriesbest-practices

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