Service categories

Categories are the top-level groupings for your service menu. Every service lives inside exactly one category. When clients or your AI Agent browse your offerings, categories make it easy to find the right service quickly.

Your initial categories are automatically created from the Business Types you selected during organization signup — for example, HVAC, Plumbing, or Electrical. You can rename, recolor, and add descriptions to these categories at any time.

Every category card has a Manage dropdown button in its header. This is your primary way to take action on that category and the services inside it.

You don't create service categories directly on the Services page. Instead, new categories are added by configuring new Business Types for your organization.

Whenever a new business type is configured, the platform automatically generates a matching service category for it.

To update a category, open its Manage dropdown and select Edit category. You can change:

• Name — displayed in the category header and sidebar filter.
• Color — the accent color shown on the category card header bar.
• Description — optional context shown on the card and available to your AI Agent.

To remove a category, select Delete category from the Manage dropdown. This action is permanent. Before deleting, make sure to reassign or remove any services listed under that category.

Now that your categories and services are organized, you can finish setting up pricing, team assignments, and custom intake forms.