mockingbird
your services price book — add once, every quote and invoice pulls from it
articles
- 01
add your first service
set up a service once with name, price, and how long it takes. pawpaw invoices and mayhaw quotes pull from the same list.
3 steps·~2 min - 02
pick services on invoices and quotes
the line-item picker in pawpaw and mayhaw pulls straight from mockingbird. tap a service, the description + price + duration drop in already filled out.
3 steps·~2 min - 03
update a price once — every future quote picks it up
raise rates without redoing every template. edit the service in mockingbird and every new pawpaw invoice + mayhaw quote pulls the new price.
3 steps·~2 min - 04
import a whole service menu from a csv
switching from a different scheduling or invoicing tool? export your services to a csv there and bring them all into mockingbird in one shot.
3 steps·~2 min - 05
set up a service with multiple tiers
for services that come in sizes — half-day vs full-day, basic vs premium — create one row per tier. the picker treats them as distinct line items so you can mix on a single quote.
3 steps·~2 min - 06
write service codes that actually help
the optional code field next to each service shows up in the picker. a good code is faster to scan than the full service name. a bad code is just noise.
3 steps·~2 min - 07
set a default deposit % per service
for services that always need a deposit (custom orders, anything with material costs), set the default deposit % once. when the service drops onto a mayhaw quote, the deposit fills in automatically.
3 steps·~2 min - 08
add add-ons to a service
add-ons are extras customers can stack on the base service — "hot oil treatment" on top of a haircut, "inside oven" on top of a deep clean. each has its own price and minutes.
3 steps·~2 min - 09
set up tiers (good / better / best)
for services that come in versions — silver / gold / platinum — link tiers to a parent service. the picker shows the tiers nested so you (or the customer) can pick the level inline.
3 steps·~2 min - 10
scope an otter promo to specific services
for promos limited to certain services — "$10 off any haircut, but not products." mockingbird services can be picked into otter's restriction picker so the promo only fires when the cart includes them.
3 steps·~2 min - 11
filter the service menu by category
for businesses with a long service menu — categories cut the list down to one type at a time. faster to scan in the picker, easier to manage in the catalog.
3 steps·~2 min - 12
track margin per service with cost
every service has a cost field next to price. fill it in and mockingbird computes margin per service. average margin shows up on the dashboard.
3 steps·~2 min - 13
archive vs delete a service
archive hides the service from new pickers but keeps it on past invoices and quotes. delete removes it entirely — only safe if it was never used.
3 steps·~2 min - 14
bulk-delete or bulk-archive services
for catalog cleanup — select multiple rows and delete or archive in one shot. mockingbird blocks deletion of services with history; those rows skip.
3 steps·~2 min
still need help with mockingbird?
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