Set up your services

Save what you offer and your rates once, then reuse them on every deal.

3 min read · Updated October 2026

Step 1: Add your services

Go to Collab Kit, Services and add each one with a name, description and price, like Instagram Reel or UGC video.

Step 2: Use them on a project

On a project's Financials tab, add services from your list. Their total becomes the project amount.

Step 3: They flow everywhere

New invoices start with those services, proposals can show them as packages, and the contract generator pulls them in.

Tip: Changing a rate later doesn't change deals you already made.
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