Services, Subscriptions & Retainers
Define your service catalog, manage recurring subscriptions, track retainer usage, and handle dunning.
By the Noematic team ·
Create a service: Monthly Bookkeeping, $500/month, retainer model
List my services
Attach the bookkeeping service to Jane at $450/month
Show me the margin profile for bookkeeping
Create a subscription for Jane: Monthly Bookkeeping, $500/month, starts April 1
Pause Jane's subscription
Show me upcoming renewals for the next 30 days
Log 5 hours of retainer usage for Jane
Run dunning for overdue subscriptions
Click the copy icon to copy a prompt, then paste it into your Noematic chat.
Services
Define your service catalog with pricing models.
Using Chat
Create a service: Monthly Bookkeeping, $500/month, retainer pricing
List my services
Update bookkeeping pricing to $550/month
Attach the bookkeeping service to Jane at $450/month
Show me the margin profile for the bookkeeping service
Using the Dashboard
BusinessServices
All
Active
Inactive
Creating a service manually:
1
Switch to Edit mode
2
Click Add Service
3
Fill in name, pricing model, and price
4
Click Save
Enter name...
Enter description...
Select...
Enter unit price...
Enter currency...
Save
Add ServiceEditToggle ActiveDelete
Subscriptions & Retainers
Manage recurring billing and retainer allowances.
Using Chat
Create a subscription for Jane: Monthly Bookkeeping, $500/month, starting April 1, usage allowance: 20 hours
Pause Jane's subscription
Log 5 hours of retainer usage for Jane
Show me upcoming renewals for the next 30 days
Run dunning for overdue subscriptions
Using the Dashboard
BusinessSubscriptions
$4.5k
MRR
12
Active
2
Paused
1
Canceled
All
Active
Paused
Canceled
Creating a subscription manually:
1
Switch to Edit mode
2
Click Add Subscription
3
Fill in client, name, amount, cadence, and start date
4
Click Save
Select...
Enter name...
Enter amount...
Select...
Enter start date...
Enter usage allowance...
Save
Add SubscriptionPauseResume
Subscription statuses:
ActivePausedCanceled