What are Service Types?
A Service Type represents a specific type of work you offer — like Brand Identity, Social Media Management, or UI/UX Design. Inside TCB, each Service Type acts as a structured playbook for that service: it holds your pricing, scope of work, deliverables, document structure, and project tasks.
When you create a document or start a project, you select a Service Type — and TCB uses everything inside it to build your content automatically, without you filling in the same details from scratch every time.
Where do Service Types come from?
When you sign up and choose your Role, TCB automatically generates a set of default Service Types built from industry benchmarking. These give you a solid starting point — with realistic scope, pricing references, deliverables, and tasks already in place — so you're not starting from zero.
Think of them as a head start, not a final answer. They're designed to be customized to fit how you actually work.
What does a Service Type contain?
Pricing — your rate or fee for that service
Scope of work — what's included in the service
Deliverables — the specific outputs you provide
Document structure — the blocks and content that populate your Proposals, Contracts, and other documents
Project tasks — the task list that comes with a project of this type, helping you move faster from kickoff to delivery
Your Base at a glance
Your Service Types live in Base Setup (in the sidebar, under Foundation). The screen opens with an overview of your Base — how many services you offer, how many projects use them, and the value of your active pipeline.
Each Service Type card shows the essentials without opening it: the price range (base price up to the fully-loaded price), deliverables, turnaround, base tasks, and how many of your projects use it. A toggle on each card lets you switch a service on or off — services you turn off disappear from the project and document creation flows, without deleting anything.
Why you should customize them
The default Service Types come from TCB's benchmarking data — they're a strong starting point, but they don't know your specific rates, your way of scoping work, or your client language. The sooner you customize them, the more powerful the platform becomes.
The first things to update in each Service Type:
Pricing — set your actual rates so proposals reflect your real offer
Scope — adjust what's included to match what you actually deliver
Tasks — tailor the project task list to your workflow
Once updated, every new document and project that uses that Service Type will pull your data automatically.
How to customize a Service Type
Open Base Setup in the sidebar and go to the Service Type tab.
Click Customize on the Service Type you want to edit.
The editor shows your Base Package (description, base tasks, billing type, base price, and duration) and your Deliverables on the left — with a live Scope preview on the right that reflects your changes as you make them. The name and description are fully editable.
Save your changes.
You can also add new Service Types if your work includes services not covered by the defaults. One-off and archived services are kept out of the way in a separate Legacy section.
Can I create my own Service Types from scratch?
Yes. If none of the defaults match a service you offer, you can create a custom Service Type from scratch — define your own scope, pricing, deliverables, and tasks.
What happens if I don't customize my Service Types?
TCB will still work — but your documents and projects will be populated with the default benchmarking data instead of your own. Customizing is what makes the platform truly yours.