Commercial & Residential Service Packages Overview and FAQs

Last updated: November 11, 2026

A service package is a saved template for the services you offer together, like weekly trash pickup and every-other-week recycling. It holds the services, the price, how often you bill, and the terms of the agreement, all in one place.

Once you build a package, you can start any new client on it without setting up their services, pricing, and billing from scratch. That saves you time on every sign-up and keeps everyone on the same route on the same service.

Before You Start

Here are a few things to know before you continue:

Depending on how your permissions are set up you may not be able to access some or all of these features. Please reach out to your Account Owner if additional access is needed.
Your services must already exist before you can add them to a package.
Don't forget to publish your new or updated packages!
Packages can only be deactivated, not deleted.

About Service Packages

Every service package is built from the same few pieces and knowing what each one does makes it easier to set up a package that bills the way you want.

Individual services control what your clients get, like the type of bin and how often it’s picked up. Each service’s price is pulled into the package automatically and you can add a package discount if you want to reward clients for bundling services together.

How your client pays is controlled by 3 settings in the service package:

The Billing cadence decides how often they’re billed, like monthly or quarterly.
Your Invoicing timing determines whether you bill in advance or in arrears.
Your Agreement terms decide how long the subscription runs and what happens when it ends.

TIP: Because a package controls both billing and stops, the two always stay connected. If a client stops paying, you can pause their stops and billing together.

Create a Service Package

Creating a package only takes a few minutes and saves you from repeating the same setup for every client. We recommend building one for each combination of services you offer most often.

To create a service package, follow the instructions below:

Click into “Pricing” in the left-hand menu.
By default, you'll land on the Commercial packages page, but you can change the list to display your Residential packages depending on the type of package you're setting up.
Click into the "Service Packages" section of the Pricing page.
Click on the "Create service package" button to create a new service package.
Give the package a name, like "Residential Trash & Recycling".
Add a description, if needed.
By default, the Actively offered toggle is enabled, meaning this service package will be available to add new clients to upon saving it. If you don't want this service package to be available to add new clients to, toggle this setting off (grey).
Click the "+ Add Services" button to select the services you’d like to include in the package.
You'll see a list of services specific to the Commercial or Residential line of business you selected on the last page with their base prices. Use the Container type and Size filters to narrow the services down and use the checkbox to select which ones you want to combine into a package.
Click the "Add Services" button at the bottom to include them.

TIP: You'll have the opportunity to adjust the frequency and quantity for each service selected once they've been added to the package.
By default, you'll see a once-a-month billing frequency on the 1st of the month set for this package, but you can change either of these fields as needed.
By default, the Package discount toggle will be disabled, but you can turn this on (blue) and create a discount for bundled services, if desired.

TIP: You can apply the discount to the package's total price or to each individual service's price. Either way, the package total will update to show the discounted price.
Select whether you want to bill for this package in advance or in arrears.
Select this package's subscription term which defaults to month-to-month.

TIP: For a one month subscription, keep it set to month-to-month and turn off auto-renew so it ends after one month.
Select your Payment terms for this package.
By default, the Auto renew setting is toggled on (blue). You can turn this off if you want it to expire at the end of your term or keep it on and select what price the package should use upon renewal.
Click "Create package" in the top right to save it.

You’ll now see your new service package in your list of packages, ready to use.

You'll need to click "Publish Pricing" in the top right corner to activate it.

To start a client on a package, you'll need to create a stop and choose the service package during setup. You’ll see a live quote based on where the client is located, so you can give them a price before finishing the setup. Click here to learn more about creating stops.

Please Note: Even though you can build a service package while setting up a stop, it won't act the same and you’ll need to set up all of its billing during stop creation as well. We recommend using saved service packages whenever you can.

Edit and Deactivate Service Packages

Your offerings can change over time and your packages can change with them. If a client wants to add a service, like composting on top of trash and recycling, you can add it to the package instead of building a new one.

Edit a Package

There are 2 places to edit a service package in Docket:

In the Card view of the Service Packages section of the Pricing page.
In the List view on the Pricing page.

Just click on one of the "Edit" options shown above, adjust the package's details, and then click "Save".

Don't forget to click "Publish pricing" in the top right corner to activate your changes!

Deactivate a Package

If you no longer offer a package, you can deactivate it to remove it from your active packages list.

TIP: You can deactivate a package that is actively being used for clients, but doing so won't change any existing Agreements, you just won't be able to use it for new clients.

To deactivate a package, follow the instructions below:

Click into "Pricing" in the left-hand menu.
Make sure you are in the correct Commercial or Residential section where your edge currently lives.
Change your view to the List view.
Click the 3 vertical dots to the right of the package you need to deactivate.
Click "Deactivate" from the menu that appears.
Click "Deactivate" in the prompt that appears to confirm your action.
Click "Publish pricing" in the top right corner to activate your changes.

Moving forward, you'll no longer see the package listed on the Pricing page unless you filter for packages with an Inactive status.

Please Note: There isn't a way to completely delete a package.

Frequently Asked Questions (FAQs)

These FAQs address common questions and quick clarifications to help you use this feature with confidence.

Will My Clients See My Pricing Rules on Their Invoice?

No. Your clients only see the final price which is the service's base price plus any rules you’ve set up. That’s the price that shows on their quote and their invoice.

Will a Client's Service Automatically Pause When They’re Past Due?

No. You'll have to mark a client's agreement as delinquent yourself when there’s a problem, like non-payment or bins that are continuously overfilled.

We know every business handles past due accounts differently, so we’re planning to build automatic options in the future!

Will a Past Due Balance Stop Me From Booking a Client?

No. The client threshold setting in your account settings doesn’t block you from booking services for a client on a service package. Unpaid invoices still count toward the client's balance, though.

Does This Work With Client-Specific Pricing?

Client-specific pricing isn't available yet, but Client Type-specific pricing is.

The best way to offer client-specific pricing is to create a service package just for that client and set the price there.

If you have any questions, please reach out to our Support team through the chat widget on the bottom of this page or by sending an email to support@yourdocket.com!