ServiceBoss

Service Boss product updates

What changed, in plain words.

October 2026

  1. Oct 4
    CRM

    Try the CRM before you sign up

    • A live demo with sample data - click through contacts, deals, quotes, invoices and the calendar.
    • Every CRM tab has its own address, so Back and Forward work and links go straight to the right screen.
  2. Oct 4
    Plugins

    Service Boss Product Designer 1.4.0

    • Connect your own print-on-demand account: every paid order is created there with the right variant, the print-ready file and the shipping address - as a draft to review, or straight to production.
    Service Boss Product Designer →
  3. Oct 4
    Plugins

    Service Boss Product Designer 1.3.0

    • My blanks: add the garments you stock - a photo per colour per side, drag to mark each print area, set its real width - and create the WooCommerce product in one click.
    • Your own artwork, your logo in the designer (or no branding at all), and a print-quality check before your customer approves.
    Service Boss Product Designer →
  4. Oct 4
    Plugins

    Service Boss Product Designer 1.2.0

    • A Designer tab on every product: choose the print areas, techniques, tools and template categories.
    • Pricing for print shops: per extra print area, screen setup per ink colour, quantity breaks, rush.
    • Every paid order also lands in your CRM - customer and order - whoever prints it.
    Service Boss Product Designer →
  5. Oct 4
    Plugins

    Service Boss Product Designer 1.1.0

    • Customers approve a proof before the design goes on their order.
    • Print it yourself: every order carries the approved proof and a print-ready file - or send paid orders to be printed and shipped for you.
    • Your API key now stays on your server; the designer opens with a short-lived link.
    • The approved design shows on the product page, in the cart and on the order.
    Service Boss Product Designer →
  6. Oct 4
    Plugins

    Service Boss Community 1.1.0

    • Moderate your community from WordPress: see what members reported, remove it, suspend or ban - one click.
    • Blocks for the block editor and widgets for Elementor.
    Service Boss Community →
  7. Oct 4
    Plugins

    Service Boss CRM & Invoicing 2.2.0

    • A lead your CRM could not take right away is sent again automatically - every hour, and as soon as you save your connection token. Nothing to remember.
    Service Boss CRM & Invoicing →
  8. Oct 4
    Plugins

    Service Boss CRM & Invoicing 2.1.0

    • Keep a copy of every lead in WordPress too (optional, off by default): a private Leads screen with CSV export, and leads captured while the CRM was unreachable can be sent again.
    Service Boss CRM & Invoicing →
  9. Oct 4
    CRM

    Quote and invoice dates you control

    • Set the issue date, due date and valid-until date on any quote or invoice.
    • Turn a quote into an invoice straight from the editor; delete an invoice that has not been paid.
  10. Oct 4
    CRM

    No platform fee on invoices

    • Get paid online on any plan and we take nothing from it - you pay standard card processing only.
    • The same goes for the card terminal.
  11. Oct 4
    Plugins

    Job requests and booking on any website

    • One line of code adds a job-request form or a booking calendar to any site, not only WordPress.
    • Every request lands in your CRM.
    Service Boss Community →Service Boss CRM & Invoicing →Service Boss Product Designer →
  12. Oct 4
    Plugins

    Every plugin, with its own page

    • Service Boss CRM & Invoicing - every lead from your site into your CRM, payable invoices on any page - and now an optional copy of every lead kept in WordPress.
    • Service Boss Community - member profiles, a directory and private messages with video calls for the people who log in to your site.
    • Service Boss Product Designer - customers design products on your own store, and the design travels with the order.
    • Each one has screenshots and its changelog on its page.
    Service Boss Community →Service Boss CRM & Invoicing →Service Boss Product Designer →
  13. Oct 4
    AI Builder

    Credits shown as whole numbers

    • Your balance and the cost of each turn now read like money, not long decimals.
  14. Oct 4
    CRM

    CRM on its own: Solo $19/mo, Team $49/mo

    • Run the CRM without a builder plan - 14-day free trial, cancel any time.
    • Solo for one person, Team for a crew - quotes, invoices, booking and follow-ups included.
  15. Oct 4
    Designer

    24 new design templates

    • Business, Birthday, Sports, Retro, Family, Pets, Holidays and Quotes - drawn artwork with text you can edit.
    • Templates fit any product: tees, hoodies, mugs.
  16. Oct 3
    CRM

    Live chat and support tickets in your CRM

    • Chat conversations and tickets are logged on the customer's record automatically.
  17. Oct 3
    Booking

    Evening and weekend booking hours

    • Book a call Monday to Friday 9am-9pm Eastern and Saturday 10am-4pm.

September 2026

  1. Sep 30
    Community

    Member profiles and private messages

    • A member directory with opt-in listing, profiles and direct messages.
  2. Sep 29
    Community

    Video calls

    • Call up to four people right from a conversation, with calendar invites.
  3. Sep 24
    Trademark

    Trademark search and filing

    • Search a name and file a federal trademark for one class - all government fees included.
  4. Sep 19
    Formation

    Professional Corporations

    • Form a Professional Corporation - ten entity types in total, in any state.
  5. Sep 2
    Formation

    State fees checked for all 50 states and DC

    • The state filing fee you see is the fee the state charges for an online filing.