Services Configuration
Your quilting business setup — rates, add-on services, machines, locations, and customer fields — lives under the Profile tabs. (The standalone Services page has been retired; visiting /services now redirects to Profile → Rates.) These settings drive automated pricing, dropdown menus, and workflows throughout the app.
Where each thing lives:
| Configuration | Profile tab |
|---|---|
| Quilting rates and Extras (add-on services) | Rates |
| Machines, new-quilt defaults, locations, customer fields and tags | Equipment & Locations |
| Thread and batting catalogs (and inventory) | Threads & Batting |
Tip: Orange dot indicators appear in the navigation for sections that still need configuration.
Rates (quilting pricing)#
On Profile → Rates, define one or more pricing tiers that automatically calculate a quilt's price from its dimensions.
Each tier has:
- Tier name
- Rate — the dollar value (supports fractions of a cent, e.g. 0.0195)
- Calculation — how the rate applies:
| Calculation | Formula | Example (60" × 80") |
|---|---|---|
| Per sq. inch | Width × Height × Rate | 0.0195 × 4,800 = $93.60 |
| Per lin. inch (shortest) | Min(Width, Height) × Rate | 60 × $1.50 = $90.00 |
| Per lin. inch (longest) | Max(Width, Height) × Rate | 80 × $1.50 = $120.00 |
Use Add rate to create a tier and the trash icon to remove one. A Default tier selector chooses which tier is pre-selected on new quilts (or "None — pick when adding a quilt"). A live Sample quilt calculator lets you enter a width and height to preview each tier's price as you configure.
Tip: Most quilters use per-square-inch pricing ($0.015–$0.035) for pantograph work and higher rates ($0.035+) for custom quilting.
(A per-tier minimum charge is on the roadmap but not yet editable.)
Extras (additional services)#
Also on Profile → Rates, below your rates, configure add-on services such as binding, backing seams, or squaring.
Each extra has:
- Name
- Pricing unit — Flat fee, Per lin. inch, Per sq. inch, or Per sq. foot
- Price
Use Add extra to create one. When building a quilt, your extras appear as selectable add-ons; dimension-based units price off the quilt's measurements — for example, a per-linear-inch binding on a 60" × 80" quilt uses its 280" perimeter (280 × $0.10 = $28.00), while area-based units use width × height.
Machines#
On Profile → Equipment & Locations, manage your longarm machines. Machine names appear in dropdowns when creating quilts.
- Name
- Description — e.g. brand, throat size, model
- Color — chosen from a preset palette, for visual identification
- Make default — pre-selects a machine on new quilts
Use Add machine to add equipment. A separate Defaults for new quilts section sets your default machine. (Default batting and default thread weight are on the roadmap and not yet selectable.)
Locations#
Also on Profile → Equipment & Locations, manage pickup and drop-off points.
- Name (up to 100 characters) and a color swatch
- Set or clear a default location (the star)
- Delete locations you no longer use
When you have more than five locations, a search box appears to filter them.
Customer fields & tags#
On the same Equipment & Locations tab, the Customer settings card controls which fields appear when adding or editing a customer:
| Field | Toggle |
|---|---|
| Customer name | Always on (can't be disabled) |
| Email address | On/off — required for email features |
| Phone number | On/off — required for SMS features |
| Mailing address | On/off — useful if you deliver quilts |
Below the toggles, Customer tags lets you create labels (e.g. "VIP", "Local", "Wholesale", "Guild Member") that appear as selectable options on customer forms. Type a name to add a tag; click its X to remove it. Start with a handful of essential tags and expand as needed.
Patterns#
Patterns aren't configured on this page — they live in the Pattern Library, which opens from the quilt forms (when you add or edit a quilt). You add patterns one at a time: each has a name (required) plus optional description, size, designer, tags, and an image (JPEG, PNG, GIF, or WebP, up to 5 MB). The library's search box is always available.
There's no bulk or comma-separated pattern import. For the full pattern workflow, see Pattern Library.
Threads & Batting#
Thread and batting setup lives on Profile → Threads & Batting. Every plan can maintain catalogs for quilt intake and invoice details; Basic and Pro plans can also track on-hand quantities, reorder points, and low-stock alerts.
Use that page to manage:
- Top and bottom thread catalogs with color swatches, brand, and weight
- Batting catalog items with cost per inch and display unit
- Inventory tracking for stock counts and low-stock status on Basic and Pro plans
See Threads & Batting Inventory for the full workflow.
Suggested setup order#
- Rates — set up your standard pricing tiers
- Extras — add the add-on services you commonly offer
- Equipment & Locations — add machines and locations, and choose which customer fields to collect
- Threads & Batting — set up your material catalogs
- Patterns — add the designs you use most (from the Pattern Library)
- Set defaults — mark a default rate tier, machine, and location for faster entry
Note: Deleting any item (rate, machine, location, etc.) won't affect historical quilt records — it only removes it from future selections.
Next Steps#
- Customer Management — build your customer database
- Quilt Tracking — track quilt projects
- Pattern Library — manage your patterns
- Invoice System — create invoices with your configured pricing
Last Updated: June 2026