Services For SureCart
This plugin empowers you to sell services and custom deliverables with SureCart. Enjoy features like status and activity tracking, built-in messaging, and final delivery and approvals, all beautifully integrated directly into your website and customer dashboard.
⚡Quick Highlights
- Sell services and custom deliverables with SureCart products
- Guide customers through each phase with custom statuses, deliveries, approvals, and file uploads
- Communicate with a built-in messaging system directly in the SureCart customer dashboard
- Seamlessly integrates with SureCart subscriptions, invoices, and SureTriggers
Use Services for SureCart to Sell Digital Services And Custom Deliverables
Hello, I’m Nelson Miller, the owner of SurelyWP and the creator of this addon for SureCart. I enjoy developing tools that help you succeed, and I hope you find this one beneficial! If you have any questions, please feel free to send me a message.
Benefits Of The Services For SureCart Plugin
Collect Required Details And Track Activity
After a customer places an order with SureCart, you can gather essential project details to ensure smooth service delivery. From the customer dashboard, you can track all activities related to the service, from initial requirements and messages to delivery updates, ensuring transparency and efficiency throughout the entire process.
How It Works: The addon enables you to set up custom fields, including text and file uploads, for each service type to collect requirements. Both the service provider and the customer can view a timeline of activity within the plugin’s interface, ensuring all necessary information is clearly visible to both parties for a successful project completion.
Send Messages, Set Due Date, And Share Files
Communicate effectively with customers by sending messages and sharing files directly through the customer dashboard. Additionally, a countdown timer is visible for the service providers to remind them of the due dates and ensure timely deliveries.
How It Works: The addon provides a handy messaging system for exchanging updates and files between the service provider and the customer. You can set default due dates for deliveries and easily keep track of progress, ensuring timely and organized communication.
Send Final Delivery And Get Approval
Deliver the final product and obtain customer approval, ensuring their satisfaction and ensuring the services are completed. Keep track of their approval status and automate order completion once the customer is satisfied.
How It Works: The addon allows you to send the final custom deliverables directly through the plugin’s interface, streamlining your workflow. The customer can choose to approve the delivery or request revisions with our user-friendly prompts. Once a delivery is approved, the order will be marked completed!
Services
Use Cases
Explore these popular ways store owners and admins are using services.
Sell Creative Design Services
Offer custom logo design, illustrations, or brand visuals directly through your store.
Deliver Writing & Translation Projects
Provide copywriting, editing, or translation work with built-in file delivery.
Offer Marketing & Consulting Packages
Sell SEO audits, business plans, or coaching sessions as structured service products.
Build & Maintain Websites or Apps
Provide web development, app creation, or troubleshooting as booked services.
Create Custom Digital or Physical Deliverables
Sell personalized art, engraved items, or any made-to-order custom product.
What To Expect From SurelyWP And Services
Seamless Integration
Every SurelyWP addon is carefully designed to fit naturally within the SureCart workflow and interface, making it intuitive and easy to use.
Dedicated Expertise
Our development team works exclusively on SureCart addons, combining deep knowledge of its codebase with a love for the platform.
Friendly Support
We provide personal support whenever needed, helping customers get the most out of their addons and solving any technical problems quickly.
Trusted Quality
Our addons are built to the highest standards, delivering reliable performance that customers count on for their ecommerce stores.
Customer Focused
Most of our features and addons are inspired by conversations with customers, using your feedback to decide what we work on next.
Key Features
Discover the top features that make our addon unique and valuable, allowing you to offer services to your customers similar to Fiverr, with everything you need included.
Services Access By User Role
Control access to all the services features based on user roles, ensuring the service providers have the proper permissions.
Integrated Messaging System
Communicate directly with customers using our built-in messaging feature, keeping conversations in one place.
Easy File Sharing
Share files effortlessly and allow customers to preview them directly within SureCart for seamless collaboration.
Custom Requirement Details
Gather customization details for the order efficiently using custom text input and file upload fields for each service.
Contract Digital Signature
Include a written contract for your service and require a digital signature from the customer before starting work.
Approvals & Revisions System
Implement a robust approvals and revisions system to manage customer feedback and requests efficiently.
Product Reviews Integration
Prompt customers to leave a review after their service is completed, which syncs to the associated SureCart product.
Settings & Preferences
Customize settings and preferences to configure the addon’s functionality to your specific business needs.
Email Notifications & Templates
Send automated email notifications with customizable templates to keep customers informed at every stage.
Alerts & Notifications
Display pending service alert notification badges for admins and Customer Dashboard notices for customers.
Order Activity Tracking
Track all order activities and updates in real-time, ensuring complete transparency and accountability.
Milestones & Due Dates
Set and manage multiple milestones and delivery due dates to ensure timely completion of all service orders.
Ottokit Integration
Integrate with Ottokit for seamless connections to all your favorite apps and services!
Settings & Features
Explore all the powerful settings and features to set up, use, and customize the addon!
1. Manage Or Add New Services
To get started with our plugin, begin by creating a new service. You can configure multiple services according to your needs with different associated SureCart products and different form fields for receiving the required customization details from the customer.
When you navigate to the “Services” tab under the SurelyWP Services For SureCart addon, you’ll find the option to create a new service. If you’ve already configured services on your site, they will be listed here for you to manage, edit, or remove as needed.
2. Add Title And Set The Status
Within the individual service interface, whether you’re creating a new one or modifying an existing one, you’ll find settings to customize everything to your preferences. The first few sections focus on defining the service title and toggling its status between enabled and disabled.
3. Associate SureCart Products With Each Service
Our plugin integrates seamlessly with SureCart products. Each service configuration can be associated with any number of SureCart products, changing them into products as a service which customers can purchase to hire you for custom deliverables.
Assign Products To Services From The Individual Service Settings
To start, you can choose which products should be designated as services. You can choose all products, specific products, or products in specific collections.
Associate The Service From SureCart Product Pages
You can associate a product with a service directly from the SureCart product page! This convenient integration makes it super easy for you to set up the services for your products.
4. Enable Optional Contract And Digital Signature
The contract feature in Services for SureCart lets you choose whether customers must accept the contract details by signing their digital signature after purchasing a service. The contract feature is optional and can be enabled or disabled for each service configuration. When enabled, customers will be asked to sign the contract as the first step in the process before work begins on their order.
Rich Text Editing And HTML Support
You can customize the contract details using rich text editing and HTML formatting to match your specific needs, whether that be headings, links, ordered lists, numbered lists, bold, italic, or other syntax. The HTML will be rendered in the customer view based on the website’s theme.
The contract details can be as long as needed, and a scrollbar will be automatically enabled for longer text when viewed by the customer.
When the contract feature is enabled for the service, it adds a new step in the status tracker for easy visual reference.
The other tabs which normally are visible here are hidden prior to signing the contract. This makes it clear that accepting the contact is the next step of the process without distractions.
After signing, it displays the signed contract within a new Contract tab with the customer’s signature.
5. Configure Requirement Form Fields
Given the custom nature of services, it is crucial to gather the necessary details from the customer before starting work. These details could include basic questions, images, video or audio content, custom text for product personalization, links to example sites, file uploads, brand assets, favorite colors, and more. In the current version of the plugin, you can choose from text fields or file uploads, which should cover most scenarios.
Unique Requirement Fields For Each Service
You can configure all the necessary fields for the required details within each individual service, allowing you to ask specific questions and set up different fields for each type of service offered.
It is also optional to ask for requirements, as there may be cases where everything is already clear from the product page description or when additional details are not needed.
You can also choose to make the file upload requirement field optional. This is particularly useful in scenarios where the requested file is not relevant or just not needed, depending on the type of project. By default, this setting is enabled but can be disabled as needed.
Steps to Configure Fields:
Step 1: Choose Field Type
Select the type of field you need, such as a a text input field, textarea field, or file upload.
Step 2: Write Title Text
Provide a clear and concise title for the field that indicates what information is being requested.
Step 3: Write Description Text
Include a detailed description to guide the customer on what specific information or file is needed. The description fields include a rich text editor which supports HTML formatting, whether that be headings, links, ordered lists, numbered lists, bold, italic, or other syntax.
Option A: Show Requirements Form On Product Page NEW
When selling custom deliverables and personalized gifts or services, you may only have one or two fields for the customer to enter their details. In this scenario, it makes more sense to collect the information from the customer directly on the product page before the order is placed. This also enables work to begin as soon as the order is received.
Requirements Form Shortcode And Block For Any Page Builder
If you are not using the default SureCart product pages but are displaying your SureCart products on other pages or post types, you can place the shortcode [surelywp_services_requirements_form] or the WordPress block Services Requirements Form anywhere in your content, making this fully compatible with any page builder! Just be sure to add the product ID, and ensure the product is associated with a service.
Shortcode To Display The Product’s Submitted Requirements In The Checkout
You can display those submitted product requirements directly on the checkout page. This means both you and your customers can quickly review key details—like design preferences, appointment times, or any special requests—before finalizing the purchase. It’s a simple addition that helps avoid confusion and keeps everything clear right up to checkout.
Here is an example of how that looks in the checkout:
Option B: Complete Requirements After Checkout
For most types of services, you may have a list of files, links, descriptions, or other details that are necessary to gather from the customer before starting work. In this scenario, it makes more sense to collect this information from the customer after they have completed the checkout in the dedicated service screen. This method works just like Fiverr, and is is the default option. This allows the customer to take their time and focus on sharing the necessary information, all within the context of the service.
In this scenario, the requirement fields appear in the Customer Dashboard when viewing the service that was just purchased. A notice prompts the customer to submit the requirements, which directs them to the Requirements tab within the individual service screen. After submitting the requirements, the details they provided will appear in the Requirements tab for future reference for both the service provider and the customer.
6. Control The Number Of Services Per Order Or Subscription Cycle NEW
Every business has different needs when it comes to service management. Some might offer one-time personalized projects, while others provide ongoing services tied to subscriptions. Whether you’re selling custom design work, coaching sessions, or consulting packages, you need control over how many services each customer can create. Our flexible settings let you define the number of services allowed per order and, if using subscriptions, per billing cycle.
For One-Time Purchases & Installments
You can allow customers to create multiple services from a single order. This is perfect for businesses that offer multiple service slots in a single purchase, such as coaching calls, design requests, or consulting hours. Customers will see a button in their dashboard to create additional services within their limit if more than one is allowed.
Subscription-Based Services
For subscription-based services, you can enable recurring services that are tied to a customer’s SureCart subscription billing cycle. This feature allows customers to start a specific number of new services within each billing cycle.
- Flexible Service Limits: Set the maximum number of services a customer can create per billing cycle or per a custom frequency. Want customers to have access to 5 design requests per month? Or perhaps daily coaching calls within a monthly subscription? You decide! Custom frequencies can be daily, weekly, monthly, etc., but must be shorter than or equal to the subscription billing period. This ensures alignment between service availability and subscription terms.
- Automated Service Creation (Optional): Streamline your workflow and ensure consistent service delivery by automatically creating a new service for each billing cycle (or custom frequency). This is perfect for services that renew regularly, like weekly content reviews or monthly strategy sessions. Of course, you can also choose to let customers initiate service creation manually if that better fits your business.
- Rollover Options for Unused Services: Provide added value and flexibility by allowing unused service allocations to roll over to the next billing cycle. This is a great way to reward loyal customers and encourage engagement. Alternatively, you can choose to have services expire at the end of the cycle for stricter control over service usage.
7. Add Multiple Milestones As Needed With Custom Revision settings NEW
The new Milestones feature lets you divide a service delivery into clearly defined stages or a structured schedule. Each milestone includes its own title, delivery files, and completion status, allowing you to manage multi-part projects with greater clarity and flexibility. Every milestone appears in the status tracker, giving both the admin and customer a clear view of progress at every step.
By default, each service includes one milestone, just like before, representing a single round of delivery and revisions. Additional milestones can be added only when needed. You can give each milestone a custom name to match its purpose, such as Draft 1, Design Proof, Logo Finalization, or Website Launch. Each milestone also includes options to require customer approval before moving forward and to specify the number of days allowed for its delivery, helping you stay organized and on schedule.
Custom Revision Controls Per Milestone
Within each milestone, new revision settings allow you to control whether clients can request changes after delivery and, if so, how many revisions are allowed. When a milestone requires approval, revision requests are automatically enabled. Once the set number of revisions is reached, no additional requests can be made, and the service will continue to the next step.
The status tracker has also been updated to show additional details for the active milestone, including the delivery date and number of revisions remaining, giving both parties complete visibility as each stage progresses.
8. Collect Reviews Automatically with SureCart
With the new product reviews feature in SureCart, the Services for SureCart plugin now lets you collect reviews for completed services, which sync to the associated product page. This works just like marketplaces such as Fiverr and Upwork, which encourage you to provide feedback after a service is delivered.
When a service is marked complete, the customer is prompted to leave a review directly from the service page. The review is automatically connected to the associated SureCart product, so no extra setup is required.
This means:
- Reviews are tied to the actual product being sold
- Recurring services use the same product review
- Customers can edit their review if needed
- Reviews submitted from the product page are reflected inside the service view
You can enable reviews per service, and everything stays in sync with SureCart’s native review system.
9. Configure General Settings
The general settings for the Services For SureCart addon provide global customization options for efficiently managing services. These settings include defining user roles and access to services in the backend, setting default delivery times, configuring reminders, automating order completion, and managing file uploads. These settings act as sitewide preferences, affecting all services on the site.
9. Optionally Rename “Service” and “Services” Throughout The Interface NEW
We’re excited to introduce powerful new customization options that let you tailor the wording of “Service” and “Services” throughout your interface—both for customers and admins. This update makes it easier to align terminology with your unique business model and improve clarity for your users.
Rename “Service” and “Services” Across Your Site
You can replace the singular word “Service” and the plural word “Services” with terms that better fit your use case. Whether you offer Design Requests, Coaching Sessions, Appointments, Custom Orders, or something else entirely, this new setting ensures that your customers and team see the most relevant terminology across the entire interface.
Customize the Services Tab in the Customer Dashboard
We also have a setting that lets you customize the text of the Services tab in the customer dashboard. This means you can adjust the wording to match what you offer. For example:
✅ If you sell personalized items, you could rename it to Custom Orders.
✅ If you run a coaching business, you might call it Coaching Sessions.
✅ If you offer consultations, you can change it to Consultations.
This small but impactful update makes your dashboard more intuitive and user-friendly for customers.
Change the Customer Dashboard Tab Icon
In addition to renaming the tab, you can customize the icon used in the customer dashboard navigation. Choose an icon that visually represents your services, making the dashboard even more personalized and branded to your business.
10. Customize The Email Notification Templates
The Services For SureCart addon includes email notifications for various activities, both for the service provider and the customer. Receiving these emails is crucial, as they keep both the service provider and the customer informed about important updates related to their service order.
Our intuitive interface makes it easy to customize the email templates for these notifications, giving you full control over the text and tone of the message. Within each email template, you can customize the email subject and the email body. You can also choose to disable the email notification as needed.
Email Templates
Admin Notification Emails
- New Service Order
- Service Requirements Received
- New Message From Customer
- Customer Requested Revisions
- Delivery Approved By The Customer
Customer Notification Emails
- Submit Service Requirements
- Submit Service Requirements Reminder
- New Message From Service Provider
- Delivery Date Changed
- Final Delivery
Dynamic Variables
The subject line and body text can be customized with dynamic variables, which will automatically insert real data such as the customer’s name, product name, order ID, service ID, service link, message content, or website name. You can freely update the text of the email templates according to your preference, but just be sure to include the variables.
11. Display The Services List Anywhere
The Services For SureCart plugin adds a new “Services” tab to the SureCart Customer Dashboard by default. This is where the customer can find a list of all the services they have ordered, along with their associated order, product, status, date, and button to view details.
However, if you want to also show the services anywhere else, you have the freedom to do so with the WordPress Block or shortcode.
WordPress Block
With our dedicated SurelyWP Services WordPress Block, you can place the services list anywhere on your block-based website. A great use case for this is adding the services list to the main Dashboard tab of the SureCart Customer Dashboard along with the orders.
Shortcode
Additionally, you can use the [surelywp_customer_services title=”Services”] shortcode to embed the services list within any content area, making it compatible with any page builder. This flexibility ensures the services are accessible to customers wherever you need them to be.
12. Pending Services Notifications
It is important for both admins and customers to be fully aware of any pending actions they need to take on services. To help with this, we provide pending service notification badges in the SureCart menu and Customer Dashboard. This is a significant benefit for both admins and customers, allowing them to see at a glance if any service requires their attention. The orange notification number will be familiar to WordPress users and will ensure that both admins and customers stay informed about pending actions needed.
Admins
For admins, the notification number indicates the number of services with the “Work In Progress” status, as these are the only services that require action from the admin until the customer responds.
Customers
We added a similar notification icon to the Services menu in the Customer Dashboard. For customers, the notification number indicates the number of services that are either “Waiting For Contract,” “Waiting For Requirements,” or “Waiting For Approval.”
13. Display Pending Services Notice In Customer Dashboard
The Services for SureCart addon relies on customers promptly providing requirement details and approvals before an order can be completed. To ensure customers do not miss any services awaiting their action, we provide a WordPress block and shortcode (for page builders) to display a notice anywhere in the Customer Dashboard or on any other page, notifying the customer to take necessary actions to ensure timely delivery.
The alert is only shown to customers and only appears if they have pending service notifications. By default, this notice will appear at the top of the Customer Dashboard. Once dismissed, the alert will not reappear unless a new notification arrives.
WordPress Block
You can place the services alert anywhere on your block-based website with our dedicated SurelyWP Services WordPress Block. We recommend using this in the main Dashboard tab of the SureCart Customer Dashboard since that is the main page customers will visit. As with everything we do, we made it customizable so you can edit the title text and description as needed!
Shortcode
Additionally, if you are using any other page builder, you can use the [surelywp_services_alert title=”Services Alert”] shortcode to embed the services list within any content area. The flexibility of the shortcode method ensures the alert is easily available anywhere you need it to be located.
OttoKit (Formerly SureTriggers) Integration!
We’re thrilled to have direct OttoKit integration with our Services For SureCart plugin! This new integration connects our plugin to all of the supported apps and services within the SureTriggers ecosystem.
Works With Invoices Too!
The new SureCart Invoice feature works seamlessly with the Services for SureCart addon. When you add a product associated with a service to an invoice, everything is handled automatically. Once the invoice is paid, product access is granted, and the service starts just like regular orders!
More Features Coming Soon!
This plugin was released on June 21, 2024, and we have already released several huge updates with many new features and improvements that customers have submitted. More features are currently in development! We love hearing your feedback and ideas, so send us a message with any questions or suggestions!
Version 1.0 Release Notes – Introducing The Services For SureCart Addon By SurelyWP
Version 1.1 Release Notes – New Contract, Digital Signature, Block, Shortcode, Dark Mode, And Branding Features?
Version 1.2 Release Notes – New Alerts, Redirect, Starting ID, Variants, And More!
Version 1.3 Release Notes – OttoKit Integration, Rich Text HTML Support, Recipient Emails, Filter By Status, and Delivery Time Settings
Version 1.4 Release Notes – Requirements Form On Product Pages And Other New Settings
Version 1.5 Release Notes – Multiple Services Per Order, Subscription Services, Rename Everything
Version 1.7 Release Notes – Multiple Customizable Milestones And Revision Controls!
FAQs
Are any other plugins required?
The Services For SureCart plugin is an extension specifically created to add new features to SureCart, so the SureCart plugin must be installed as a prerequisite.
What’s the recommended hosting plan for running SurelyWP Services?
For typical use, a basic WordPress-compatible hosting plan is sufficient. However, if you handle frequent large file uploads or manage a high volume of transactions, consider a hosting plan with at least 10-20 GB of storage to ensure optimal performance. For resource-heavy needs, upgrading to a plan with scalable storage options is ideal.
How much server space will I need for client uploads and documents?
Our plugin works seamlessly within your WordPress environment and relies on your hosting server’s resources. While most data like text and settings won’t consume much space, large file uploads (e.g., client documents or digital deliveries) can add up. You can manage this by setting a file upload size limit in the plugin settings to control space usage effectively.
Will the messages and file exchanges for service orders occupy a lot of hosting space?
The chat and order-related data, such as messages and basic metadata, are stored in your WordPress database and typically do not take up significant space. However, media files (like images or documents) can require more storage. If you anticipate heavy use or frequent uploads, we recommend either upgrading your hosting plan or using external storage services for larger files.
Can I integrate external storage for file exchanges and reduce hosting space usage?
While our plugin doesn’t have built-in integrations with external storage services, you can easily use platforms like Google Drive, Dropbox, or OneDrive for sharing files. Simply upload your files to an external storage service and paste the shared link into the chat or delivery message. This approach helps minimize hosting space usage on your server while still enabling seamless file exchanges.
How can I place a test service order?
Many users find it helpful to perform some test orders to understand the process from the customer’s perspective. While this step is entirely optional, it’s a good practice to ensure everything works as expected. to do so, simply set up a SureCart product linked to a service, and proceed through the checkout process like usual. You will then be redirected to the individual service page to proceed with the details.
IMPORTANT: Do not conduct test orders while logged in as your admin user—it will not work as intended, and the service features will not be displayed in your customer dashboard. Instead, we recommend using a separate email address, such as a temporary one from a service like Temp Mail. This approach allows you to log in as a customer in a different browser and even switch between customer and admin views seamlessly.
For an even smoother experience, consider using our User Switching feature in our Toolkit For SureCart addon to easily switch back and forth between the admin and customer view!
What People Are Saying
The SurelyWP Service plugin is EXACTLY what the development and graphic design world needed! Being able to have two-way communication and project delivery with clients directly through my website is heaven-sent. No more duct taping multiple plugins or platforms together to deliver and communicate on projects, this SureCart plugin by SurelyWP is all you need. Also, the team behind the plugin is amazing and listens to the end users when it comes to feature requests.
As someone seeking a deliverables plugin for years, this one is incredible. Fast, smooth and integrates seamlessly with SureCart. The price is unbeatable too, a superior option for many creative professionals looking to manage their workflow and provide a professional customer experience.
Choose Your Plan For The Services For SureCart Addon
Yearly – 1 Site
- 1 Site License
- 1 Year Of Support & Updates
- Email Support
Yearly – 5 Sites
- 5 Site Licenses
- 1 Year Of Support & Updates
- Email Support
Yearly – Unlimited Sites
- Unlimited Site Licenses
- 1 year Of Support & Updates
- Email Support
Lifetime – 1 Site
- 1 Site License
- Lifetime Support & Updates
- Email Support
Lifetime – 5 Sites
- 5 Site Licenses
- Lifetime Support & Updates
- Email Support
Lifetime – Unlimited Sites
- Unlimited Site Licenses
- Lifetime Support & Updates
- Email Support
Lifetime – Installment Plan
Purchase our Lifetime – Unlimited Sites plan with convenient installment payments!
