The online shop lists the machine, the control cabinet or the measuring device. Commissioning, the annual inspection, calibration and the maintenance contract are not there - they still run through quotes, phone calls and spreadsheets. Yet a substantial share of profit sits in exactly those services: in German mechanical and plant engineering, service accounts for around 20 percent (VDMA) of revenue, and aftersales typically reaches EBIT margins of around 25 percent (McKinsey 2017), while new machine business tends to sit closer to 10 percent (McKinsey 2017). Across the German economy, services account for around 70 percent (Federal Statistical Office) of total value added. Anyone who only shows goods online is selling the lower-margin part of the portfolio digitally and handling the higher-margin part by hand. This article shows how installation, commissioning, calibration, inspection, training and maintenance contracts can be modelled as bookable items in a Shopware shop: as a dedicated product type without stock, linked to the main product, priced by flat rate, hour, travel zone or device class, with the required service details captured during ordering, handed over to the ERP as a service order, and governed by contract logic covering term, renewal and notice period that customers can see in the portal.
Key takeaways
- Services such as installation, commissioning, inspection and training belong in the shop as a dedicated product type: no stock and no shipping weight, but appointments, capacity and service details instead.
- The margin justifies the effort: around 20 percent (VDMA) of revenue in mechanical and plant engineering and around 25 percent (McKinsey 2017) EBIT margin in aftersales compared with around 10 percent (McKinsey 2017) in new machine business.
- Placement drives revenue: machine and commissioning belong in the same cart, with the service offered on the main item rather than in a separate enquiry weeks later.
- Service details belong on the service item, not in the checkout: the average checkout already contains 11.3 form fields (Baymard Institute), while 8 fields (Baymard Institute) are enough for most shops.
- A maintenance contract is not a subscription for goods but a contract with a term, renewal and notice period - dates, service history and certificates belong visibly in the customer portal.
Why the margin sits in service while the sale stays analogue
Service has a quiet strength in mid-market businesses: it reacts more slowly to economic swings than new business, it ties customers in across the whole life of an asset, and it delivers more profit per euro of revenue. In mechanical and plant engineering, service accounts for around 20 percent (VDMA) of revenue, and depending on the sector and the maturity of the offering it sits noticeably above or below that in an individual company. The profit side is even clearer: while new machine business typically reaches an EBIT margin of around 10 percent (McKinsey 2017), aftersales sits at around 25 percent (McKinsey 2017). Even so, digitalisation in many companies stops precisely at the line between goods and services: the product can be ordered online, the service attached to it cannot.
The reasons are rarely technical. Services are seen as needing explanation, as too individual for a catalogue, as something sales has to negotiate. In practice, a large share of service business is largely standardised: commissioning a device class, the recurring inspection of portable electrical equipment (DGUV Rule 3), calibrating a measuring instrument, briefing two people over one morning. Such services have a defined scope, a calculable duration and a price. They could be catalogued - they simply are not. The price for that is a processing chain of calls, quotes, queries and follow-ups that ties up the sales desk and delays the close. Between the customer's question and a bookable answer there are days rather than clicks.
On the buying side, expectations have long since shifted. 67 percent (Gartner) of B2B buyers prefer a purchase without direct sales contact, while 69 percent (Gartner) deliberately involve sales to validate AI-generated insights. Both fit together: the standard case should be self-service, the exception stays a conversation. The digital channel carries real weight - among companies that offer e-commerce, around 34 percent (McKinsey B2B Pulse) of revenue now runs through the online channel. Analogue channels persist nonetheless: 18 percent (Bitkom) of companies in Germany still faxed frequently in 2025. In the gap between expectation and process, service business loses orders, often unnoticed, because a service order that was not placed at all appears in no statistic.
Service items, subscriptions and quotes are three different things
Service items: a dedicated product type without stock
Technically, service commerce starts with one decision: a service is not a stocked item. Anyone who sets it up as an ordinary product then fights with stock levels, shipping costs, delivery promises and pack sizes that make no sense for work performed on site. A stock level of zero blocks ordering, a delivery time of three days promises something the service schedule cannot keep, and a shipping rate charges freight on an item nobody ships. A dedicated product type with its own rules works better: no stock, no weight, no shipping method, but fields for scope, duration, qualification, site and preferred date. In Shopware open source this can be implemented as an additional product type with custom fields and adjusted logic in the cart and at checkout; the interface stays familiar for the customer while the rules behind it differ.
| Attribute | Goods item | Service item |
|---|---|---|
| Availability | Stock level decides | Capacity and appointment decide |
| Shipping | Weight, volume, shipping method | No shipping, but travel and zone |
| Price basis | Price per unit of measure | Flat rate, hour, zone, device class |
| Mandatory data | Delivery address and quantity | Site, device data, preferred date |
| ERP document | Delivery order with picking | Service order with scheduling |
| After fulfilment | Delivery note and returns | Feedback, inspection record, certificate |
As soon as goods and services share a cart, the shop has to keep them apart. Shipping cost calculation must not include the service line, otherwise freight is charged for work without a parcel; how freight and forwarding costs can be calculated reliably in B2B is covered in the article on calculating shipping and freight costs. Units of measure need their own logic too: a service is measured in hours, visits, devices or people, not in pieces or packs. How units, pack sizes and minimum order quantities stay consistent is shown in the article on units of measure, pack sizes and minimum order quantities. Finally, the paperwork needs its own language: a service produces no delivery note but a proof of work performed.
Linking the service to the main product
The biggest lever is not the service item itself but where it appears. Commissioning sells where the machine is decided on - not three weeks later in a separate enquiry. In practice that means the relevant services hang on the main product as selectable lines, and the customer puts machine and commissioning into the cart in a single step. Three link types have proven useful. A mandatory service is ordered along with the product as a matter of course because warranty depends on it. A recommended service is preselected but can be deselected. An optional service is offered without blocking the purchase. Which variant fits depends on the product; the structure resembles the logic of a product configurator with guided selling, except that here no variant is created but a second line item.
The link has to be clean on pricing as well. A twelve percent goods discount on a product group must not spill over onto the hourly rate, and a promotional price on the machine must not cheapen the commissioning. Service items therefore belong in their own price groups with their own conditions, maintained independently of goods discounts. How price lists, customer groups and tiers are structured in general is described in the article on price lists and tier pricing in Shopware. A second rule concerns sequence: if the main line is removed, the linked service has to follow or at least trigger a notice. Otherwise a commissioning without a machine stays in the cart and creates a service order with no subject.
The core in one sentence
Pricing: flat rate, hour, travel zone, device class
The most common objection to bookable services is that a price cannot be stated seriously in advance. As a rule it can - it simply consists of several building blocks instead of one number. Publishing those blocks makes the price calculable and keeps the margin under control, because each component is maintained separately and stored in the ERP. Six building blocks cover the majority of cases in technical trade, plant engineering and medical technology.
Flat rate
A fixed price for a clearly defined scope, such as commissioning a device class at one site. The easiest option for the customer to decide on.
Hourly rate
Effort-based work with a minimum charge and a billing increment, for instance per started quarter hour. The shop shows the rate, the invoice follows the technician's report.
Travel zone
Distance bands instead of per-kilometre billing: the postcode of the site determines the zone, the zone determines the surcharge. Transparent and easy to maintain.
Device class
Output, size or number of axes determine the effort involved. A classification on the product automatically assigns the right service price to each device.
Contract tier
Maintenance contracts in two or three tiers with a defined scope, an agreed response time and monthly or annual billing instead of freely assembled components.
Surcharges
Emergency callouts, weekends, night work or restricted access appear as separate line items so the invoice stays comprehensible and triggers no queries.
Customer-specific conditions apply to services as well. Anyone with a negotiated framework for goods expects one for maintenance and inspection too - including agreed allowances such as four visits a year at a fixed price. Such allowances can be managed like a call-off quota with a visible remaining balance in the customer account; the underlying mechanics are described in the article on framework contracts and call-off orders in B2B shops. In most companies the ERP remains the leading source for prices and conditions. The shop displays what is stored there and keeps no parallel price maintenance - otherwise shop display, order confirmation and invoice drift apart, and that is exactly where the complaints come from that make service business expensive.
Capturing service details during ordering
A service needs more information than a delivery. Without the site, device data and a time window, scheduling cannot plan, and the order ends up back in the query loop. The temptation is to put all those fields into the checkout. That is precisely the wrong place: the average checkout already contains 11.3 form fields (Baymard Institute), while 8 fields (Baymard Institute) are enough for most shops, and 17 percent (Baymard Institute) of abandonments are caused by a checkout that is too long or too complicated. For large shops, a better designed checkout lifts the completion rate by around 35 percent (Baymard Institute) on average. The conclusion: service details belong on the service line, right where the service is selected, not as an extra block behind the payment method.
- Site with a differing address, building or cost centre plus the matching travel zone
- Device or asset with type and serial number, ideally prefilled from the order history
- Preferred date as a time window rather than a fixed day, plus two acceptable alternatives
- On-site contact with a direct line, because otherwise the technician stands at a locked door
- Access requirements such as a safety briefing, ID, protective equipment or advance registration
- Customer preparation, for example isolation, draining or lifting gear made available
Two techniques keep the form short. First: what the system knows, it does not ask. Serial number, site and contact are in the customer account after the first order and can be offered as a selection - how a unique device identity is built is shown in the article on batches, serial numbers and traceability in B2B shops. Second: whatever is not needed to place the order moves behind it. A time window is enough to trigger the job; fine-tuning happens in the order confirmation or in the portal. Which fields are genuinely necessary at checkout and how much friction they create is examined in the article on B2B checkout optimisation.
From cart to service order in the ERP
This is where most projects that looked fine until then run aground. An order containing a machine and its commissioning must not arrive in the ERP as a single delivery order, because the service has no picking document, no package and no carrier. It needs a service order with scheduling, an assigned technician, a planned duration, a completion report and billing that can follow the actual effort. Technically that means the order is split on handover. Goods lines create a delivery order, service lines create a service or field job, and both keep a common reference so customer and sales desk can see the connection. Which handover routes exist and what matters when things go wrong is described in the article on ERP integration in B2B e-commerce.
Settle the document type before the first line of code
Maintenance contracts: term, renewal, notice period
A maintenance contract is not a product but an object with its own life cycle. It needs a start date, a term, a billing rhythm, a defined scope, a renewal rule and a notice period. The scope should be described concretely enough that nobody has to argue later: two maintenance visits a year, travel included, spare parts billed separately, an agreed response time on working days, standby optional. Billing follows either the contract interval - monthly, quarterly, annually - or the individual visit. Both have merits: the interval smooths revenue and makes it predictable, while per-visit billing stays closer to actual effort. Many providers combine the two by separating a base fee for availability and documentation from the billing of additional visits.
Renewal is the point where contract portfolios grow or quietly bleed out. If a contract expires without a rule, it often ends unnoticed, and the asset becomes a one-off job with a price discussion at the next breakdown. Automatic renewal for twelve months, combined with a three-month notice period to the end of the term and a reminder six weeks in advance, keeps the portfolio stable and stays fair for the customer, because the deadline is visible in the portal. A price adjustment clause belongs in the contract as well, worded transparently and announced with lead time. Finally, the contract needs a link to the asset: if the machine is sold or decommissioned, the contract has to be able to follow, otherwise a document remains without a subject.
Have renewal and notice clauses reviewed legally
Contract overview in the customer portal
Maintenance contracts get renewed where they are visible. If the contract sits as a PDF in a purchasing folder, nobody remembers the deadline; if it appears in the customer portal with remaining term, next visit and cancellation date, it becomes a reason to talk rather than a forgotten file. For the provider this is the cheapest form of customer retention, because it works without sales effort and the sales desk no longer has to give the same answers on the phone. A solid contract overview usually shows six things.
- Active contracts with asset, site, start date, term and contract tier
- Next scheduled visit with its time window and the committed scope of work
- Notice period as a specific date rather than an abstract number of months
- Service history with date, duration, parts replaced and the technician's report
- Inspection records, calibration certificates and maintenance reports as downloads per visit
- Customer actions: book an extra visit, change the contract tier, add another asset
This overview is also the best cross-selling channel a service business has: anyone who sees that three of five assets are under contract asks about the remaining two. Building such an area differs little technically from other self-service functions; the components involved are described in the article on B2B customer portals and self-service, and the project side is covered by our service B2B customer portal development. What matters is the direction of data: contract data, visits and documents come from the leading system, the portal displays them and writes back only actions.
Legal guard rails: contract type, deadlines, records
Services are not legally the same as goods, and the difference reaches into the product description. Where a result is owed - the repaired asset, the calibrated instrument - German law usually assumes a contract for work (Section 631 German Civil Code). Where an activity is owed, such as standby or training, a service contract is more likely (Section 611 German Civil Code). Deadlines follow from that classification: claims for defects in work on an object generally lapse after two years (Section 634a German Civil Code), and after five years for work on a building. For the shop this mainly means care in the description: what exactly is included, what is explicitly not, what cooperation is expected and what result is promised.
The second point is documentation. A visit produces records - inspection report, calibration certificate, maintenance report, signature on site - and those records often carry their own retention period at the customer. Filing them automatically in the portal saves both sides search time and makes the work performed provable. The third point concerns invoicing: for services the date or period of performance has to be stated, not the delivery date of a parcel. As soon as invoices are exchanged in structured form, that field has to be filled correctly - what the changeover means in practice is described in the article on e-invoicing obligations and ERP integration.
Step by step to service commerce in your shop
The most reliable start is a small, clearly bounded slice. The first stage should not carry the whole portfolio, but the three to five services that are most frequently requested by phone today and are easiest to standardise. Within a few weeks they produce solid data on whether customers book, which queries remain and where the process chain sticks. Contract logic and the portal follow afterwards, because both benefit from what the first stage reveals.
- Review the service portfolio and describe the standardisable services with scope, duration and price
- Create a service product type in Shopware: no stock, no shipping, with fields for service details
- Define the pricing blocks and store them in the ERP: flat rate, hourly rate, zone, device class, surcharges
- Define the link to the main products and anchor the service questions on the line item
- Implement the handover to the ERP as a service order, including order splitting and completion reports
- Add maintenance contracts with term, renewal and deadlines and make them visible in the customer portal
Success is measured with a handful of metrics: the share of services booked online across all service orders, the time from booking to confirmed appointment, the query rate per order and the renewal rate of maintenance contracts. If the first value rises and the query rate falls, the model works. Which technical components are needed for that is what we clarify as part of Shopware development for B2B shops; the wider frame of concept, build and operation is set out in our services for B2B commerce. If you would like to work out which services in your portfolio are best suited to go first, we are happy to go through it in direct contact - ideally starting from the customer portal or new B2B shop enquiry.
Sources and Studies
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