Products and services are reusable line items your team can add to requests, quotes, jobs, and invoices. They keep names, descriptions, pricing, and costs consistent across the workflow.
Open Products and Services to manage your item library.
Why products and services matter
Reusable items help with:
- Faster quoting and invoicing.
- Cleaner job costing.
- Consistent descriptions for clients.
- Standardized pricing.
- Better reporting on sold services.
What to include
For each item, add:
- Name.
- Description.
- Unit price.
- Unit cost.
- Category or type.
- Tax behavior when applicable.
Use items in work records
Add products and services to:
- Requests for early scope.
- Quotes for client approval.
- Jobs for operational scope.
- Invoices for billing.
Review Products and Services Report to understand item performance.