Adding Products & Services

Why Add Products and Services in?

This simplifies your workflow. Instead of having to type in individual line items on every order, you can simply choose from a list of preset options you have created. You can keep your pricing consistent, and utilize the product or service descriptions to let your client know all the hard work that goes into the work you do.

How to Add in Products and Services

First, go into Settings, then select Products or Services, depending on what you want to import.

Products

To add in a new Product, click on the blue "+ Product" button at the top of the screen.

Here you can enter all the information about the product.

Name: The name of the Product. This is how it will appear on your order form.

Quick Code: A code you can use to quickly search for this Product.

Group: A group for this product. You can use this for searches

Sub Group: A subgroup for this product.

Unit: What unit this product is in (Liters, Ounces, Ect)

Active: If this is a product you currently use.

Commission: If employees can receive a commission on this product. Click here to learn how to set up a commission rate.

Add to favorites: If this is a Product you use a lot, you can favorite it to easily find it.

Avg Time: How much time it takes to complete the service.

Line Items Defaults: Here is where you can enter default information that will be pulled and used on order forms. You can edit these later on the order forms themselves.

Qty: The default quantity, how much you typically sell at once.

Price: The default price.

Upsale: If this is usually an upsale and you want it to be automatically marked as an upsale, check this box.

Locked: If this line item can not be edited, check this box.

Taxed: If this Item is taxed, check this box. Click here to learn how to set up a tax rate.

Description: Here you can type in the description for your product. The client will be able to read this on order forms, so use this as an opportunity to describe well what all you are offering to them.

Save and New or Save: Click "Save and New" to save this product and create another, or Save to just save the product and exit.

Services

To add in a new Service, click on the blue "+ Service" button at the top of the screen.

Here you can enter all the information about the product.

Name: The name of the Service. This is how it will appear on your order form.

Quick Code: A code you can use to quickly search for this Service.

Group: A group for this Service. You can use this for searches

Sub Group: A subgroup for this Service.

Unit: What unit this Service is in, such as by the square foot, or in units of amount

Active: If this is a Service you currently use.

Commission: If employees can receive a commission on this service. Click here to learn how to set up a commission rate.

Add to favorites: If this is a Service you use a lot, you can favorite it to easily find it.

Avg Time: How much time it takes to complete the service.

Line Items Defaults: Here is where you can enter default information that will be pulled and used on order forms. You can edit these later on the order forms themselves.

Qty: The default quantity, how much you typically sell at once.

Price: The default price.

Upsale: If this is usually an upsale and you want it to be automatically marked as an upsale, check this box.

Locked: If this item can not be edited in a work order, check this box.

Taxed: If this Item is taxed, check this box. Click here to learn how to set up a tax rate.

Description: Here you can type in the description for your product. The client will be able to read this on order forms, so use this as an opportunity to describe well what all you are offering to them.

Save and New or Save: Click "Save and New" to save this product and create another, or Save to just save the product and exit.

Editing Products or Services:

To edit a Product or Service all you have to do is open the Products or Services page (Depending on which you want to edit) and click on the name of the Product or Service you want to edit.

The information for that Product or Service will open up. You can then edit the information, then click "Save" to save the edits.

Creating a New Product or Service from the Order Form

If you are creating an order, you can create a new product or service from the Order Form. Simply click on the line in the "item" column, which opens up the line item drop-down menu. Click on the "+ Service" or "+ Product" buttons to create a new Service or Product.