New Services can be created from the QUICK INVOICE, JOBS or ESTIMATES detail screens.
New Services can be created while entering details of a Quick Invoice, Job or Estimate.
Only Admins are able to edit or delete a Service from the Master List (through their More menu). This is why we suggest Admins create any popular and widely-used Services to the Master List, so Employees can simply select it rather than creating a new one.
From the add (+) sign on any page of the application select either QUICK INVOICE, JOBS or ESTIMATES to add a new line item:
- Select or Create a QUICK INVOICE, JOB or ESTIMATE.
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Once in a NEW ESTIMATE, JOB or QUICK INVOICE select "Services"
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Enter the name of the Service.
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Enter description of that Service - optional.
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Enter pricing. Choose either an hourly rate or a fixed price for that Service.
- Choose whether the Service is taxable or non-taxable.
- Switch the toggle for "Save to Services List" to ON, if you'd like to save it to the Master List for the entire Company to use in the future.
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Select "SAVE" at the top right.