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.
Once in a NEW ESTIMATE, JOB or QUICK INVOICE select "Services"
Enter the name of the Service.
Enter description of that Service - optional.
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.
Select "SAVE" at the top right.