Create a New Service

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.