When you send an invoice or estimate with Workiz, your items/services/products will be displayed on the document. You can create and update these line items to save you time in the future.

How Can You Add a New Items From an Invoice/Estimate?

  1. Within an invoice or estimate, you can click "Add Item".

2. Click inside the "Item Name" field. A list of items that you've previously used will drop down and allow you to search for the right one.

3. If you want to add a new item just type it in and click 'enter'. Then, you'll be able to fill in all the item details and use them in your invoice. This will save as an existing item for future jobs/invoices/estimates.

Need more help? See the related articles below:

Managing Items, Products, and Services in Workiz

Creating an Invoice

Sending an Invoice and Requesting a Payment

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