In this article, you will learn how to create new items and services that can be added to jobs, estimates, and invoices in Workiz.
Items and services are reusable line items you create and store on your Workiz account to save yourself time when creating estimates or invoices. You can add useful information like the item's name, cost, and the price you want to charge.
These items can be added to jobs, estimates, and invoices to provide a transparent breakdown of the services and products you are billing them for.
Creating a new item or service
From the navigation bar, select Settings > Settings
Under Job Settings, select Items & Products
From the Items & Products page, select Add new
Complete the Add Job Items fields:
Title: Enter the name of your item
Price: Enter the amount of money you will charge your client for this item
Unit cost: Enter the amount of money you pay for this item
Parent category: Choose the parent category that this item belongs to
Item type: Choose the type of item you are creating
Description: Enter a brief description of this item as desired
Inventory: Decide whether this item is inventory-managed or not
Taxable: Decide whether this item is taxable or not
Booking: Decide whether you want to make this item available in your booking portal
Adding items to jobs, invoices, and estimates
To learn how to add items and services to jobs, estimates, and invoices, please see this article.
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