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.

Tip: The items and services created in this article are only designed to be added to jobs, invoices, and estimates. You will not be able to track stock levels for these items. To create items that can be tracked using the inventory add-on, please see this article.

Creating a new item or service

  1. From the navigation bar, select Settings > Settings

  2. Under Job Settings, select Items & Products

  3. From the Items & Products page, select Add new

  4. Complete the Add Job Items fields:

    1. Title: Enter the name of your item

    2. Price: Enter the amount of money you will charge your client for this item

    3. Unit cost: Enter the amount of money you pay for this item

    4. Service: Choose the type of item you are creating

    5. Item description: Enter a brief description of this item as desired

    6. Taxable item: Choose whether this item is taxable or not

    7. Select Save

Adding items to jobs, invoices, and estimates

To learn how to add items and services to jobs, estimates, and invoices, please select the relevant article from the following list:

Need more help? See related articles below:

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