In this article, you will learn how to add items and services to estimates.
Items and services are reusable line items you create and store on your Workiz account to save yourself time when creating estimates. You can add useful information like the item's name, cost, and the price you want to charge.
Adding items and services in Workiz is a useful way to create detailed estimates you send to your customers. It provides a transparent breakdown of the services and products you are billing them for.
Estimate items can also easily be copied onto invoices or jobs once the estimate is approved.
How to add items and services to estimates
From the sidebar navigation, select Estimates
Select the estimate you want to add an item to
Select Add item
Choose an item from the list of existing items and services
Tip: To learn how to create a new item or service, please see this article.
Adjust the quantity as desired and select Save
Repeat Steps 4–5 until you’ve added all the items you want to include for this job
Copying estimate items to an invoice or job
If an estimate is approved by your client, you can copy the items from an estimate to create an invoice or a job.
From the estimate page, select Actions > Copy to invoice or Copy to job
Items from this estimate will automatically be copied over to the invoice or job.
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