In this article, you will learn how to add items and services to jobs, estimates, and invoices.
Items and services are reusable line items you create and store on your Workiz account to save yourself time when creating jobs, estimates, and invoices. 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 and invoices 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
Open the job, estimate, or invoice you want to add items to
Follow the step that corresponds with what you opened in Step 1:
Job: Select Items > Add item
Estimate or invoice: Select Add item
Choose an item from the list of existing items and services
Adjust the quantity as desired and select Save
Repeat Steps 2–4 until you have added all of your desired items
Open the estimate you want to add items to
Select Add item
Choose an item from the list of existing items and services
Adjust the quantity as desired and select Save
Repeat Steps 3–4 until you’ve added all the items you want to include for this estimate
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.
Creating an invoice from job items
Now that you’ve added items to your job, you can create an invoice from this job to automatically copy the items to a new invoice.
From the job page, select Create Invoice
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