Items, products and services are preconfigured items which can be added to your jobs, invoices and estimates within Workiz.

In this how to you will learn how to:

  1. Add a New Item, Product or Service to Your Product List in Workiz
  2. Add Your Newly Created Item, Product or Service to an Existing Job
  3. Add a New Item From Directly Within an Invoice



How to Add a New Item, Product or Service to Your Product List in Workiz

1. Log in to Workiz
2. From the top-hand navigation bar, click the Settings cogwheel.
3. From the drop-down, select Settings.
The Settings page opens.
4. Under the Job Settings section, select Items & Products.

5. From the Items & Products List, select Add New.
The Add New Item page opens.
6. Select the type of item you are adding, from the Item Type dropdown
   -Service
   -Product
   -Other expense

7. Add a name for your product / service / other expense in the Title field.
8. Enter the price for this product / service / other expense in the Price Field.
9. The Taxable Item? field is automatically set to Yes. To turn this off, click the toggle to turn it to No.

10. Enter the Unit cost to the Unit Cost field.
11. Enter a description in the Item description field.
12. Enter a Part Serial # in the Part Serial # field.
(Note: All of these items can be changed once they are added to the relevant job, estimate or invoice.)
13. Press Save to save all changes made.
14. The new item / product / service you have added is now added to your Items & Products list.


How to Add Your Newly Created Item, Product or Service to an Existing Job

Once you’ve added a new item, product or service to your Workiz field service management app, you can now add it to a specific job, estimate or invoice.

1. Log in to Workiz.
2. From the left-hand navigation bar, select Schedule.
A calendar view of your jobs will open.
3. Select a job.
4. From the Job description popup, click View Job.

The relevant job opens in a new screen.
5. Click the Finance tab.
6. Select Add Item.

The Add Job Items window pops up.
7. From the Item Name search bar, search for the product / item / service that you have just added to Workiz.

8. Review your item’s Quantity, Unit Price, Unit Cost and Item Description.

Note: You can change any of your item’s details for this specific job.
9. Click Save.
The item has now been added to your job and appears as an Item under Job Items.



How to Add a New Item From Directly Within an Invoice

You can also opt to add new items, services and products from directly within an invoice, estimate or job. Doing so will also add this to your Items & Products List in Workiz.

Here's How:

1. Log in to Workiz.
2. From the left-hand navigation bar, select Schedule.
A calendar view of your jobs will open.
3. Select a job.
4. From the Job description popup, click View Job.

The relevant job opens in a new screen.
5. Click the Finance tab.
6. Select Add Item.

The Add Job Items window pops up.
7. From the Item Name search bar add a new product / item / service.
8. Click Create New.

9. Add your item’s Quantity, Unit Price, Unit Cost and Item Description.
Note: The Taxable Item? field is automatically set to No. To turn this on, click the toggle to turn it to Yes.
10. Click Save.

11. The new item is now added to your Invoice.

The item also appears in your Items & Products List, viewable under Items and Products, and can also be added to other jobs, invoices and estimates.

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