In this article, you will learn how to create item groups for jobs, estimates, or invoices.

Items and services are reusable line items you create and store on your Workiz account to save yourself time when creating estimates or invoices, or updating a job. 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 an effective way to create detailed estimates and invoices you send to your customers. Workiz also allows you to create item groups to easily add several line items to a job, estimate, or invoice with just the push of a button.

This is an ideal solution for businesses who regularly perform jobs that consistently feature identical or similar items lists.


Tip: In order to create item groups, you will first need to create individual items and services. To learn more about creating items and services, please see this article.


Creating an item group

  1. From the navigation bar, select Settings > Settings

  2. Under Job Settings, select Items & Products

  3. Select the Item Groups tab

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

  5. Complete the New Item Group fields

    1. Group name: Enter a name for the item group you are creating

    2. Add an item: Choose the item you want to add to this item group

    3. Repeat Step 5b until you have added all of the items you want to include in this group

    4. Select Save

Adding an item group to a job, estimate, or invoice

Item groups will appear alongside individual items when adding items to a job, estimate, or invoice. To help you differentiate between items and item groups, item groups will feature a group icon.

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