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
From the navigation bar, select Settings > Settings
Under Job Settings, select Items & Products
Select the Item Groups tab
From the Items & Products page, select Add new
Complete the New Item Group fields
Group name: Enter a name for the item group you are creating
Add an item: Choose the item you want to add to this item group
Repeat Step 5b until you have added all of the items you want to include in this group
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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