Using Item Groups

Got a few services or products that always go together?

With Workiz, now there’s no reason to have to manually add them to your estimate or invoice, over and over again. Now, you can now group items together for re-use in other invoices or estimates.

Just save them as a group in Workiz, and we’ll do the rest.

Here’s how…

How to Set Up and Use Item Groups

  1. Log into Workiz.
  2. From the left-hand navigation bar, select Jobs.
  3. Click the job you wish to modify.
  4. Click the Finance tab.
  5. To group all items in your invoice, click the file-cabinet icon.

5. The Save as item group screen appears. Enter a name for your item group and click Save when you’re satisfied.

6. You’ll now see a “Success, Item Group Created” message at the top of your screen.

7. Your item group is now added into Workiz and you can add it to future invoices, estimates and more.

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