In this article, you will learn how to add items and services to jobs in Workiz.
Items and services are reusable items you create and store on your Workiz account to save yourself time when 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 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.
While Workiz allows you to add items and services to estimates and invoices, you can also add items and services directly to a job. This is a great option for on-demand businesses that don’t use estimates and prefer to simply bill out their charges directly through an invoice once the job is complete.
Adding items and services to a job
From the sidebar menu, select Jobs
Select the job you want to add items to
Select the Items tab
Select Add Items
Choose an item from the list of existing items and services
Adjust the Quantity as desired and select Save
Repeat Steps 5-6 until you’ve added all the items you want to include for this job
Creating an invoice from a job with 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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