In this article, you will learn how to create new line items and services using the Workiz mobile app.
Items and services are reusable line items you create and store on your Workiz account to save yourself time when creating estimates or invoices. You can add useful information like the item's name, cost, and the price you want to charge.
You can quickly create new items and services using the mobile app.
How to create new items and services
Open the job, estimate, or invoice you want to add items to
Follow the step that corresponds with what you opened in Step 1
Job: Select Finance > Job Items > Add item
Estimate or invoice: Select Items > Add item
Complete the Add item fields:
(Optional) Item image: Select the + icon to upload an image for this item using your device’s camera or image library
Item name: Enter a name for this item
Quantity: Enter the typical quantity you use for a job
Unit price: Enter the price you charge for this item
Unit cost: Enter the price you pay for this item
Type: Choose the type of item you are creating (e.g., product, service, other expense)
(Optional) Description: Enter a brief description of the item
Taxable: Determine whether this item is taxable and check the box accordingly
This item will be added to the job you are editing. It will also become available to be added to other jobs, estimates, and invoices across your account.
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