Workiz

In this article, you will learn how to use flat rate pricing to simplify your sales process. 

Workiz allows you to create individual items and item groups that can be used on estimates and invoices. Those groups can be presented in two different ways to your clients: as individual items or as a flat rate item. 

Standard item group: Items can be added with a single click, but will appear as individual items on estimates and invoices.

Flat rate item: Items can be added with a single click, but will appear as a single line item on an estimate or invoice.

- Standard item group: Items can be added with a single click, but will appear as individual items on estimates and invoices.
 
- Flat rate item: Items can be added with a single click, but will appear as a single line item on an estimate or invoice.

Creating item groups and flat rate items

From the navigation bar, select Settings &gt; Settings

Under Job settings, select Items &amp; products

From the Items group tab, select Add new

1. Name
2. Type: Choose Individual items or Flat rate
3. Image
4. Description
5. (Optional) Category
6. Items
7. Select Save

1. From the navigation bar, select Settings &gt; Settings
 
2. Under Job settings, select Items &amp; products 
 
 
3. Select the Item groups tab
 
4. From the Items group tab, select Add new
 
5. Complete the required fields:
 
 1. Name
 2. Type: Choose Individual items or Flat rate
 3. Image
 4. Description
 5. (Optional) Category
 6. Items
 7. Select Save

Note: Images, names, and descriptions will only appear on estimates and invoices when creating flat rate items.

Need more help? See related articles below:

<a href="https://help.workiz.com/en/articles/1994748-how-to-create-items-and-services">How to create items and products</a>

<a href="https://help.workiz.com/en/articles/7053981-making-bulk-changes-to-multiple-items-at-once">Making bulk changes to multiple items at once</a>

<a href="https://help.workiz.com/en/articles/3382290-creating-custom-fields-for-items-and-services">Creating custom fields for items and services </a>

- <a href="https://help.workiz.com/en/articles/1994748-how-to-create-items-and-services">How to create items and products</a>
- <a href="https://help.workiz.com/en/articles/7053981-making-bulk-changes-to-multiple-items-at-once">Making bulk changes to multiple items at once</a>
- <a href="https://help.workiz.com/en/articles/3382290-creating-custom-fields-for-items-and-services">Creating custom fields for items and services </a>

Group type	Description	Example
Standard	Clients will see every line item included in the group
Flat rate	Clients will only see the single flat rate item that represents the entire group. They will have visibility of the image, name, and description you entered when creating the group.

Creating item groups and flat rate items

What your clients will see