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.

• Individual items 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

1. From the sidebar menu, select Price book
2. Select the Item groups tab
3. From the Items group tab, select Add new
4. Create your item group or flat rate item:
   
   
   1. Name
   2. Type: Choose Individual items or Flat rate
   3. Image
   4. Description
   5. Category (optional): Choose the category that this group belongs to
   6. Items
   7. Select Save

Adding item groups and flat rate items to jobs

After creating your item group or flat rate item, you will be able to add them directly to a job just like you would any other item. 

1. Open the job you want to add items to
2. Select the Items tab
3. Select Add item (from list or price book)
4. Add your item group or flat rate item

After adding a flat rate item to a job, you can expand the item to make specific, one-time modifications to its contents (i.e., updating the labor type, removing materials, etc.). This allows you to add or remove items and adjust their prices and costs.

What your clients will see