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 you want to add items to
- Select the Finance tab
- Next to Job items, select
- Select Add new
- Create your item:
- Item name
- Unity price
- Unit cost
- Item type
- Item description
- Select Add to job
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.