What you'll do
Create the items you sell so every quote, job, and invoice uses the same names and prices. A service is work your crew performs; a product is a physical item you sell. If QuickBooks is connected, eligible items sync automatically.
Quick start from the setup guide
- 1
Open Your services in the setup guide
Suggested for your industry shows names such as Landscape Maintenance, Mulch Installation, Seasonal Cleanup. Click one to add it, set the price, and save.
- 2
Add custom service
Type your own name and default customer price.
- 3
Continue with saved services
Use this when your list is already in place, for example after a QuickBooks or CSV import.
Full editor: Settings → Products & Services
- 1
Open Settings → Products & Services and press + Add Item
The list shows Name, Description, Type, and Price for every item, with edit and delete actions on each row.
- 2
Basics
Type (Product or Service), Name (shown on quotes, invoices, and QuickBooks), and an optional Description that appears under the item name.
- 3
Default Pricing
Customer price is the default quote price. Estimated internal cost is optional and feeds job profitability. Advanced pricing calculator helps you back into a price from cost and margin. Tick Tax-exempt for items that should never be taxed; it overrides the quote-level tax rate for that line.
- 4
Equipment & tools
Link tracked equipment from Settings → Equipment & Assets so the dispatcher can see availability, and add free-text notes for things you do not track (blowers, rakes, goggles).
- 5
Field work instructions
Prep guidance (what crew do before starting), Closeout instructions (before leaving), Required photos (a count that blocks closeout until met), and a Photo prompt telling the crew what to shoot.
- 6
Job checklist and Training & SOPs
Add step builds a reusable checklist crews tick off in the field; steps marked required block closeout until done. Training modules from Settings → Training & Team can be linked so they surface on jobs that use this item.
- 7
Save item
The item is now available in the quote builder, the job wizard, and the invoice builder.
Keep the list short at first
Five to fifteen well-named items cover most businesses. You can always override price, quantity, and description on an individual quote without touching the price book.
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