Skip to help content

Settings

How to create reusable services

Create services or products that you can add faster to quotes, jobs, and invoices.

Updated

For: Owner, Admin

1. Open Services

  1. Go to Settings > Services.
  2. Review the saved services or products list.
  3. Use search and filters if you have many records.
Reusable services list

2. Add a service

  1. Click Add.
  2. Choose Type, enter Name, and add a description that is useful for the team.
  3. Use clear names such as Gutter cleaning, HVAC tune-up, or Exterior painting.
Form to add a reusable service

3. Confirm where it will be available

  1. Keep Available in quotes, jobs, and invoices enabled when you want to reuse it on documents.
  2. Turn it off only when the item should not appear in those flows.
  3. Click Save when you are ready to keep it.

States you may see

Service

Item that can be used as a service on documents and jobs.

Next step: Use it for labor or repeated services.

Available in quotes, jobs, and invoices

The item can be selected in those flows.

Next step: Keep it enabled when you want to reuse it.

Error

The service could not be saved.

Next step: Review name, type, and connection before trying again.