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How to use services in quotes and invoices

Learn how saved services help fill quote and invoice line items with consistent names.

Updated

For: Owner, Admin

1. Prepare the service

  1. Go to Settings > Services.
  2. Confirm the service exists in the list.
  3. When creating or editing it, review that it is available for quotes, jobs, and invoices.
Saved reusable services

2. Confirm availability

  1. Available in quotes, jobs, and invoices controls where the item can be selected.
  2. Use it for repeated services such as roofing, gutter cleaning, HVAC, or pressure washing.
  3. Save the change only when you want to keep it.
Service availability option

3. Use it in a quote

  1. In the Services section of a quote, add a line item.
  2. The service name helps keep descriptions and prices more consistent.
  3. Adjust quantity, price, tax, or discount based on the job.
Services used in a quote

4. Use it in an invoice

  1. On an invoice, add services or products to the detail.
  2. Use saved services so you do not type the same items from scratch.
  3. Review subtotal, tax, and total before sending or collecting.
Services used in an invoice

States you may see

Available

The service can be selected on documents and jobs.

Next step: Keep it on for frequent services.

Service

Reusable work or labor item.

Next step: Use it for items you sell often.

Product

Reusable material or product item when your catalog needs it.

Next step: Use it when selling materials or parts.