The Products and Services builder has many options and functions to meet your company's needs. Once Products/Services are created, you can then add them to your estimates and jobs through the 'Add Line Item' button.

Whether you need a simple service line item, or a retail/rental product that tracks available inventory quantities, creating and managing your line items is simple.

Please see the related articles below that guide you through the creating products/services and some of the advanced options that can be enabled. NOTE: The products builder is a permission-controlled feature. Not all users have access to the products builder page or the ability to create products.

If you have any questions about products and services, please send us a chat.