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Products and Services Builder (Complete Guide)

Stephen O'Hara avatar
Written by Stephen O'Hara
Updated over 10 months ago

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.

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