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Saving and adding service list items

Your services list contains all the work items you save and want to re-use later.

Selecting an item from your services list makes it much quicker for you to price up the work you do regularly.

A service list item can contain as much description, along with as many costings for materials and labour, as you need.

Saving items to your services list

To save a works item and re-use it later, enter as much detail as you need to your works item and click ‘Save to services‘.


This will save all your descriptions, along with costings for materials and labour to your services price list.

You can save as many items as you need to your services list.

Adding items from your services list

To add a saved service to your quote or invoice, click the ‘Add from services‘ button and select your required service from the list displayed.


Alternatively, start typing the name of your service into the item’s Title field, and any matching services will be displayed for you to select.


Clicking a service from your services list will fill out that work item with the service details and prices.

Managing your services list

Learn more about managing your services price list via settings.

Last updated: 8th July 2015

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