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Your services price list

Your services price list contains the items that you regularly use when pricing quotes and invoices.

Saving your works items to your services list means they’re quickly available to add to your paperwork in the future.

Here’s what’s covered in services help:

An overview of your services price list

The items you add to your services price list could be:

  • An entire service (e.g. a plumber might add a ‘boiler service’ item)
  • Or a part of the work (e.g. a builder might add ‘creating foundations’, as part of a larger job)

You can add as much or as little detail to your service as you require. Details include:

  • Title of the work
  • Description of the work
  • Materials required, quantities and costs
  • Labour hours required and costs
  • Additional price for the work

Adding items to your services price list

You can add as many items to your services price list as you require.

Here’s how to add items:

  1. Visit Services price list from the settings menu (via the cogs at the top-right of your screen)
  2. Click the ‘Add to your price list‘ button


  1. Enter the details for your service:
    • Item title: enter a title describing the service
    • Item description: enter more details about what the service entails, or any other information you want to present to your customer about the work
    • Materials: Click ‘materials‘ to open the materials panel and enter the individual materials, quantity, and prices required to complete this service. You can add new materials or select materials that you’ve previously saved to your materials list.
    • Labour: Click ‘labour‘ to open the labour panel and enter the hours and hourly rate for labour required to complete this service. You can set new rates or labour or select from labour rates you’ve saved to your labour rates list.
    • Price: enter any additional price for this service.
    • Total: automatically totals materials + labour + price for this service.


  1. Click ‘Save this item

This service item will then be displayed in your services price list, and available for selection when populating your quotes and invoices.

More: Adding materials to your material list and adding labour to your labour rate list.

Managing items in your services price list

If you need to make changes to a service price, you can edit the service:

  1. Visit Services price list within the settings menu (the cogs at the top-right of your screen)
  2. Click the blue pencil icon next to the price list you want to update
  3. Update the details as required. You can click on the materials or labour prices to open those panels and make changes to the items, prices and quantities included in the service.
  4. Click Update this item to save your changes. Your updated service will now be available to use within your paperwork.


You can also remove services from your price list:

  1. Visit Services price list within the settings menu (the cogs at the top-right of your screen)
  2. Click the red trash can icon next to the price list you want to delete
  3. You will be asked if you’re sure you want to delete the service (it cannot be undone once deleted!), if you click OK, the service will be deleted from your services price list and no longer be available when creating or editing paperwork.

Adding items from your services list within paperwork

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.

Saving to your services list from within paperwork

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.

Last updated: 8th July 2015

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