Company Settings

Products & Services List

This area of your Jobber account allows you to enter and save a list of the products and services your company offers.

To get to this list, go to the Gear icon > Settings > Products & Services

 

Adding, editing, and deleting products and services

Click the + Add Service button.

You can then select the item type (service or product), name the item, enter a default description, enter a default price, and select if it is exempt from tax. 

To Edit or Delete an item once it is made, click on the item in the list. You can then edit or delete the item in the prompt box that comes up. 

Note: If you are syncing with QuickBooks or Xero, the item will need to be edited in Quickbooks or Xero as these programs are dominant for products and services.

You can make a default unit cost for an item negative. This is useful if you want to create a credit or discount.

 

Adding a product or service when working on a quote, job, or invoice

You can also add a product or service to your list when working on a quote, job, or invoice, by typing in a new name that is not yet in your list. The system will then prompt you to 'Add to Products & Services' so that it can be used again in the future. 

To keep the new item a custom item that isn't saved in your list, simply continue to enter in the name, description, quantity, and cost, without clicking 'Add to Products & Services'.

 

 

Importing Products & Services

You can also import a list of products and services into Jobber via .csv. Learn more about Importing Products & Services

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