Company Settings

Services and Products List

Services and Products List

The services and products list allows you to enter and save the services and products your company offers.

To get to the service and products list, go to the Settings Gear > Settings > Services & Products from the sub menu. 

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Adding, editing, and deleting services and products

To add a product, click the '+ Add a Service' button. 

You can then select the item type, name the item, enter a default description, enter a default price, and select if it is non-taxable. 

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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 services and products.

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

You can also add a service or product to your list, when working on a quote, job or invoice by typing in a new Service & Product that is not yet in your list. The system will then prompt you to 'Add a New Work Item' to the Services & Products List.

If you do not want it part of your list, you can keep it as a custom line item. 

 

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Importing Services and Products

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

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