How to Add or Edit Materials & Services

To add a new Material or Service, navigate to the Materials & Services section in Settings. 

Here you will see any Materials & Services already added. To add a new one, click + New Item at the top of the screen. 

On this screen, you have the option to add either a new Service or Material. We will go over each one individually.

How to Add a Service Item

After selecting Service as the category, give this item a Name and Description. Next, select the Service Type from the dropdown. To learn how to add Materials & Service Types, click here. 

Next, enter the Unit Cost, Price, and whether this new item is Active and Taxable. 

You also have the ability to add Price Levels for this item. Price Levels are a way of altering the price of the Material or Service. For example, if we add Level 1 - $350, and Level 2 - $400, these can be applied to this item on the proposal to change its price. 

Note: Price Levels are not visible to the customer. They only appear to the backend user when creating the proposal. 

After saving your new Material or Service item, it will appear in the Materials & Services listing screen.

Adding a Material

The process for adding a new Material is similar to adding a Service. After clicking Category: Material, the list of Material Types will be adjusted depending on what was created in the backend. 

The fields Manufacturer, Model Number, and Part Number appear as well, and are unique to Materials. 

Once satisfied with your selections, click Create and this new Material will be saved.