Problem
Manual entry of line items for each invoice is time-consuming and prone to errors.
Solution
Follow the steps below to solve the issue.
Note: Depending on your account's configuration, you might see one or more of the following:
Items and Pricing instead of Pricebook.
Customer instead of Homeowner.
Procurement instead of Inventory.
The names are different, but everything works the same way. For more, see Commercial Personalization Platform - FAQ.
Set up work order types
Go to the top toolbar and click Settings
.In the side panel, click Operations > Work Order Types.
Select the work order type you want to edit.
Click the Default Services tab.
Add the desired service items from your Items and Pricing.
Save your changes.
Create a new work order using the updated work order type.
Verify that the default items appear on the invoice.
Add more items to the invoice if needed.
Note: If you need to add materials, you can link materials to the task in your Items and Pricing.