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 job types
Go to the top toolbar and click Settings
.In the side panel, click Operations > Job Types.
Select the job type you want to edit.
Click the Default Services tab.
Add the desired service items from your Pricebook.
Save your changes.
Book a new job using the updated job 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 Pricebook.