Products & Services Overview
Add products, services, and custom product combinations to help manage project quantities, markups, and discounts.
Written by Paxton Willard
Updated over a week ago
Updated over a week ago
Add a Product or Service to a Project
Add or create a Product or Service to a Project.
Written by Paxton Willard
Updated over a week ago
Updated over a week ago
Add a Custom Product to a Project
Create Custom Grouped Products to add all the elements of Custom Products under one custom piece.
Written by Paxton Willard
Updated over a week ago
Updated over a week ago
Tags within Products & Services
Easily sort your products in a project to rooms, fixtures, order statuses, and more!
Written by Paxton Willard
Updated over a week ago
Updated over a week ago
How to edit a Product, Service, and Custom Product
Edit the information, quantity, price, and notes on Products, Services, and Custom Products within a Project.
Written by Paxton Willard
Updated over a week ago
Updated over a week ago
Adding Price Modifiers to a Product, Service, or Custom Product
Add a designer discount, a client markup, or a client discount to your Products, Services, and Custom Products in a Project.
Written by Paxton Willard
Updated over a week ago
Updated over a week ago
How to add shipping to a Product or Custom Product
Add shipping costs directly onto a Product in a Project.
Written by Paxton Willard
Updated over a week ago
Updated over a week ago
How to delete a Product, Service, and Custom Product
Delete a Product, Service, or Custom Product from a Project.
Written by Paxton Willard
Updated over a week ago
Updated over a week ago
Locking Products, Services, and Custom Products
Lock in your pricing of Products, Services, and Custom Products for a particular project after purchase.
Written by Paxton Willard
Updated over a week ago
Updated over a week ago
Products & Services Likes and Dislikes
Allow clients to communicate on a product by product basis which items they like or dislike before creating a Proposal!
Written by Paxton Willard
Updated over a week ago
Updated over a week ago
How to Create an FF&E Schedule
Set up schedules for lighting, plumbing, finishes, furniture, and more.
Written by Dixie Willard
Updated over a week ago
Updated over a week ago
Designer Pricing Sheet
See a detailed breakdown of your cost and profit.
Written by Sarah Daniele
Updated over a week ago
Updated over a week ago
How to Create Spec Sheets
Set up custom spec sheets for your project
Written by Dixie Willard
Updated over a week ago
Updated over a week ago