Products & Services

Add products, services, and custom product combinations to help manage project quantities, markups, and discounts.

Sarah Daniele avatar Dixie Willard avatar Taylor Smith avatar
12 articles in this collection
Written by Sarah Daniele, Dixie Willard, and Taylor Smith

Products & Services Overview

Add products, services, and custom product combinations to help manage project quantities, markups, and discounts.
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Written by Taylor Smith
Updated this week

Add a Product or Service to a Project

Add or create a Product or Service to a Project.
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Written by Taylor Smith
Updated over a week ago

Tags within Products & Services

Easily sort your products in a project to rooms, fixtures, order statuses, and more!
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Written by Taylor Smith
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.
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Written by Taylor Smith
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.
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Written by Taylor Smith
Updated over a week ago

How to delete a Product, Service, and Custom Product

Delete a Product, Service, or Custom Product from a Project.
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Written by Taylor Smith
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.
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Written by Taylor Smith
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.
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Written by Taylor Smith
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.
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Written by Taylor Smith
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!
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Written by Taylor Smith
Updated over a week ago

How to Create an FF&E Schedule

Set up schedules for lighting, plumbing, finishes, furniture, and more.
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Written by Dixie Willard
Updated over a week ago

Designer Pricing Sheet

See a detailed breakdown of your cost and profit.
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Written by Sarah Daniele
Updated over a week ago