Build your products & services list
Save the work you do most with cost, markup and photos.
What it is
Your item list is the work and materials you sell most, with cost and price. Building it once makes every estimate faster and keeps prices consistent.
1 Add an item
- Open Items → New item.
- Choose the type (Service, Product, Material, Labor) and enter the name and description.
- Enter the Unit cost and Markup % — or type the Unit price and the markup is calculated.
- Add a photo, the tax and Save.
2 Use it
- In an estimate or invoice, click Item list on a line and pick the item.
Mark extras as optional so they're always added as upgrades.
Common questions
Can I import my items?
Yes, from Joist (Settings → Import from Joist).
Related guides
Didn't find what you need?
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