Adding Items & Services


1. To add the items and services you offer, on the left menu, click “Resources”, then click “Items & Services”

 


2. This screen will show you a list of all of the items & services you have. From here, click the “Add New Items & Services” button near the top right of your screen.

 


3. Now choose if this is an item, service, etc. Choose a category for it. Enter a name for this item or service. Enter the default quantity and a unit such as per hour, per sq. yard, etc. and a cost.
Now enter a tax rate for this if it is taxable.

* Any rate you enter here will be overridden by a tax rate set on the property screen. This is so you can set tax rates based on a property location.

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