Documentation > Products
Products can easily be added to a Quote, Job or Invoice. If there is an item you are billing for regularly then add it to Settings > Products to save some time.
There is no inventory management with Products, it is simply a “shortcut” for adding popular items to Quotes, Jobs and Invoices.
Products can exist within a category, which makes grouping lots of products easy.
Products can be imported via CSV file from an existing system. See the import button on Settings > Products.
The “Product” dropdown should appear as you start typing a product name on a Quote, Job or Invoice. It will autocomplete from the popular products. Alternatively just click the little “down arrow” to view a fill list of available products (grouped by category).