Setting up items and services that are frequently used in quotations and jobs couldn't be simpler. 

Navigate to the 'Settings' menu, select the 'Work' tab and click on 'Saved Cost Items':

Adding a new cost item

By clicking the 'Add New' button you will launch a pop-up window:

In the pop-up window, you can give your cost item a short description using the 'Name' field and a more detailed description in the 'Description' field. 

Select the applicable tax rate to be applied to this service from the drop down menu (tax rates are defined elsewhere in the settings - see 'How to Add a New Tax Rate').

You can also assign custom, predefined account code.

The unit type can be selected as a 'Fixed Price' service or a 'Per Hour' service with the price per unit (or hour) being defined in the top right field:

Clicking 'Save' will update the system with your changes.

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