Table of Contents
Overview
You will want to add Items and Services to your account before scheduling visits with your clients. These are the Items and Services that you offer your clients and what you will use to invoice.
Add a New Item or Service
To add an item or service to LawnPro, from the lefthand menu click “Resources” then click “Items & Services“
To enter a new Item or Service manually, click the green, “New Item or Service” button.
You will see you can add a New Item or Service or Import Items and Services.
First, choose the “Type” which can be service, item, labor, or other.
Fill out the name of the new item or service. This will show up on the invoice.
You can also add an optional description here.
This description will show on an invoice, however you can edit and remove the description on the invoice.
Next choose the category for the new Item/Service.
If you want to add a new Category, click the “+” beside the category dropdown.
Name the new Category, add a description (optional) and click the green “Save Category” button.
Then you will enter the quantity, unit of measurement, and cost, and markup for this new Item/Service.
You can also set the budged hours if this is a service.
Under options, you have the ability to mark if the item or service is taxable or non taxable.
You can also choose to add this item or service to all future invoices. (example would be a fuel surcharge)
Notes:
- This will not add it to any old or existing invoices.
- The new item will also not show on the visit. It will only appear once you create the invoice. This is intended for things such as fuel surcharge.
Last, you can you add a task list for this item or service. This will appear on work orders that have this item or service. This can be edited at any time.
Click the green “Save Item & Service” button to save.
Importing Items and Services
If you have a CSV file of your items and services, you can import them instead of adding them all manually.
To start the import process, click the green “+ Items & Services” button and select “Import Items and Services”
You can also import Items and Services by going to your settings gear icon at the top right of any screen and then click “Import Customer, Assets, Expenses, and Items & Services.”
Then click “Import Items & Services“
Both ways take you to this screen where you will click the green “Click to Select File to Import” button.
Edit an Existing Item or Service
If you have an existing Item/Service but need to make changes to it or want to add it to all future invoices, you will go to the Resource Tab>Items & Services.
Once on the Items & Services page, find the item or service you would like to edit and click the pencil button.
The first option you will see is the option to “Duplicate”
This will save you time because it allows you to copy the Service or Item and create a new one with a different price.
If you just want to edit the current item or service, you can edit the Main Info including the type, category, name, and select/unselect to have this item or service appear on all future invoices.
Notes:
- This will not add it to any old or existing invoices.
- The new item will also not show on the visit. It will only appear once you create the invoice. This is intended for things such as fuel surcharge.
You can bulk edit the pricing of your items and services.
Here you can edit the tax rates and change the taxable status.
You can edit the quantity, unit, price, budgeted hours, your cost, and your markup.
Last, you can add/edit a description and add or edit the check list for this item/service.
