Products Module Overview

The Products Module is a list of products and services your business sells to customers.

Products can be uploaded via spreadsheet or entered manually.

Products are used to build Quotes and Invoices.

Depending on the type of Quotes and Invoices you typically send, Products can be as specific or general as you like. In some cases, clients prefer to be extremely specific with Products and list every product or service type offered. In other cases, clients prefer to have general Products like "Labor" or "Parts," then be specific in the Description box.

It's easy to add new Products if they aren't in the CRM before you begin generating the Quote or Invoice.

Products, Quotes, and Invoices are highly customizable, and they all work together to build the system that is perfect for your business.

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