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How to Add Items to Your Product Catalog

 

Adding new products or labor items to your catalog ensures you can include all necessary materials and services in your estimates.

Accessing the Product Catalog
  1. Go to Settings
  2. Click Products
  3. Select Product Catalog
  4. View your list of organized folders
Understanding Folder Organization

Folders help organize and group related products, making them easier to find when creating estimates. Common folder types include materials, labor, and specific manufacturer groupings.

Adding a New Product
  1. Click on the folder name where you want to add the item (like "Labor")
  2. A popup window appears with several options
  3. Select "Create New Product" from the available choices
  4. Enter the product details (such as "Cricket installation" for labor items)
  5. Click Save to add the item to your catalog
Alternative Options

The popup window also provides options to:

  • Edit the folder name if needed
  • Create a new folder for different product groupings
Benefits

Adding items to your catalog ensures comprehensive estimating capabilities. Whether you need specialty labor items, new materials, or services specific to certain projects, having them in your catalog makes them available for all future estimates.