Products & services catalog
Available on all current plans (Solo, Business and Team).
Stop retyping the same line items. The Products page is your price list: everything you sell, priced once, ready to drop onto invoices and proposals.
What goes in the catalog
Each entry has a Type that shapes the rest of the form:
| Type | For | Suggested units |
|---|---|---|
| Physical | Parts, materials, goods | each, lb, ft, sq ft, gal, box, case… |
| Labor | Billable work | hour, half-hour, day, flat |
| Service | Packaged offerings | each, hour, day, flat, session |
Plus Name (required), Category (free text like "Parts" or "Installation"), SKU / Code, Unit price (required), your Cost, the Unit, a Taxable flag and a Description.
The live margin preview
Enter both a price and a cost and the form shows your margin instantly — "Margin: $45.00 (45%)".
This is the most useful field on the page and the one most often left blank. Filling in cost turns the catalog from a convenience into a pricing tool: if a line's margin looks thin in the form, it will be thin on every invoice it ever lands on, multiplied by however many times you sell it. Finding that out while editing a price list is considerably cheaper than finding it out from a year-end profit and loss.
For labour, "cost" means what the hour actually costs you — the wage plus the overhead it carries — not zero because it is your own time.
Using the catalog on invoices
When you create an invoice, the line-item description field suggests matching catalog entries as you type, shown as Name · SKU — $Price. Picking one fills the description and unit price in a single keystroke.
The price is copied, not linked. Editing a product later never rewrites past invoices, and you can still adjust the price on any individual invoice line. That is deliberate: an invoice is a record of what you charged on a particular day, and a price list that reached back and rewrote history would make every past document unreliable. The trade-off is that a price rise takes effect on new documents only, which is almost always what you want.
Managing the list
- Active toggle — retire items you no longer sell without deleting their history; the "Show inactive" switch reveals them
- Filters — search by name, SKU or category, and filter by type
- Your catalog also powers the Top Products / Services report on the Business and Team plans — see revenue and receivables
Getting started without boiling the ocean
You do not need a complete catalog on day one. Add entries as you use them: the next time you type a description you have typed before, stop and make it a product. After a fortnight of that, the things you sell most often are all in there, which is where nearly all the benefit is.