01
Catalog search
Look up products by name, SKU or barcode. Use categories and stock filters to narrow the list.
Products & Services
Your catalog. Ready for the next job.
Keep product codes, prices, vendor costs and stock quantities in a shared catalog. Use catalog items on estimates and work orders so your team can quote from the same records.
Free 14-day trial with full Team features. No credit card required.YOUR CATALOG
Everything in its place.
All itemsProductsServicesPackages
Water pumpPART · 001
12on hand
Air filterPART · 002
8on hand
SealantPART · 003
24on hand
Catalog → Work order → Invoice
Catalog search
Category organization
Vendor cost comparison
Built for the work
Find, price and track products.
02
Category organization
Group related products and services in categories and subcategories so the catalog is easier to browse.
03
Vendor cost comparison
Store vendor costs against a product and compare the recorded prices when planning a purchase.
04
Bin locations
Record a shelf, bin or other storage location with the product so your team knows where to look.
05
Stock tracking
Track quantities for physical products. Inventory-linked work order parts update stock when saved; service items do not require a stock count.
06
CSV import
Map spreadsheet columns to catalog fields and review validation results before importing your records.
In your working day
Build a catalog your team can use
Before quoting a replacement part, find its catalog record, check stock and review the price. Use that same inventory-linked item on the service job so parts usage can be reconciled with the work order.
Build the catalog
Add products and services individually or import a CSV. Review the mapped fields before saving imported items.
Record price and location
Set the selling price and cost, choose a category, and record a bin location for physical products.
Use products on jobs
Select catalog items for estimates and work orders. Saving tracked, inventory-linked work order parts adjusts stock quantities.
Review stock before ordering
Compare quantities on hand with product reorder points. Use the low-stock filter to find items that need attention.