When creating your quote or invoice, there are a few ways to add items to your document, depending on how you would like your charges to appear to the customer.


You can easily add new items to your quote or invoice using the "Material" "Labor" or "Job" features located in the middle of your quote template. 

Read on to learn how to use each feature. 

The Job Feature

Use the "Job" feature to add services or jobs to your quote or invoice without itemizing the costs of your materials or labor on the quote. 

The "Job" feature will allow you to include multiple materials, services and labor charges, but only display one total price to the customer.

How to add a Job to your Quote or Invoice

Step 1: Click on the "Job" feature, then click on "edit the job"

Step 2: Edit your Job

Name the Job, add a description, and add materials or labor included in the job. 

💡 You can easily add Materials and Labor already saved to your Materials database.

Step 2: Select the Unit type or create your own!

For example, you might want to choose "service" as your unit type. 

💡 You can easily create your own custom Quantity Type by selecting "other" from the drop down menu! When you create a custom quantity type it will be saved for future use. 

Step 3: Price your Job

Once you've added all Materials and Labor, either click on the calculator to automatically sum your Job total, OR manually type in your desired total price in the box provided. 

Step 4: Don't forget to save your Job!

Once you save your Job, it will appear on your quote like this.

💡 Every time you add a new job, material or labor to your quote or invoice, they are automatically saved to your Materials database so you can easily use them on future documents! Just one of the ways Tolteck saves you time and hassle.

The Material Feature

Use the "Material" feature to add itemized materials or items to your quote or invoice. 

Step 1: Name your Material 

Step 2: Select the Quantity type and amount 

Select an existing Quantity type from the drop down menu (ex. U for Unit) or easily create your own custom Quantity Type by selecting "other" from the drop down menu! When you create a custom quantity type it will be saved for future use. 

Step 3: Type in the Price of your Material, and select the Tax % 

If no Tax is charged, simply select 0% from the Tax drop down menu.

Your Material will now appear on your quote or invoice like this

The Labor Feature

Use the "Labor" feature to add itemized Labor charges to your quote or invoice.

Step 1: Name your Labor 

Remember, when you add this Labor item it will be saved for future use! So it's best to standardize the name, such as "Hourly Labor Charge" so that you can easily use it on all of your future quotes and invoices.

Step 2: Select the Quantity type and amount 

Select an existing Quantity type from the drop down menu (ex. Hour or Day) or easily create your own custom Quantity Type by selecting "other" from the drop down menu! When you create a custom quantity type it will be saved for future use. 

Step 3: Type in the Price of your Labor charge, and select the Tax % 

If no Tax is charged, simply select 0% from the Tax drop down menu. Create your own custom Tax % by selecting "other". 

Your Labor will now appear on your quote or invoice like this.

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