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. 

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.

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.

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. 

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. 

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.

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

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. 

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

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.

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. 

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.