How to create and edit products & services for invoice or estimate on the Back Office Dashboard?

The Products & Services feature in GuardsPro allows you to create and manage a predefined list of services that can be quickly added to invoices and estimates. This helps standardize your billing process, reduce manual data entry, and ensure consistency in pricing and service descriptions across your organization.
By setting up products and services in advance, you can generate invoices and estimates faster while maintaining accuracy and professionalism.

✅This guide will walk you through the steps to create and edit products & services for invoice or estimate on the Back Office Dashboard:

Adding New products & services

To add a new product & service, click on the Invoicer on the main menu and select products & services from the drop-down. Now, click on "+" to add New product & service.

On the next screen a side panel appears, simply enter the products & services name, description, and price. You can also add the tax rate applicable to the products or services, or add new tax and hit save. A new products & services has been added to the list, which you can select while creating an estimate or invoice. 

Editing An Product & Services

After you've added an products & services to the GuardsPro Invoicer, you can make changes to the products & services name, description, as well as price, if required.

From the list of the products & services, click on the three dots on the particular entry to be edited, and select Edit. 

On the side panel, make the required changes and click submit. Your changes are now saved. It’s that easy. 

If you have any more questions, please feel free to contact our support team anytime.