Catalog and templates
Templates, services, products, and inventory
Save products, services, inventory, and reusable invoice templates so common jobs do not become repetitive admin.
- Reusable templates
- Services and products
- Inventory quantities
- Tax-ready line items
Your day, with fewer steps
Move from first action to follow-up without rebuilding the record.
Begin with context, do the work, and leave the record ready for what comes next.
Templates
Reusable work without generic invoices
Templates are repeatable blocks of line items. They keep common services fast while letting each invoice stay specific to the customer.
- Service packages
- Saved line items
- Inventory-backed products
- Tax category defaults
Reusable operations
Repeat the service without losing control of what the service consumes.
Templates keep repeat work consistent. Supplier and purchase-order records keep expected materials, receipts, status, and spend visible beside that work.
For repeat services, packages, parts, and materials
What stays close
The useful details remain part of the record.
- Reusable templates
- Services and products
- Inventory quantities
- Tax-ready line items
Questions about this feature
Direct answers before you add this process to the day.
How many templates can I save?
Individual includes five reusable templates. Pro and PyME include unlimited templates.
Catalog and templates
Ready to bring this work into one place?
Open your business account and keep this feature connected to the rest of the service day.