Products & Services

The Products & Services feature in BluePro allows you to create, manage, and reuse standard offerings across Invoices, Jobs, and Quotes. You can also create custom items when needed

Adding Line Items

When editing a job, quote, or invoice:

  1. Navigate to the Products & Services section
  2. Click + Line Item
  3. Choose from:
    • Existing Services from your service catalog
    • Custom Line Items that you define on the spot

Each line item includes:

Discounts, Taxes, and Deposits

You can apply additional pricing adjustments:

These fields appear automatically and can be used as needed.

Supporting Elements

For more complex or styled documents, you can insert:

These elements are optional but enhance clarity for the customer.

Service Updates and Draft Syncing

When using an existing service:

This ensures your records remain accurate while allowing flexibility.

Best Practices