Creating and Managing Products and Service Items in ContractApp

Description: From your dashboard, locate the Products/Services tab, which provides a centralized hub for managing all items.

Purpose: This section allows you to maintain and organize your product and service offerings, ensuring the catalog is up-to-date. Efficient navigation to this area is critical for smooth operational workflows.

The support team can help with the mass upload of products and services.

Action: Find and click the button labeled “Create a new one here”. This initiates the process of adding a new item.

Why It Matters: Direct access to item creation ensures you can promptly respond to changes in your product lineup, helping to maintain a competitive edge.

Task: Provide a clear, succinct title. For example: “7' Single Pocket Door Installation”.

Key Tip: A descriptive title facilitates easy identification for internal teams and customers, helping reduce errors when searching for specific services.

Details: Include a comprehensive description of what the product or service entails. Example: “This service includes the installation of a pre-machined 7' pocket door, with all necessary adjustments and finishing.”

Why It’s Important: A detailed description sets clear expectations for both clients and internal staff, minimizing potential misunderstandings.

Input: Add the price based on your pricing strategy. If applicable, include details on discounts or tiered pricing.

Best Practice: Ensure the pricing reflects your current business model, considering factors like market trends, cost analysis, and competitive pricing.

Task: Select the appropriate category from a dropdown list.

Benefits: Categorization improves catalog navigation, helping users quickly locate related products or services.

Action: If no existing category is suitable, select “Create category” to define a new group.

Example Use Case: A business introducing a new product line can create categories to streamline its management.

Customization: Assign a unique color to the category. This visual differentiation can help users quickly identify and select categories.

Pro Tip: Use consistent color-coding aligned with your branding or industry standards.

Input: Enter a descriptive category name, such as “Finished Carpenter Services”.

Why It Matters: A clear category name ensures items are easily identifiable, facilitating streamlined catalog navigation.

Confirmation: Click Save to add the new category.

Tip: Review category details before saving to avoid future corrections, which could disrupt workflows.

Action: Once all fields are complete, click Save. This finalizes the addition of the item to your catalog.

Impact: Ensures accurate and reliable data storage, which is essential for generating sales reports and managing inventories.

Process: To add another item, select “Create new item” and repeat the process.

Efficiency Tip: Use templates or standardized descriptions for recurring services to save time while ensuring consistency.

Input: Example: “5'' MDF Baseboard Installation”.

Why This Helps: Clear titles reduce time spent searching for specific products, improving productivity for sales and operations teams.

Details: Include all pertinent information about the product/service, such as “Installation of 5-1/4'' MDF baseboards, ensuring precise cuts and seamless joints.”

Value: Detailed descriptions clarify what the client is purchasing and help set service expectations.

Task: Input the appropriate price and specify any additional fees, discounts, or offers.

Pro Tip: Regularly review prices to ensure competitiveness while maintaining profitability.

Selection: Choose an existing category or create a new one to classify the item properly.

Purpose: Organized categorization helps avoid confusion, especially in extensive product catalogs.

Action: Click Save to confirm the item’s details.

Critical Step: Ensures all data, from title to category, is securely stored in the system.

Description: If adding multiple items, utilize the bulk upload feature to streamline the process.

Efficiency Gain: Ideal for scenarios like catalog overhauls or initial system setup. Ensure data is formatted correctly for upload.

Contact our support team for this option.

Recommendation: Periodically review and update your catalog to ensure items are current, descriptions are accurate, and prices reflect market conditions.

Outcome: Keeps your catalog optimized for both user experience and operational accuracy.