Contractapp

<ul><li>Description: From your dashboard, locate the Products/Services tab, which provides a centralized hub for managing all items.</li><li>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.</li><li>The support team can help with the mass upload of products and services.</li></ul>

Access the Products/Services Section

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

Custom Step Color

Click on Create a new one here

<ul><li>Task: Provide a clear, succinct title. For example: “7' Single Pocket Door Installation”.</li><li>Key Tip: A descriptive title facilitates easy identification for internal teams and customers, helping reduce errors when searching for specific services.</li></ul>

Enter the Product/Service Title

<ul><li>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.”</li><li>Why It’s Important: A detailed description sets clear expectations for both clients and internal staff, minimizing potential misunderstandings.</li></ul>

Add a Product/Service Description

<ul><li>Input: Add the price based on your pricing strategy. If applicable, include details on discounts or tiered pricing.</li><li>Best Practice: Ensure the pricing reflects your current business model, considering factors like market trends, cost analysis, and competitive pricing.</li></ul>

Set the Product/Service Price

<ul><li>Task: Select the appropriate category from a dropdown list.</li><li>Benefits: Categorization improves catalog navigation, helping users quickly locate related products or services.</li></ul>

Choose an Existing Category

<ul><li>Action: If no existing category is suitable, select “Create category” to define a new group.</li><li>Example Use Case: A business introducing a new product line can create categories to streamline its management.</li></ul>

Create a New Category (Optional)

<ul><li>Customization: Assign a unique color to the category. This visual differentiation can help users quickly identify and select categories.</li><li>Pro Tip: Use consistent color-coding aligned with your branding or industry standards.</li></ul>

Customize Category Appearance

<ul><li>Input: Enter a descriptive category name, such as “Finished Carpenter Services”.</li><li>Why It Matters: A clear category name ensures items are easily identifiable, facilitating streamlined catalog navigation.</li></ul>

Name the New Category

<ul><li>Confirmation: Click Save to add the new category.</li><li>Tip: Review category details before saving to avoid future corrections, which could disrupt workflows.</li></ul>

Save the New Category

<ul><li>Action: Once all fields are complete, click Save. This finalizes the addition of the item to your catalog.</li><li>Impact: Ensures accurate and reliable data storage, which is essential for generating sales reports and managing inventories.</li></ul>

Save the Product or Service

<ul><li>Process: To add another item, select “Create new item” and repeat the process.</li><li>Efficiency Tip: Use templates or standardized descriptions for recurring services to save time while ensuring consistency.</li></ul>

Add Additional Items

<ul><li>Input: Example: “5'' MDF Baseboard Installation”.</li><li>Why This Helps: Clear titles reduce time spent searching for specific products, improving productivity for sales and operations teams.</li></ul>

Enter Another Product Title

<ul><li>Details: Include all pertinent information about the product/service, such as “Installation of 5-1/4'' MDF baseboards, ensuring precise cuts and seamless joints.”</li><li>Value: Detailed descriptions clarify what the client is purchasing and help set service expectations.</li></ul>

Add a Detailed Description

<ul><li>Task: Input the appropriate price and specify any additional fees, discounts, or offers.</li><li>Pro Tip: Regularly review prices to ensure competitiveness while maintaining profitability.</li></ul>

Set the Price for the New Item

<ul><li>Selection: Choose an existing category or create a new one to classify the item properly.</li><li>Purpose: Organized categorization helps avoid confusion, especially in extensive product catalogs.</li></ul>

Assign a Category

<ul><li>Action: Click Save to confirm the item’s details.</li><li>Critical Step: Ensures all data, from title to category, is securely stored in the system.</li></ul>

Finalize by Saving the Item

<ul><li>Description: If adding multiple items, utilize the bulk upload feature to streamline the process.</li><li>Efficiency Gain: Ideal for scenarios like catalog overhauls or initial system setup. Ensure data is formatted correctly for upload.</li><li>Contact our support team for this option.</li></ul>

Bulk Upload Items (Optional)

<ul><li>Recommendation: Periodically review and update your catalog to ensure items are current, descriptions are accurate, and prices reflect market conditions.</li><li>Outcome: Keeps your catalog optimized for both user experience and operational accuracy.</li></ul>

Regular Maintenance

This manual provides a comprehensive guide for adding, categorizing, and managing products and services in ContractApp. By following these steps, users can efficiently organize their offerings, ensuring an optimal experience for both internal users and customers.