Getting started

Categories allow you to segment your quotes and invoices for easy reading. All services or products added to a quote that fall under the same category will be grouped together.

Some people will prefer to use categories for certain areas, for example, you may decide to use a category for lounge, dinning room, main bedroom, bedroom 2, bathroom 1, etc. if you are an electrician, or painter, for example, quoting on work in a home.

Update your categories by;

Categories cannot be deleted - you can disable categories, which will prevent them from being added to future products/services.

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