What Is the Item & Service Feature from ManageMart?

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What Is the Item & Service Feature?

The feature has been created by ManageMart for users so that they could easily manage the services or products that they offer to their customers. It is available within the ManageMart software that you can test for 7 days absolutely for free. The feature will be helpful for everyone who provides some services or sell products because it allows automating certain business processes and keeping the workflow more organized.

Thanks to this feature, you will be able to conduct a range of actions, including the following:

Creating records;
Using them in documentation;
Searching the right item or service;
Adding helpful notes;
Viewing profiles and more.

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Why Do You Need to Use Item & Service?

This feature allows users to do certain regular tasks quicker and easier. There are lots of different actions that you can do using the records created in the Items & Service section, such as forming invoices, assigning an employee with a certain job, indicating what equipment is used for a particular task, determining how much time it takes to complete a certain job, and more. It is hard to overestimate the importance of this feature because it is your database of everything that you have on offer for your customers with detailed information. You will have access to this data at any time you want and you can do various actions with records whenever you need.

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How to Use the Feature?

It is very easy to use this feature and no special experience is required. You will be able to fill out the fields of the program by typing the information about a certain product or service or choosing an option from drop-down menus. The software includes all the fields that you might need to use to provide detailed and comprehensive info about your services or products, including notes and additional information.

There are four main categories that you can choose from, including the following:

Service;
Item;
Labor;
Other.

Once the record has been created, you can use it for a range of purposes, such as forming invoices. You just need to choose a certain item/service when filling out documentation, which significantly saves your time and allows completing a range of regular tasks easily.

All records that you create in this section will automatically be linked with other related functions and features, and the system will remember the choice that you make, for instance, when assigning a task or creating an invoice and will automatically add the relevant information in future.

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What Fields are Included into the Feature?

Once you enter the “Items and services” page, you will see the list of records that you have previously created. When forming a new item or service, you can decide which fields you want to fill out, and you have the following options:

Adding the name of the service or product;
Determining its type;
Specifying the number of products or services;
Adding the information about the price and taxes;
Typing additional information, which allows you to store details about a certain product or service;
Adding information to the notes section, which allows you to indicate important matters related to the record.

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How Can You Start Using the Feature?

On our website, you will find detailed information on how you can use this feature. It is recommended to read it so that you could see the design of our program and what it includes. In order to get access to the feature, you only need to order a 7-day trial version of our product. You will be able to use all the functions available in our field service software, which will give you a full understanding of how everything works, including the following: