Products & Services

Build your product and service catalog so you can quickly add line items to work orders and estimates. Set pricing, descriptions, and sync products with your accounting software.

How to Access

Navigate to Manage Lists → Products.

Viewing Your Products

The Products page displays a grid of all products and services in your catalog. If you are connected to QuickBooks or Xero, products imported from your accounting software appear here automatically after a data sync.

You can sort, filter, group, and reorder columns in the grid. Use the search functionality to quickly find specific products.

Adding a New Product

1. Click Create Product (or the add button) in the toolbar.
2. Enter the Product Name (for example, "Diagnostic Fee" or "1-inch Copper Pipe").
3. Enter a Description that provides additional detail about the product or service.
4. Set the Rate (unit price).
5. Click Save.

Result: The product appears in your catalog and is available when adding line items to work orders and estimates.

Editing a Product

1. Click on the product row in the grid to open it.
2. Update the Name, Description, or Rate as needed.
3. Click Save.

Changes to a product's rate affect new work orders only. Existing work orders that already include this product retain their original pricing.

Syncing with QuickBooks or Xero

If your accounting software is connected, products sync automatically during data sync. Products you create in FieldPromax are also pushed to your accounting software when an invoice is generated via Post and Close.

To manually trigger a sync, use the data sync option in your integration settings.

Next Steps

• Job Types & Statuses — categorize your work orders by job type.
• Tax Settings — set up tax rates that apply to product line items.
• Your First Work Order — use your products in a real work order.