Items are the core function of Work Requests, and they operate in a similar manner to items inside Estimates/Invoices. To that end, when a Work Request is converted to an Estimate or Invoice, the Items are directly transferred as billable items. When a Work Request is converted to a Project, Items are created as Tasks inside the Project.


You can create new items for use in Work Requests from the menu at Settings–>Content–>Categories, and navigating to the “Work Request Items” tab.



When creating new items, you will be presented with several fields to fill out:


Name

This will be the name of the item, which will be displayed in various menus/tables, and will also be the default item/task name that is carried over when the Work Request is converted to an Estimate, Invoice, or Project.


Description

This will be the description of the item, which will be displayed in various menus/tables, and will also be the default item/task description that is carried over when the Work Request is converted to an Estimate, Invoice, or Project.


Price

This is the price of the item, which will be carried over when the Work Request is converted to an Estimate or Invoice. If the Work Request is converted to a Project, the item price will be added inside the Description field of the task it is converted into.


Once you have the item fields filled out the way you like, simply click “Add” to save the item. This item will be immediately available for clients to use when submitting new Work Requests.