Skip to main content

How to save service descriptions

Service descriptions provide details of what services you will perform for your client. They appear on your proposal and your invoices.

Updated over 2 weeks ago

1. Go to your Favorites section

  • Go to “More”, then select “Favorites”

2. Select or create a Service. Tap on “Enter Service Description here”

3. Enter your service description in your favorites

4. The service description appears in your proposal

5. The service description also appears in your invoices

Did this answer your question?