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How to save service descriptions (mobile app)

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

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


Platform notes (iOS vs Android)

The steps are the same on iOS and Android


Please contact [email protected] if you need help or have questions.

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