Setting up New Products and Services for Invoices and Estimates

When creating invoices or estimates, there are default templates to make adding them faster.

To customize these, sign in to Field Rocket on your computer’s browser (Chrome, Safari, etc.)

Go to https://app.fieldrocket.us

Sign in with your username + password

Then on the left-hand side, click on “Settings” -> “Products and Services”

Then, click on the “New” button at the bottom, and you can add in new services.

You can also click on the “pencil” on the right hand side of the list, to edit an existing product/service, or even type directly into the field while viewing all of them.

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