--- title: How Do I Add and Edit Products & Services in JobNimbus? description: Learn how to add Products and Services to your JobNimbus account. --- [Skip to content](https://support.jobnimbus.com/how-do-i-add-and-edit-products-services-in-jobnimbus#main-content) English Show submenu for translations [Contact Us](https://support.jobnimbus.com/kb-tickets/new?hsLang=en) ![JN\_Logo\_Long-White@1x.png\]](https://support.jobnimbus.com/hs-fs/hubfs/JN_Logo_Long-White@1x.png?height=40&name=JN_Logo_Long-White@1x.png) Open main navigation Close main navigation - English Show submenu for translations - [Contact Us](https://support.jobnimbus.com/kb-tickets/new) - [Go to the JobNimbus Toolbox](https://www.jobnimbus.com/support/) [Go to the JobNimbus Toolbox](https://www.jobnimbus.com/support/) How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://support.jobnimbus.com/?hsLang=en) 2. 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[Products and Services](https://support.jobnimbus.com/financials?hsLang=en#products-and-services) # How Do I Add and Edit Products & Services in JobNimbus? ## Learn how to add Products and Services to your JobNimbus account. #### On This Page - [Adding Products & Services](https://support.jobnimbus.com/how-do-i-add-and-edit-products-services-in-jobnimbus#add) - [Duplicating Products and Services](https://support.jobnimbus.com/how-do-i-add-and-edit-products-services-in-jobnimbus#Duplicate) - [Editing Products & Services](https://support.jobnimbus.com/how-do-i-add-and-edit-products-services-in-jobnimbus#edit) - [Frequently Asked Questions](https://support.jobnimbus.com/how-do-i-add-and-edit-products-services-in-jobnimbus#FAQ) **Note**: Only team members who have [access to Settings](https://support.jobnimbus.com/can-i-give-my-team-members-different-access-permission-in-jobnimbus?hsLang=en) will be able to create or manage the Products & Services on your account. --- ### **Adding Products & Services** 1. Click on your **profile picture or initials** in the top right corner, then select **Settings.** 2. Select the **Products & Services** option from the Settings menu on the left-hand side. 3. Select **+ Add product or service** to open the "Add Product" window. Here, you can: - **Choose a Company Location** to associate with the product or service. - **Name** your product or service. - Give your product or service a **description**. - Mark a product or service as **tax exempt** if applicable. - Enter the item type as **Material, Labor, or Material and Labor.** - Choose the appropriate **unit of measurement**. To create a new unit, type in the drop-down menu and hit enter. - **Enter your material or labor cost.** This is the amount your product or service costs your company. - Enter your desired **Markup percentage.** - **Enter your material or labor price.** This is the amount your customer will pay you for the product or service. - Select **+ Add product variation** to sell this product in another unit of measure. Each variation needs a unique unit of measure and has its own cost, markup, and price. To offer different colors or sizes, add each one as its own product. Check out [How Do I Add Products That Have the Same Name, but Different Prices?](https://support.jobnimbus.com/how-do-i-add-products-that-have-the-same-name-but-different-prices?hsLang=en) to learn more. ![](https://support.jobnimbus.com/hs-fs/hubfs/undefined-Nov-12-2026-09-07-21-8035-PM.jpeg?width=670&height=799&name=undefined-Nov-12-2026-09-07-21-8035-PM.jpeg) 4. **Save** the product or service. Once you click Save, the product or service will be added to your list in alphabetical order. You can use the filter dropdown menus to **view all items, or view only visible or hidden items; all products or products from a specific supplier; and filter for material, labor, or material and labor.** Use the **search bar** at the top of your Products and Services list to locate any item in the list. **Be aware that Products & Services *cannot be deleted* once they have been added. If you no longer want them to be used, you will need to "hide" them.** If you need to **duplicate** a product or service for any reason, click on the three dots to the right of the item and select "Duplicate" from the action menu. --- ### Editing Products and Services 1. Click on your **profile picture or initials** in the top right-hand corner of your screen. Then, select **Settings** from the dropdown. 2. Select **Products & Services** from the Settings menu on the left side of your screen. 3. Click on the **Edit** button under the "Manage" column next to the item you want to update. ![](https://support.jobnimbus.com/hs-fs/hubfs/undefined-Nov-12-2026-09-44-36-1130-PM.jpeg?width=670&height=98&name=undefined-Nov-12-2026-09-44-36-1130-PM.jpeg) The "Edit Product" window will pop up, allowing you to manage the **item's name, description, cost, and price.** **![](https://support.jobnimbus.com/hs-fs/hubfs/undefined-Nov-12-2026-09-44-36-5092-PM.jpeg?width=670&height=630&name=undefined-Nov-12-2026-09-44-36-5092-PM.jpeg)** Here, you can: - **Choose a Company Location** to associate with the product or service. - **Name** your product or service. - Give your product or service a **description**. - Mark a product or service as **tax exempt** if applicable. - Choose the appropriate **unit of measurement**. To create a new unit, type in the drop-down menu and hit enter. - **Enter your material or labor cost.** This is the amount your product or service costs your company. - Enter your desired **Markup percentage.** - **Enter your material or labor price.** This is the amount your customer will pay you for the product or service. - Select **+ Add product variation** to sell this product in another unit of measure. Each variation needs a unique unit of measure and has its own cost, markup, and price. To offer different colors or sizes, add each one as its own product. Check out [How Do I Add Products That Have the Same Name, but Different Prices?](https://support.jobnimbus.com/how-do-i-add-products-that-have-the-same-name-but-different-prices?hsLang=en) to learn more. 4. **Save** the product or service. **Note:** Changes made and saved in these settings will affect line items on all future Estimates, Invoices, Work Orders, Material Orders, Budgets, and Credit Memos. **Line items on a financial document that were created *prior* to saving changes made to your Products & Services *will not* retroactively go into effect; you will need to manually edit any Estimate, Invoice, etc. in order for new costs/prices to reflect.** --- #### FAQ - *Can I create a [Custom Report](https://support.jobnimbus.com/what-are-the-different-custom-reports-i-can-create?hsLang=en) for my Products and Services?* - No, these items cannot be pulled into a report. - *Can I manage my Products and Services in bulk?* - At this time, there is not a way to bulk-edit or import/export Products and Services. If this is a feature you'd like to see in a future update, let us know by adding your vote through our [feedback page](https://jobnimbus.uservoice.com/)! - *Can I import Products and Services through QuickBooks Online?* - Yes, if you have an active QuickBooks Online account integrated by a **two-way sync**, you can import a list of Products into your QBO account, which you can then access from JobNimbus. Check out this [Knowledge Base article](https://quickbooks.intuit.com/learn-support/en-us/manage-lists/import-products-and-services-from-excel/00/185613) for steps on how to do so. - *What about importing through QuickBooks Desktop?* - While you cannot import a list of Products into your QBD account the way you can with a QBO account, you can copy a large list from a file and "paste" it into QBD, which will then allow you to sync the items to JobNimbus. The integration must be set up as a **two-way sync**. See QuickBooks' [Knowledge Base article](https://quickbooks.intuit.com/learn-support/en-us/physical-inventory/add-edit-and-delete-items/01/201687#sh-details_without_placeholder_tagscollapse3) for more information. - *Is there a character limit on product and line item descriptions?* - Yes. A long product or line item description can stop an Estimate from opening in **Review and Share**. There's no fixed character count to stay under, because line breaks and some special characters use up the limit much faster than plain text. If an Estimate won't open in **Review and Share** after you add a long description, remove the line breaks from that description or shorten it. For a long, detailed scope of work, add a short line item named "Scope of Work" and put the full detail on a **Text Page** custom page on the Estimate. 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