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MBG
Level 1

Product/Services List

We are a small "design and build" landscaping company that creates landscaping projects and then implements/builds them.  Over the past 3 years, our Prducts/Servicse list has grown to 247 items.  Much of the growth in the list has been because we've become used to entering a description that is specific to the particular job we're doing for a customer.  For example, if we have a job to "wet lay flagtsone" and anothe to "wet lay flagstone around pool" and another to "wet lay porch flagstone", we've created 3 separate Products/Services rather than using just "Wet lay" as a Product/Service and then using the Description area on an Invoice to be more specific by the use of "flagtsone" "flagstone aroudn pool" etc.

 

I'm wondering if others have the same problem and, specifically, how other small landscapers have resolved it.  Is there, I wonder, a "typical" list for companies in this business?   

 

Thank you in advance for your time and your thoughts.

Solved
Best answer 11-25-2017

Accepted Solutions
Level 15

Re: Product/Services List

You can create the Service, such as Labor.

You can create the Product, such as Materials.

 

Now, when you List these on the estimate or the invoice or the sales receipt, you Update to a specific description here, when Using the item; not when Creating the item.

 

Breaking it down further, you might want more Clarity for labor. You might want a set of Useful labor and noninventory materials by names, such as the CSI codes. Or, further, such as "Flagstone materials" vs "manmade concrete materials" vs "poured in place concrete."

 

That Clarity for Item Names is up to you. But making Unique items per customer will never withstand the test of time.

 

The same is true of Vendor Names. Do not list evey Gas Station as a Vendor Name. Use one as "Misc Fuel". You don't need to list every Restaurant; use "Misc Food."

View solution in original post

2 Comments
Content Leader

Re: Product/Services List

Good evening MBG,

 

Welcome to the Community. I'd like to lend a helping hand.

 

It may be useful to add "Wet lay" as a category and then have each of the specific services listed below it. I found an article that explains what categories are and how to set them up: https://community.intuit.com/articles/1256582-introduction-to-categories-in-products-and-services.

 

I hope you find this helpful. Please let me know if you have any other questions.

Level 15

Re: Product/Services List

You can create the Service, such as Labor.

You can create the Product, such as Materials.

 

Now, when you List these on the estimate or the invoice or the sales receipt, you Update to a specific description here, when Using the item; not when Creating the item.

 

Breaking it down further, you might want more Clarity for labor. You might want a set of Useful labor and noninventory materials by names, such as the CSI codes. Or, further, such as "Flagstone materials" vs "manmade concrete materials" vs "poured in place concrete."

 

That Clarity for Item Names is up to you. But making Unique items per customer will never withstand the test of time.

 

The same is true of Vendor Names. Do not list evey Gas Station as a Vendor Name. Use one as "Misc Fuel". You don't need to list every Restaurant; use "Misc Food."

View solution in original post

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