How Do I Create & Use Products & Services in Moxie CRM?

Welcome to another tutorial! 🎉 I'm Lisa Williams, also known as Your Moxie Maven, and today I’m talking about products and services in Moxie. These are different than Projects and I am going to show you how to create and use your line items (aka products & services) in a few different places.

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0:00 Introduction by Lisa Williams
1:00 Overview of Products and Services
3:15 Setting Up Recurring Invoices
7:00 Adding One-Time Services to Recurring Invoices
9:17 Tips for Changing and Managing Recurring Invoices
10:01 Understanding Project Templates
11:26 Editing and Sending Agreements
14:18 Using Line Items in Invoices

👉 In This Video, You'll Learn:
- The key differences between products, services, and projects.
- How to effectively manage and categorize line item services and products.
- Streamlining your invoicing process with project templates and agreement templates.
- Setting up recurring invoices for ongoing projects like web design.
- Tips for customizing and combining line items in your invoices for client-specific needs.

🔗 Useful Links:
Sign up for The Moxie Maven Academy: https://yourmoxiemaven.com
Agreement Templates Video: https://youtu.be/q-kbVdYn0Ro

Видео How Do I Create & Use Products & Services in Moxie CRM? канала Your Moxie Maven