Add a part or service to your inventory

Servicebay keeps two catalogs: Inventory for parts and products you stock, and Services for labor and flat-fee work. Adding items to either one means you can drop them into a job, quote or invoice instead of typing the details out every time.

  1. Open Inventory or Services

    From the main menu, open Inventory for a physical part, or Services for labor. Tap the + button to start a new item.

  2. Name it and add a description

    Enter an Item Name (required for a part) and, for a service, a service name. Both let you add a longer Description underneath.

  3. Set a category and identifiers (parts only)

    For a part, pick a Category, then fill in SKU (required) and, if you have one, GTIN/UPC for barcode lookup.

  4. Set the price and your cost

    Enter Price (what you charge) and Cost (your cost per unit). Servicebay uses both to calculate profit margin. For a service, choose a Service Price type: Rate (a rate per Hour, Day, Week, Month or Year), Fixed, Variable, or Quote Later if you'd rather price it when you quote the job.

  5. Add tax and warranty details (optional)

    Turn on Taxable if tax applies and choose a Tax Rate. Turn on Warranty and set a duration and period (Days, Weeks, Months or Years) if this item is covered.

  6. Turn on stock tracking (parts only)

    For a part, turn on Track Stock if you want Servicebay to count how many you have on hand. A Stock Count field appears where you can set your starting quantity with the stepper.

  7. Save it

    Tap SAVE. The item now appears in your catalog, ready to add to any job.

  8. Tips

    Inventory and Services are part of Servicebay's Pro plan (included free during your trial). If you don't see these tabs, check your subscription under Settings.

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