HiTradies Help Centre

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Services and accounts ​

Services and products ​

Select Services/Products in the Settings list. This is your catalogue — the services and products you sell, each with a price. Building it up once means quoting and invoicing later is just a matter of picking from a list instead of typing prices in every time.

Services and products settings screen

The table shows each item with its name, description and unit price.

Add a service or product ​

  1. Select Add service.
  2. Enter a name, an optional description, and the unit price.
  3. Save.

Once it's saved, it shows up in the Select service picker whenever you add a line to a quote, job or invoice — with its price filled in for you.

Edit or remove an item ​

Use the actions at the end of an item's row to edit or delete it. Some items expand to show more detail — select the Expand control on the row.

Changing a price here doesn't change quotes or invoices you've already raised — it applies to new lines from here on.

A tip on searching ​

The list has a search box, but search it by a single word (part of the name) rather than the full multi-word name.

Chart of accounts ​

Select Chart of accounts in the Settings list. This is the set of categories your income and expenses are filed under — the backbone of your bookkeeping, and what lines things up neatly if you connect accounting software.

Chart of accounts settings screen

Each account has a code, a name, a detail type (like Current asset or Advertising), and a status. The list is paged — use Previous and Next to move through it, and the Search control to find one.

Add an account ​

  1. Select Add account.
  2. Enter a code and name, choose the account type and detail type, and add an optional description.
  3. Save.

Edit or archive an account ​

Use the actions at the end of an account's row to edit it, or to archive it when it's no longer used.

Accounts can't be deleted outright — archiving is how you retire one. That keeps your past records intact while taking the account out of your active list.

Do you need to touch this? ​

HiTradies starts you with a standard set of accounts, so many tradies never need to change it. It's mainly worth a look if your bookkeeper or accountant asks for a particular category, or you're matching your setup to Xero or QuickBooks.