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For large or complex jobs, breaking up your quote or invoice with some simple headings and structure can go a long way in helping clients understand what they’re looking at. When preparing a quote or invoice, you can insert simple description lines between items, giving you the ability to break up your quotes & invoices into sections. Note that you’ll need to use a quote or invoice template which itemises your materials & services. To create a description line, just set its Quantity, Cost & Price to zero: Use the grab handles to drag and place your description lines to suit: And they will display as simple section lines on your quote/invoice PDF. It’s the same in the ServiceM8 app — simply tap Add Item/Service > New Item, and ensure the new item’s Quantity, Cost & Price is set to zero: If you need to move section lines & regular items around to ensure they display correctly on your quote/invoice, just press, hold & drag them up and down to rearrange their order. TIP: For even more control over how you present services on your quotes and invoices, check out the Bundles Add-on, which lets you group several materials, services and/or labour items together into one line item on your quotes and templates.
Last modified on February 26, 2026