How do I load new products to sell?

SherpaDesk provides a few ways to create billable items.

Contracts

Setting up a contract to an account allows you to set an hourly task rate, assign recurring billable items, and a travel rate. A System Admin is able to set up a default contract in Configuration > Invoice & Payments > Edit Global Contract. Within each account contracts are able to be customized.

Learn more here about contracts https://www.sherpadesk.com/blog/smart-contract-fea...

Expenses

Expenses are items that can be created and assigned to an account to be invoiced at a later date. A System Admin is able to set up a list of expenses in Configuration > Expenses.

Learn more about expenses https://support.sherpadesk.com/article/eiirth/how-...