Product & Services

FlyCRM Pro adds a catalog of the things you sell. Save a product or a service once, then pull it into a quote or an invoice and the line fills in on its own. You stop retyping the same title, price, and unit every time.

Where to find it

Go to FlyCRM > Products. Pro adds this page to the sidebar.

The list shows every product and service, with its title, SKU, type, price, and created date. Use the search box to find one by title, and the All Types filter to show Products only, Services only, or all.

A product and its fields

Each catalog entry has these fields:

Field	Required	Notes
Title	Yes	The name that shows on the invoice line
SKU	No	Your own code for the item. It must be unique across the catalog
Description	No	A short line that copies onto the invoice under the title
Price	Yes	The default unit price. It cannot be negative
Unit Label	No	How you sell it, such as per hour, per month, or per seat
This is a service	No	Turn it on to mark the entry as a service instead of a product

The price uses your CRM's currency, set in your business profile. A product and a service behave the same on an invoice. The type is a label that helps you sort the catalog.

Add a product

1. Go to FlyCRM > Products.
2. Select Add Product.
3. Enter a Title and a Price. Both are required.
4. Add a SKU, a description, or a unit label if you want them.
5. To mark it as a service, turn on This is a service.
6. Select Create Product.

If you enter a SKU that another product already uses, FlyCRM stops the save and tells you the SKU is taken. Give it a different code.

Edit or remove a product

• Edit — select a row's edit action, change any field, then select Update Product.
• Delete — select the delete action to move the product to the trash. It leaves the list but is not gone yet.
• Restore — open the Trash view, find the product, and select Restore.
• Delete permanently — in the Trash view, select Delete Permanently to erase it for good.

Deleting a product does not change invoices that already use it. See the next section.

Use a product on a quote or an invoice

You add products while you build a quote or an invoice:

1. Open or start a quote or an invoice.
2. Select Add Product.
3. Search for the product, then select it.

FlyCRM adds a line with the product's title, description, unit price, and unit label already filled in, and a quantity of 1. Change the quantity or the price on the line if this deal is different.

To save a new product without leaving the invoice, select Create New Product at the bottom of the search box. FlyCRM saves it to the catalog and adds it to the invoice in one step.

Line items keep a snapshot

When you add a product to an invoice, FlyCRM copies its values onto the line at that moment. The line keeps those values for good.

• If you later change the product's price, past invoices keep the price they were sent with.
• If you delete the product, its old invoice lines stay exactly as they were. They only lose the link back to the catalog entry.

This keeps every invoice a true record of what you charged, even after your catalog changes.

Who can manage products?

Products follow the same ownership rule as the rest of the CRM. An agent sees and edits the products they created. A manager sees and edits every product. Permanent deletion needs the higher permission. See Team roles and permissions.