Reusable items for Invoices, Estimates, and Projects
June 21st, 2009Many of you work on the same types of projects repeatedly and have been asking for a slick way to reuse or copy items from a “standard list”. Some of our competition offers this ability, but we were never quite satisfied with the way we’ve seen it implemented.
The usual solution is to offer you a place where you can “manage” these items, then you have to go through some sort of special step to include them in your project (or invoice). To us this seems like a hacked solution based on flawed interface design principles.
We’ve taken a different approach to the problem, which we believe is much more elegant than anything else out there.
Starting today, any line item you’ve created on any Invoice is available to be re-used simply by typing its name into the title field when creating a new item. All relevant attributes will be inserted into your form after selection of an existing item. This allows you to modify different properties if you feel the need.
There is no “management” of reusable items. All items you’ve created in the past are available to be reused. We’ve also added this feature with our Estimates and Projects, so you should experience the same workflow improvements there as well.
Keyboard Input
Finally, we took the time to optimize all of the new item forms for quick keyboard entry. Once you start creating items you should be able to use your keyboard to fill out your Invoices, Estimates, or Projects without touching a mouse. Quickly tab through the fields, hit enter to add a new item. Once your new item is inserted your cursor will return to the “title” field so you can add another item.
Simple, effective, elegant – we think you’ll agree.


June 22nd, 2009 at 01:42 AM
Nice one Seth, interactions look nice!
I’d love to see that add form changed slightly for the buttons to say ‘add’ and ‘add and add another’ or something along those lines. Saves on a mouse move&click for a quick add.
June 22nd, 2009 at 10:47 AM
That is awesome. In our workflow we use lots of tasks like this. I end up re entering tasks over and over again for new clients that will have standardized tasks like server os updates. Reusing one task ID will be awesome! I also like to give courtesy discounts to clients based on different critera, and a standardized discount and rate will be very helpful. The mouse free navigation speaks for itself. Thanks so much Seth!
June 22nd, 2009 at 10:59 AM
Nice! I use a lot of the same lines in invoices and I keep forgetting what the exact price for them is, so I have to go back to other invoices/estinmates or pricelist to find the price.
This is a nice and elegant solution. Thanks!
June 22nd, 2009 at 03:10 PM
Great addition! Should make creating projects much easier