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Administration

Product types

Screen reference​

Product types classify non-labor products or services that may be used in expenses, invoicing, or reporting.

What you can do​

  • Configure product types before using them in billing workflows.
  • Set billing and cost information where applicable.
  • Use product types consistently for project accounting.
  • Map products to accounting structures when integrations require it.

Environmental consulting example​

Product types might include Laboratory Analysis, Equipment Rental, Monitoring Device, or Permit Fee.