Add products to tickets

A particularly useful feature of Leadtime is the ability to integrate products from the product catalog directly into an express quote. This means that not only services can be offered on the basis of estimated working time, but also clearly defined, repeatable services - so-called products.

Products are standardized services or physical goods that the company offers at a fixed price. Unlike typical project services or service tickets, the content of a product is largely fixed. The customer has little or no influence on the scope of the service - they order a clearly defined package.

Typical examples of such products are

All these offers have one thing in common: they have a clear standard price, are repeatable and do not require individual planning.

Products are normally used as part of larger project offers, especially if they are subscription products or SaaS offers. However, they can also be used directly in a single ticket - and this is where they really come into their own in the context of express offers.

A typical example:

The quote then refers not - or not only - to an estimated number of working hours, but directly to the list price product.

The big advantage is speed and standardization:

An express quote can contain both working time items (estimated hours) and product items. This flexibility makes express quotes in Leadtime particularly efficient. The customer can see at a glance:

In the next step, we will look at how to create such an express quote and send it to the customer.

In many cases, an express quote contains not only a working time item, but also additional products that are to be invoiced to the customer - such as travel expenses, training or license packages. In Leadtime, such products can be added directly to the ticket so that they can later be included in the express quote.

To add a product to a ticket, proceed as follows:

Not all products from the catalog can be assigned to a ticket. The following applies:

For this reason, the product catalog is automatically filtered for fixed prices in the selection window:

Many products offer several variants. When importing, you must select a specific variant, e.g:

In our example, we enter 400 kilometers and select the standard variant, so the result is

We then add a second product: "Training and workshops" with the standard price of €1,500. Other variants such as "Advanced" or "Workshops" would also be possible here, but we will stick with the standard option.

As soon as both products are assigned to the ticket, the complete configuration appears directly in the ticket view:

When creating an express quote, the products automatically appear as items in the quote overview:

You have two options here:

You can control whether the estimated working time is also offered using a toggle button above the product table:

In our example, we deactivate the switch - only the products should be billed:

This makes products a powerful tool for transferring additional services directly from the product catalog into an express quote - including variant selection, quantity calculation, automatic pricing and optional addition of working time.