- 1
start a new invoice or quote
in pawpaw click "new invoice", or in mayhaw click "new estimate". in the line-items section you'll see a "pick from catalog" button.
- 2
switch to the services tab
the picker opens with two tabs — products (magpie) and services (mockingbird). click "services" to see your service menu, then tap any service to add it to the picks tray.
- 3
tweak qty + price, then add
the picks tray lets you set quantity ("3 hours of consulting") and override the unit price if this customer is getting a different rate. click "add line items" to drop them into the invoice.
tipno service in your catalog yet? hit "new service" inside the picker — it creates the row in mockingbird AND adds it to your picks, all without leaving the invoice editor.
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