Setup
You will need the following permission in your security group: can see my tasks or can see all tasks. Click here to learn about permissions and security groups.
Available fields when adding a product:
Required (Product)
Required (Product)
Product: Use the Supplier, Category, and Type filters or Search to refine the list of existing products in the Product Catalogue.
Optional (Asset, Quantity, Notes)
Optional (Asset, Quantity, Notes)
Asset: Select an existing asset on the property to link the product to; otherwise, it will be categorized under General Repairs
Quantity.
Notes: Visible to others and can be included on invoices or purchase orders.
How to add a product to a task on iOS
1. Open the task, navigate to the Products tab, and click Add.
1. Open the task, navigate to the Products tab, and click Add.
2. Select Product and click Save.
2. Select Product and click Save.
How to add a product to a task on Android
1. Open the task, navigate to the Repairs tab, and click the three dots in the top-right corner.
1. Open the task, navigate to the Repairs tab, and click the three dots in the top-right corner.
2. Click Add Product.
2. Click Add Product.
3. Select Product and click Save.
3. Select Product and click Save.
Resources
Recommended actions