How To Create an Item

From the Home screen select the blue "+Add" button.

Select the "Add Item" option.

Select which Item Type best represents the item you are adding. This will act as the default value of the Item Name.

Add a photo of the item so your Service Pros knows what item they are working on.

Find Item Information in tabs below.

Enter the "Brand" and "Name" of the item will assist in letting Service Pros know what item they will be working on.

Entering the "Model" will assist in letting Service Pros know what item they will be working on, getting the correct replacement parts, tracking potential manufacturer recalls.

Entering the "Serial Number" will assist in getting the correct replacement parts, tracking potential recalls.

Add the "Install Date" and the "Notes" to add in any additional information about the item that is important to retain.

Set maintenance reminders for when you or your service pro need to perform maintenance.

Add "Warranty End Date" so Jack can remind you when items should be replaced, or warranties expire.

Keep links to Manuals or connect your Item to Area if needed.

Your newly added item is easy to locate in the "Item" maintenance section, in the area you linked it to.