How To Create an Item

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

2. Select the "Add Item" option.

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

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

5. The "Item Name" was defaulted from the value of the selected "Item Type".

6. Connecting the item to an area will aid the Service Pros in knowing which area the item is linked to.

7. Entering the "Brand" and "Model" of the item will assist in:
• Letting Service Pros know what item they will be working on.
• Getting the correct replacement parts.
• Tracking Potential Manufacturer recalls.
You can also attach an image or document of the model number.

8. Entering the "Serial Number" of the item will assist in:
• Getting the correct replacement parts.
• Tracking potential Manufacturer recalls.
You can also attach an image or document of the serial number.

9. Add the "Install Date" and the "Warranty End Date" so Jack can remind you when items should be replaced, or warranties expire.
Set maintenance reminders for when you or your service pro need to perform maintenance.

10. The "Notes" is a great place to add in any additional information about the item that is important to retain.

11. In those cases where you want to attach additional documents Jack can attach your "Receipt and Warranty" related documents or any "Other Documents" you want to keep track of with the item.

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