Job Management

Job Task - Items Tab

The Items tab lets you view and add items to scheduled tasks. An item is anything involving a purchase order such as nails, lumber, sinks, contract work, or payments for inspections. Any tasks involving payment must have items attached to them in order to be processed.

You can add items seven different ways:

• Search – Add items by searching through a catalog.

• Favorites – Add items from a list of commonly used items.

• Template – Copy items from an existing template.

• Job – Copy items from an existing job.

• Data Entry – Enter items manually by SKU number.

• Contract Item – Add items that have pre-negotiated pricing established with the supplier and do not appear in any catalogs.

• Placeholder – Add a “generic” item that may be chosen. For example, microwave. It may be updated at a later time.