Attach equipment items to service itemsLast updated on 03/31/2022
Attach equipment items to a service item to help technicians more efficiently and accurately build invoices for equipment packages. When the service item is added to an estimate or invoice, the attached equipment items are automatically added as well.
Things to know
The price of an added equipment item is not included in the service item price. On estimates and invoices, the equipment item is a separate line item with its own price.
To change the price of an equipment item, edit the equipment item in your pricebook.
Attach equipment items to a service item
To attach equipment items to a service item:
Go to the navigation bar and click Pricebook.
The services item table opens.
Browse the table or use the search field to find the service item you want to attach equipment items to. You can search by item code, name, or description. Tip: Click Filters to open the Filters screen. You can filter items in the table based on price, sold hours, category, and other details. After setting the filters, click Apply.
For the service item you want to attach equipment to, on the right side of the item table, click More ⠇ and select View/Edit Item.
The Edit Service screen opens.
Click the Equipment tab.
In the search field, enter the equipment item name and click Search.
Select the item to add it to the equipment list.
In the Qty field, enter the quantity of the item to include with the service item. Tip: Click — to remove an item.
When you’re done adding equipment items, click Save.
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Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.