In the 'Inventory' tab, you can add any items that are commonly used for jobs (and that customers would pay for). You can also add the services that are specific to what you offer.
PRO TIP: If a Technician or Scheduler on your team adds a product to a job, the invoice created for that job will automatically update to reflect the cost of that item, as long as it's added to your account!
When you first open the 'Inventory' tab in your account, you're in the 'Products' section.
You may see a couple items already added to your account -- these are samples and can be updated to reflect your company items, or deleted (check the box beside the item you want to delete and click the 'Delete' button).
For each product, you can update the Manufacturer, Code, Description, Purchase Price, Margin Percentage, Sales Price, Stock, Min Stock and Order Stock.
An example of how products are listed in your account.
To add a Manufacture
To add products to your account. Click on
Select the Manufacture
Type in the relevant details, including purchase price and sales price.
Remember to click save and your product will be added to the list.
And is available to be added onto a job
If you are new to FieldInsight, you don't need to manually enter in all your information. If you give us the list in a CSV file, we can import them as part of your on-boarding.
If you have added service items and products in, you might like to look at packages
There are a few updates that you might want to make to your account to help make your workflow easier, like adding your logo and updating your team schedule. Click here to find out how you can customize your account.