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Create Expenses, Additional Charges and Equipment

Enable and manage Expenses, Additional Charges, and Equipment as inventory types in FieldInsight for better tracking and organisation.

Ana Pedro avatar
Written by Ana Pedro
Updated over 2 months ago

In addition to Services and Products, FieldInsight includes extra inventory types that can support different workflows, depending on your business needs. These additional inventory types include:

  • Expenses

  • Additional Charges

  • Equipment

Activating Inventory Types

These inventory types may not be active by default in your FieldInsight account. To activate them:

  • Click the orange cog and select Settings from the dropdown menu.

  • Navigate to Inventory > General.

  • Enable the required inventory types and click Save.

Once activated, these options will appear in the Inventory section of the left-hand menu.

Creating Expenses, Additional Charges and Equipment Items

These items work in the same way as other inventory types and are intended to help your business stay organised by clearly categorising your costs and assets.

To learn how to add and manage these items, refer to the Add Service Items to your Inventory or How to Add Products to your Inventory guides, as the process is nearly identical.

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