BETA Features

These features are live and available for testing

17 articles

Container Inventory OverviewExplains what the Inventory tab and functionality can do for you and what changes with this release

Getting Started with Container Inventory ManagementWalks through the workflow of container inventory management: setting up your inventory and assessment, managing and assigning containers, and the Inventory tab itself.

Add or Edit an Inventory ContainerExplains how to add a new container into inventory (or edit an existing one)—either from the Inventory tab, or direct from a customer’s service location page.

Add or Edit a Container TypeExplains how to create new or edit existing Container Types in Inventory settings.

Add or Adjust a Container Type ColorExplains how to create, edit, or deactivate a container color within the inventory management system.

Assign a Measure to a ContainerThis process updates a container’s record to include its specific measurement, such as its volume in yards or gallons.

Assign an Inventoried Container to a Customer's Service and LocationExplains how to assign a container from your inventory to a specific customer’s service and location. This process is crucial for updating the container’s location and status, which ensures accurate…

Container Move TypesDefines container move types and explains the different label options you can choose when using the Move container functionality in Inventory.

Defining Service ActionsExplains how to configure the list of actions that can be performed on your inventory items. Instructions for adding your company’s provided service actions (set up under Attributes in the…

Enable Serialization for a Container TypeThis guide explains how to enable serialization for a container type, which allows for the individual tracking of containers using unique serial numbers. This is a critical step for detailed…

How to Deactivate a ContainerExplains how to turn off or deactivate a container in Inventory. This reversible action allows you to manage your container inventory effectively by marking assets as inactive, which removes them…

How to Delete or Remove a ContainerExplains how to remove a container from a specific customer location or service, or how to permanently delete a container from your inventory.

How to Manually Move a ContainerExplains how to use the Move Container button in the Inventory tab to record a container’s movement to a new location and answers some frequently asked questions like when you’d…

How to Schedule a New Container DeliveryExplains how to schedule a new delivery work order when adding a container to a service from your inventory.

How to Use Bulk Import for InventoryExplains the process for bulk importing container data into Inventory using a CSV file. The import workflow is a critical first step in setting yourself up for success with the…

Manually Adjust a Container's Geolocation PinExplains how to drag and set the latitude and longitude for a specific container’s pin.

View and Filter Containers on the Inventory MapExplains how to visualize your container inventory geographically using the Map view of the Inventory tab and its filter functionality.