How do I create a product?
Navigation: Open your Field Service workspace, then select Products from the sidebar.
Click the + Add Product button in the top right corner.
Complete the product details.
Click Create Product.
The new product will appear in your Products list.
What fields can I configure in a product?
Product Name (Required): Enter a name for the product
Product Model (Required): Enter a unique identifier for the product
Description (Optional): Add details about the product
Image (Optional): Upload a visual reference
Custom Fields (Optional): Complete any additional fields configured in Settings
How do I add documentation to a product?
Open the product you want to add documentation to.
Go to the Documentation section.
Click the + icon.
Select Upload from the dropdown.
Choose files or folders to upload.
Click Upload.
Documentation added to a product is inherited by all assets created from it.
How do I assign parts to a product?
Open the product you want to assign parts to.
Go to the Parts tab.
Click + Add Part.
Select parts from your inventory.
Click Save.
Parts assigned to a product are automatically included with all assets created from it.