Keeping your database up to date with the right equipment and settings is essential for accurate proposals and smooth project workflows. When your database reflects what you actually install, your team saves time and avoids costly mistakes on every job.

From the main menu, open the“Manage Database” dropdown and click“Database”.Adding Adders

From the database menu, open the“Water Filter” dropdown and select“Adders”. Click“Add”.

You can either select an existing adder from the master database in the“Select Adder” section or click“Add Adder” to create a new one.

Enter the adder details, including the name, category, unit type, territory, pricing and more.

Click on “Add” to Save. Adding Discounts

From the database menu, open the“Water Filter” dropdown and select“Discounts”. Click“Add”.

Enter the discount name, select the discount type (flat or percentage), assign territories, and add unit pricing.

Click“Add” to save the discount. Adding Water Filters

From the database menu, open the“Water Filter” dropdown and select“Water Filters”. Click“Add”.

You can add water filters from the master database in the“Select Water Filter” section by choosing the filter and clicking“Add”.

Alternatively, You can also "Request Water Filters.”

Input the water filter details, includingnameandmanufacturer. Click “Create Request”.Related ArticlesHow to Add Adders?How to Add HVAC AddersHow to Add Roofing AddersHow to Add Generator Equipment to Your DatabaseHow to Manage Offer Adder Pricing

💡 A home services contractor uses this feature to keep their daily operations running smoothly — saving time on every project and reducing manual errors for the whole team.