Before a job goes out, you can add the inventory items your field team should expect to find on site. This gives them a checklist to work through when they arrive and makes it easy to flag anything that is missing.
Adding inventory items to an event
Open the event from the Events page.
Go to the Inventory tab.
Click + Add item.
Enter the item name, quantity, and optionally a barcode.
Save.
Repeat for each item. The Inventory tab shows a list of all items added to the event, along with their check-in status once your field team starts working through them on site.
Add inventory items before the job goes out, and your field team will see them on the Inventory tab in the mobile app when they open the event on site.
Editing and removing items
To edit an item, click it in the Inventory tab and update the details. To remove it, open the item and delete it. Removing an item from an event does not affect any other events.
FAQ
Can I add inventory after the event has started?
Can I add inventory after the event has started?
Yes. You can add or edit inventory items at any point before the event is completed.