The new Add Line Item functionality closely aligns the mobile app with the web experience, allowing users to categorically search through their Product and Service Catalogs. This article includes a guide for the web and mobile process.
Web
Video:
- Barcode button gone
- Updates to search in Add Line Item modal
Step-by-step guide:
To access the new Add Line Item modal on a job, scroll down to the line item area and click the “Add Line Item” button.
The first screen will display Products on the left and Services on the right. Clicking on either option will allow categorical search through the respective catalog.
Additionally, there is a search bar at the top of the modal, after you enter your search term and press search or enter results will return any items matching from your catalogs. If you search from the main Add Line Item screen search results will be filtered in tabs by catalog.
This search is a reductive search which means if you click into a catalog and or category and search, the search results will only be from that catalog and category.
Example:
You have navigated to “Products”. Then searched “Rate.” Services with “Rate” will not show in the search results because it is in the Services catalog not the Products catalog. But if you search from the Add Line Item catalogs screen you will see all products and services related to the search term “Rate.”
Once in either catalog, subcategories and uncategorized products/services are displayed. Should a category contain both products/services and additional subcategories, all should be available on the same page of the modal.
To add a line item to a job, use the plus button increase the quantity by 1 or the minus button to decrease the quantity by 1. Additionally, the quantity field can be overwritten to a specific number.
Upon successfully adding a line item to a job, a green toaster will confirm the “Line item added”. There is also a toaster to confirm when a line item is taken off of the job by displaying “Line item removed."
Should users not want to access the new Add Line Item modal and use the search instead, they are able to utilize the 3 character smart type ahead search and barcode scanning feature.
Should users not want to access the new Add Line Item modal and use the search instead, they are able to utilize the 3 character smart type ahead search and barcode scanning feature.
Line items have chips next to their name to help you quickly differentiate line items types on a job and or estimate.
S - Services
NI – Non-Inventory Items
I – Inventory Items
Mobile
Video:
Step-by-Step Guide:
First, start by creating or opening a job or estimate and navigate to the invoice tab. To add line items, scroll to the bottom of the page and click the Add Line Item button.
Next, select the type of line item you would like to add to your invoice by tapping the icon.
To find the line item you would like to add, you can either search or navigate through the available categories.
When you find the line item you are looking for, tap it to view more details. Then scroll to the bottom and tap the Add button. After you add the item, you will see a confirmation message.
If you need to add additional line items, you can use the breadcrumbs at the top of the list to find them. After you have added all your line items, click the Back button in the top left to make your way back to the invoice. The red breadcrumbs are clickable, and the black breadcrumb is your current category.
You will see these newly added line items in the line item section of the invoice. To see more details, you can tap the Expand button on the section label.
If you need to edit the quantity, tax or any other details of the line items you added, tap the line item name or Edit icon to the left and you will be taken to the edit screen. From there, edit any information you need, and press Save. If the price of the item changes, the invoice will recalculate. If you need to remove a line item, tap the item to go to the edit screen and select Remove in the top right corner.
Next is the Fees & Discounts section. This is not a list of all of the fees and discounts you have. Fees & Discounts only show in this section when a line item has been added to the job and it is associated with a fee and or discount. When a fee or discount has a check mark to the left of it, that means it is applied to the invoice. If the item doesn’t have a check mark, it has not been applied to the invoice. To either apply or remove the fee or discount to the invoice, just tap the check or empty box to the left, and it will update. To see items that are not applied on the invoice, tap the Expand button on the section label. To hide items not applied to the invoice, tap the Collapse button on the section label. If you want to edit the fee or discount, just tap the Edit icon of the name, and you will be taken to the edit screen, where you can make changes.
The taxes section is controlled by the tax that is applied to the line items. If you need to add, remove, update a tax on a line item, you can do this on the line item edit screen.
The last section is the Summary of Charges which shows a breakdown of the pricing.
Even after your invoice is complete, you can edit any other aspects of the job or estimate.