Create a Quick Inventory

Updated 2 years ago by Arianne G.

A Quick Inventory is a list of items that you can add to a job and then distribute to mobile devices.

A default Quick Inventory, Onsite Cleaning, is available for your use. You can customize this template for your company. This template contains the following line items: CDC LABC, CGN BXBS, CPS BX<, CGN BXBM, CPS BX, CGN BXBL, CPS BX>.
  1. Under Tools, select the Preferences tab.
  2. In the Quick Inventory section, click .
  3. Enter a Quick Inventory Name.
  4. Click .
  5. You are taken to the new Quick Inventory's items page.

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