Create a Quick Inventory
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>.
- Under Tools, select the Preferences tab.
- In the Quick Inventory section, click
.
- Enter a Quick Inventory Name.
- Click
.
- You are taken to the new Quick Inventory's items page.