All Collections
Tips and Tricks
Web App
How to Add Actual Items to a Job in the Web App
How to Add Actual Items to a Job in the Web App

If your guys missed adding some items they used on the job, no problem. You can add them from the web app.

Fred Pape avatar
Written by Fred Pape
Updated over a week ago

The normal way to add Actual Items to a job is when you're clocking out at the end of the day. But if you missed adding some items and you want to do so after the fact, here's how.


Step by Step:

Step 1:

Go to Projects and select your job.

Step 2:

Click on the workarea to which you want to add an item, then scroll down and click the Actual tab.

Note:

The job needs to have Visits for this method to work. If it does not have any Visits (timesheets) yet, go to Step 8.

Step 3:

Click the Open Catalog Browser button and drag and drop the item you want to add.

Step 4:

Select the Visit and click Add Item to Visit.

Step 5:

Adjust the item's quantity and hit the Save icon in the upper right-hand corner.

Step 6:

Alternatively, you can go directly to the Visits tab and add an item from there.

Make sure that the Visit you want to add an item to is marked Unreviewed. Then open the Catalog Browser and drag and drop the items you want to add.

Step 7:

Select the Visit and the Workarea and click Add Item to Visit. Enter the quantity and hit Save.

Step 8:

If you have a job without any Visits that you want to add an item to, go to the Costing & Analysis tab.

Step 9:

Scroll down to the Workareas and select the workarea that you want to add an item to. Open the Catalog Browser and drag and drop the item you want to add. Enter the quantity and hit Save.


And that's how you can add items to a job from the Web App.

Let us know if you have any questions! Just drop a line in the blue chat box.

Did this answer your question?