Businesses engage in a wide range of activities across industries such as Field Service, Renewables, Appliance Technical Services, Fire, Security, Electrical, HVAC, Heating, and Plumbing. Categorising works by industry streamlines operations and allows for tailored customization. This enables efficient parts inventory management and the creation of custom forms specific to the needs of each industry.
View Setting
➡️ Profile icon > Settings > Parts > Industries > View
Add Industry
To add a new industry:
➡️ Complete the 'Industry' field > Click 'Add Industry'
Edit an Industry
To modify an existing industry:
➡️ Locate the industry in the list > Click 'Edit' > Make the necessary changes in the side panel > Click 'Save'
Delete an Industry
To remove an industry permanently:
➡️ Locate the industry in the list > Click 'Delete' > Type 'Delete' in the confirmation box > Click 'Delete'
Note: Deleting an industry is permanent and cannot be undone.