Create a New Serviceable Item from a Project

You can create a Serviceable Item from an existing Project / Job record (more information on Serviceable Items here). It is recommended to create it from an existing Project / Job record so it is connected and easier to search should you need to.

To create a new Serviceable Item, while you have the project open, select New Items > Serviceable Item.

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In the image below you can see the information needed when creating a Serviceable Item. The fields with the "*" sign are required.

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