How to add an item to inventory

Jimmy
April 25, 2026 1 min read
  1. Click Items in the sidebar.
  2. Click Add New Item.
  3. Enter Item Name, Serial Number, Category, Location, Condition.
  4. Optionally enter purchase date, purchase price, vendor, warranty details.
  5. Click Save Item.

Items can be linked to a contact (if loaned out) or to a project (if assigned to a job).

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