Quick Add: put your most-used items first on service reports

Quick Add puts the inventory items your techs use most at the top of the list when they add inventory to a service report. Pick up to 10 items on the Inventory page, and your techs can choose them without searching.

Add an item to Quick Add

1. Click Inventory in the left menu.
2. Click the pencil icon on the item's row to open Edit item.
3. On the Item detail tab, scroll down and check Quick Add item.
4. Click Save.

Hover over the ? next to the checkbox to see how many of your 10 spots are in use, for example "6 of 10 designated".

Repeat these steps for each item you want on the list. Good choices are the chemicals and parts your techs log on most visits, such as liquid chlorine, muriatic acid, shock and tabs.

See what is on your Quick Add list

1. On the Inventory page, click the Quick Add filter above the list.
2. Check Quick Add items. The list now shows only the items you have chosen.
3. Click Clear filters to return to your full inventory.

The same filter has a Not Quick Add option, which shows everything that is not on the list.

What your techs see

When a tech adds inventory to a service report, your Quick Add items are listed first. The rest of your inventory follows below them, and the search box still finds any item.

Every tech sees the same Quick Add items, because the list is set on the inventory item and not on the tech.

When the list is full

Quick Add holds 10 items. Once all 10 spots are used, the Quick Add item checkbox is greyed out on every other item, and the tip next to it reads "Quick Add is full (10 of 10). Remove one before adding another."

To swap one item for another:

1. Open an item that is on the list, uncheck Quick Add item and click Save.
2. Open the item you want to add, check Quick Add item and click Save.

Related articles

• Add and track inventory items
• Service report to invoice

Questions? Email help@poolofficemanager.com or call 614-710-0074.