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How to Create & Use a Set of Parts
How to Create & Use a Set of Parts

Add multiple parts to a set, then add a whole set to a work order! This way, you don't need to add each part individually into a work order

Jason Visenberg avatar
Written by Jason Visenberg
Updated over a week ago

Available On: Starter, Professional and Business Plus


If you frequently use a specific set of parts in your Work Orders, our Sets of Parts feature allows you to link them together. No more manual addition of each part to the work order! This time-saving feature enhances your efficiency. 🛠️⏱️


How to Create a Set of Parts

  1. Navigate to the Parts Section

  2. Click on the Set of Parts Tab

  3. Select + Set

  4. Name the Set

  5. Add the Parts

  6. Select Add Set of Parts


How to Add a Set of Parts to a Work Order

  1. Click on the desired Work Order

  2. Select Add Part

  3. Then click the Set of Parts Tab

  4. And click the Desired Set!

NOTE: At this time, you cannot specify a fixed quantity to the parts within a set. You'll need to first add the set to the work order, then adjust the quantity!

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