Adding Items to Your Favorites List

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Overview

As a technician in the field, being efficient is crucial. Depending on your items list, you may find yourself searching hundreds, maybe even thousands of items, looking for that elusive diagnostic fee or other commonly used items. With the FieldEdge mobile application, you can store those commonly used items in a favorites list. Saving time when searching for commonly used items. Use the below steps to learn how to add an item to your favorites list on the FieldEdge mobile application.

  • Note: Each technician has their own unique favorites list. 

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Steps

 Use one of the two methods below to add an item to your favorites list.

Adding favorite items from a work order

1. From the FieldEdge mobile application, select Work Orders from the Home screen.

2. Choose the appropriate Work Order from the Work Orders List.

3. Swipe to the Items and Invoice screen. 

4. Click Add and use the Search Bar or Categories to find and select the item you want to favorite.

5. In the top left corner, click on the Star icon. This will turn gold to show the item as a favorite.

Your item has now been added to your favorites list. When adding items to a work order, you can click the Star icon, next to the search bar to display and select an item from your favorites list. Repeat these steps to add any other items to your favorites list. You can also click the gold star icon to remove an item from your favorites list.

Adding favorite items from the home screen

To add an item to your favorites list from the home screen, you will need to make sure the permission to Enable Pricebook Outside of Work Orders is enabled.

  • Note: If you cannot see the price book from the home screen on mobile, the permission is not enabled. Only an admin/manager on FieldEdge web can edit employee permissions.

1. In the top left corner of the FieldEdge mobile application, select the 3 lines (hamburger icon) to display the left side menu.

2. Select the Price Book option from the left side menu.

3. Click Add and use the Search Bar or Categories to find and select the item you want to favorite.

4. In the top left corner, click on the Star icon. This will turn gold to show the item as a favorite.

Your item has now been added to your favorites list. When adding items to a work order, you can click the Star icon, next to the search bar to display and select an item from your favorites list. Repeat these steps to add any other items to your favorites list. You can also click the gold star icon to remove an item from your favorites list.

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