Add Parts, Packages, and Tasks to Work Order

Step 1: Under "Actions", tap "Add To Invoice"

This will take you to the Tasks, Parts, Packages menu.

Step 2: Select an Addition

Tap any of the three tabs (Tasks, Parts, Packages) at the top of the menu to select your addition type. The chosen type will be highlighted white.

Step 3: Search for your desired item(s)

Note: Multiple items can be selected in these menus.

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‍Use the Search Bar

If you know the exact name of the item you're looking for, simply type the name here.

When the product appears in the search dropdown, tap it to highlight it in blue.

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OR

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Use the "Select Category" Dropdown

The exact layout of this route will vary depending on how your shop is set up.

Tap any category to access its subcategories. Continue to do this until you find the item you're looking for, then tap it to highlight it in blue.

Step 4: Tap "Add to Invoice"

Tap the green "Add to Invoice" button in order to add the blue-highlighted item(s) to your invoice. You'll now see the newly added task, part, or package in the work order panel to the right.