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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 this week

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! Set the parts and their quantity to get them quickly added to your Work Orders.🛠️⏱️


How to Create a Set of Parts

  1. Navigate to the Parts Section

  2. Click on the Set of Parts Tab

  3. Select Create Set

  4. Name the Set

  5. Add the Parts and their respective quantities

  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 Sets Tab

  4. And click the Desired Set(s)!

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