Industries

Purpose: Businesses complete works related to different industries such as Field Service, Renewables, Appliance Technical Services, Fire, Security, Electrical, HVAC, Heating, and Plumbing. Industries allow for parts and custom forms to be organised by industry.

 

Related guides:
Categories & Sub-categories


View and Add

1. Go to the profile icon > Settings > use search functionality or navigate via the left-handed 'Categories' area > Industries.

2 . Add a industry > enter industry description in 'Industry' > click 'Add Industry'

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Edit

1. Go to Settings > Industries > Existing industry > click 'Edit' against an industry > edit details > Save

 

Delete - Deletion is irreversible

1. Go to Settings > Industries > Existing industry > click 'Delete' against an industry > type 'Delete' > click Delete. 

Error warning if an industry can not be deleted:
- This industry is associated with parts.