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Publishing Site Items

How to publish Items to Mobile Install

A
Written by Ashok P
Updated over a month ago

The Publish Site Items feature allows you to publish up to 5,000 products and labor items to Mobile Install for use when adding site items.

You should publish items that your technicians carry or stock in their vehicles.

publish site items button.jpg

You can also publish site items from the Labor Explorer.

publish site items labor.jpg

To use this feature, you must first mark all of the products and labor items you wish to publish to Mobile Install with the Publish to Mobile Install option selected.

publish to mobile install.jpg

You can also use the Mass Update feature to set this for multiple items simultaneously.

When you click the Publish Site Items button, the following dialog opens.

publish site items form.jpg

The fields that will transfer from SI to Mobile Install are Manufacturer, Model, Category, Subcategory, Description, Unit Price, and Taxable.

You can change the price type to choose which unit price will be used in Mobile Install for these site items.

price type.jpg

You can now use these products and labor items in Mobile Install when adding site items.

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