Item Subcategories

Item Subcategories allow you to segment different Items within an Item Category. This is particularly useful when you might have different types of similar Items, e.g., Bermuda, Zoysia, Centipede, & St. Augustine are all types of Sod (Material Items). 

How to Create & Apply Item Subcategories 

  1. Navigate to Admin  >  Items  >  Item Subcategories

  2. Select New Item Subcategory

  3. Enter a Name

  4. Assign the Item Subcategory to at least one Item Category

  5. Select Create Item Subcategory

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  6. Navigate to Admin > Items > Items

  7. Select New Item or Edit an existing Item

  8. Select the Item Subcategory

  9. Select Save & Close or Update & Close

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Additional Notes:

  • Item Subcategories do not sync with Quickbooks

  • Item Subcategories are included in the Items Report 

  • Item Subcategories can be used to filter the Calendar & Route Planner pages

  • The My Day page includes Item Subcategory totals

  • You can view the Summary table on the Job edit page by Subcategory Totals, & even Update Margins by Subcategory 

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