switch convert faq activities/ materials convert material convert material to service convert activity activity to service materials/activities convert to service How Do I Convert an Material (previously Activity) to a Service?

Anything that you want to indicate as Completed would go under Services (ie. Inspection Completed). Services can be anything that you want a Yes or No answer to and typically are billable items.  For more information on Services, click HERE.

If you have any Materials (previously known as Activities) in your account that you wish to convert to Services instead, you can do so by following the steps below.

  1. Click on Settings and Materials.
  2. Select the Material you wish to update.
  3. As long as you do not need to track quantities, and the Invoice Type for the material is set to Not Billable or Per App (Fixed Price) you will see a Convert to Service button (as shown below).  Click this button to convert.2019-10-08_08_53_16-LMNWeb3___Material_Activities_Setting.png
  4. When asked if you're sure, click OK.

Comments

0 comments
Article is closed for comments.