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Topics

Help article for the Service Manager Topics screen, covering listing, creating, editing, and deleting line-item topics.

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Topics

Topics let you group the services, materials, and other line items in your catalog into named categories, so they are easier to find and organize when you build estimates and invoices.

What you can do here

  • See a list of all your topics.
  • Add a new topic with the "New Topic" button. The form asks for:
    • Topic: the name of the category (required).
    • Topic No: an optional reference code for the topic, if you use one.
    • Description: optional notes about what belongs in this topic.
  • Edit an existing topic by selecting the pencil (edit) icon on its row.
  • Delete a topic by selecting the trash icon. NuForce will not let you delete a topic that is still assigned to any line items: you will see a message telling you how many items are using it, so you can reassign or remove them first before trying again.

Steps

Create a topic

  1. Select "New Topic".
  2. Enter a Topic name.
  3. Optionally add a Topic No and a Description.
  4. Select Save.

Edit or delete a topic

  1. Find the topic in the list.
  2. Select the pencil icon to change its name, number, or description, then Save.
  3. Select the trash icon to delete it, and confirm when asked. This action cannot be undone.
  • /help/service-manager/lineitems
  • /help/service-manager/lineitems/pricecharts
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