The Catalog — Components, Equipment, and Services
The Catalog (Assets → Parts) is the single list of everything you can put on a work order, quote, or invoice. Every item has a type that decides how it behaves.
The three types
| Type | Carries stock? | Typical use |
|---|---|---|
| Component | Yes | Consumables you fit — filters, fittings, fuses, gas |
| Equipment | Yes | A whole unit you sell/install — a pump, a compressor |
| Service | No | A non-physical charge — diagnostic, call-out, transport |
Components and Equipment behave like inventory: they have an on-hand count per warehouse, a reorder threshold, and they deduct from stock when a work order completes. Services are pure charges — they have a price but no stock.
Setting an item's type
On Assets → Parts → New (or editing an item), pick the Item type. You can also change the type of several items at once from the list: select the rows, then use the bulk Set type control.
Heads-up: switching an item to Service clears its stock — a service has nothing to deplete, so its on-hand count goes to zero. The "i" tooltip next to the bulk control reminds you of this at the moment you do it.
How a Service is priced
When an item's type is Service, a Service pricing option appears with three modes:
- Fixed — one flat price, however long the job takes (e.g. €90 diagnostic).
- By time — hourly rate × hours (e.g. €60/h specialist labor billed as a service line).
- Base + time — a fixed base plus hourly rate × hours (e.g. €40 call-out + €60/h on site).
Time-priced services bill in the Services total of a work order, not under Labor — Labor stays reserved for time tracked from the mobile timer against your labor-rate cards. The "i" tooltip on the pricing field spells this out.
Where the Catalog is used
- Work orders — the Materials & Services panel pulls from the Catalog; the item's type decides whether it's a Material (stocked) or a Service.
- Quotes and invoices — the same items, so pricing is consistent from estimate to bill.
Tips
- Keep Equipment for things with a serial number you want to track after install; keep Components for consumables you just burn down.
- If you bill a recurring flat fee (monthly monitoring, an annual visit), a Fixed Service item is the cleanest way to put it on an invoice.
Related: Materials, Services, and Labor on a work order · Warehouses, parts, and multi-location stock