Using Item Categorization and Item Types
We’ve enhanced how you organize and manage your items in BuildOps. You can now create structured categories, assign item types, and access these features across both web and mobile making your inventory easier to navigate and control.
Item Categorization (Web)
Item Categorization lets you organize your Item List using categories, subcategories, and attributes. This helps your team quickly locate items and maintain consistency across large inventories.
Key Capabilities
Create categories and subcategories that match your business structure (e.g., HVAC, Plumbing, Electrical).
Add custom attributes (like Brand, Material, Voltage) for detailed filtering.
Use category filters when searching for items, creating purchase orders, or adding items to shopping carts.
Categories are optional. You can choose to use them only when needed.
Setting Up Categories
Go to Item List → Categories.
Click + Add Category and name it (e.g., “HVAC”).
Add Subcategories and Attributes as needed.
Click Save to apply changes.
Assigning Categories to Items
When creating or editing an item:
Select the Category and Subcategory.
(Optional) Add Attribute values to improve filtering.
Click Save.
Note:
Selecting a Category automatically requires a Subcategory and Attribute to be selected as well.
Filtering by Category
Once categories are set up, you can:
Filter items directly on the Item List.
Use category filters when creating Purchase Orders.
Quickly find items when adding them to a shopping cart.
Mobile Item Categorization
You can now view and filter categorized items directly from the BuildOps mobile app.
What You Can Do
See each item’s category, subcategory, and attributes when selecting items.
Filter inventory using the same structure you set up on web.
Maintain consistency between office and field operations.
Before
After
No additional setup is required — once categories are defined on web, they automatically appear in the mobile app.
Item Types
Item Types define the purpose and accounting behavior of each item. You can classify items as Inventory, Non-Inventory, or Fee.
Item Type | Description |
Inventory | Used for materials or parts that affect warehouse or truck stock. |
Non-Inventory | Used for services or non-stock materials that don’t impact inventory counts or costs. |
Fee | Behaves like Non-Inventory, but can also be used as an automatic charge on invoices. |
Adding Item Types
When creating a new item:
Go to Item List → + Add Item.
Select the appropriate Item Type from the dropdown.
Complete the rest of the item details and click Save.
Item Type drop-down values when Inventory Tracking is disabled
Item Type drop-down values when Inventory Tracking is enabled
Note:
Once an Item Type is saved, it cannot be changed later.
The Inventory type only appears if your company has Inventory Tracking enabled.
Viewing Item Types
You’ll now see a Type column in the Item List showing each item’s classification.
You can sort or filter by type to quickly identify material vs. non-material items.