Overview
This guide explains how the Item List works in BuildOps when Inventory is off and Item Categorization are turned on, and how to create and manage Items.
By the end of this guide, you will be able to:
Navigate the Item List table
Add Items to your Item List
Things to Consider
This article applies if:
Inventory is not enabled
Item Categorization is enabled
Before adding items:
Sales Tax should be set up in Accounting Settings
Items are created during Implementation
Items are available to technicians in the mobile app (based on permissions)
For accounting integrations, Sales & Expense GL accounts must be assigned or items may not sync
Item List Overview
The Item List includes more than just physical materials. It also contains things used throughout the system such as:
Labor
Fees
Taxes
Other non-material items
To access it:
Hover over your company name → Click Item List
The Item List table shows all Items in your system. Like other tables in BuildOps, you can use Saved Table Views to customize how the list is displayed.
You can also use the Keyword Search to quickly find an Item.
Common recommended Items:
Material (generic)
Labor
Fee
Truck Charge
Quote
Quote Deposit
Project Revenue
Kit (for flat-fee pricing)
If you are a Projects customer, also consider:
Change Order
SOV
Retainage
CO Tax
How to Create a New Item
On the Item List Section, click ADD ITEM in the upper-right corner of the Item List.
Fill in the required fields:
Basic Info
Category
Subcategory
Attributes
Selecting a category automatically requires you to choose a subcategory and the relevant attributes to complete the item setup.
Item Name
Product Code (optional)
Used for internal tracking or inventory
Special characters are not allowed if you are integrated with accounting (such as
< > & ' ")Even without accounting integration, special characters and duplicate values should be avoided
Item Description
Can match the Item Name or be more detailed
Item Type
Unit of Measure (UOM)
Examples: Each, Feet, Centimeter, fl oz
Manufacturer
Manufacturer Part #
Vendor (optional)
This does not affect purchasing logic and is not automatically used anywhere
Cost & Accounting
Unit Cost
The cost of the item to your business
Sales Account*
Required for Sage Intacct (with WIP) and QuickBooks
Expense Account*
Required for Sage Intacct (with WIP) and QuickBooks
Item GL Group (Intacct only)
Cost Code
Cost Type
Revenue Type
These are required for accurate reporting.
Tax
Taxable
Check this box if the item is taxable
For an Item to successfully sync to your accounting software, it must be assigned to the correct GL accounts.
3. Click ADD ITEM to save.
Item List and Pricebooks
Every Item you add to the Item List is automatically added to all Pricebooks.
If your Pricebooks use:
Markups
Price ranges
Then those pricing rules will be automatically applied to the new Item.
FAQs
Can I categorize my Item List?
Yes. BuildOps offers an Item Categorization feature.
Can technicians access Items in the mobile app?
Yes. With the right permissions, technicians can select Items in the Inventory section of a visit and add them to a Technician Report.