Summary


This article provides an overview of the new features of the Unit List Screen and highlights the enhanced functionality and customization options. The unit list screen allows users to conveniently view and manage all active units associated with a specific job site. With recent updates, this feature has become even more powerful, empowering users to tailor their unit list view to their specific needs.


ServiceBox previously displayed the unit name and description in the unit list screen by default. With the new customization options, users can now choose to include additional details, such as location, service interval, or contract information. This flexibility empowers users to tailor the unit list view to their specific needs.


Customizing the Default Unit List


A significant enhancement to the unit list screen is the ability for users to customize the displayed information. By accessing the settings tab, users can define which details they want to see in the unit list screen. Under the "Display Unit Fields in Unit List" section, users are presented with three options: location, service interval, and contract information. these options can be easily included in the unit list view by checking them off in the settings.  


  • Go to Settings
  • Click on Unit tab
  • Click on the checkbox next to the field you would like to be displayed on the Unit List screen.




  • You will see the fields displayed on the Unit List screen as shown below






These default fields can be found on the Unit level form 

  • Open a Job Site
  • Click on the Unit tab
  • Click on the specific unit 
  • Click on Edit button



Customizing the Custom fields Unit List

In addition to the default fields, users can also leverage custom fields to further enhance the unit list screen. Custom fields can be defined based on specific business requirements, allowing users to capture and display unique unit information such as make, model serial number etc. When custom fields are set up on the unit level, users can choose whether to display that information on the unit list screen.


  • Go to Settings
  • Click on Unit Tab
  • Click on Custom fields
  • Click on Edit button besides the name of the field you would like to display




  • Click on the checkbox "Display On Unit List"



  • You will see the Custom fields displayed on the Unit List screen as shown below




Filtering and Search Functionality


The updated unit list screen also introduces powerful filtering and search capabilities. Users can filter their unit list based on the information displayed, enabling efficient searches for specific units. Whether searching by location, make and model number, or any other relevant field, users can quickly find the units they need, enhancing productivity and streamlining operations.


For further assistance or inquiries regarding the Invoice List Screen, reach out to the dedicated support team at [email protected]