Add or Edit a Line Item

Line Items are used to create contracts in OpX. A contract is built using line items to specify the conditions. Contracts can be used to bid out specific tasks, such as repairing sidewalks or pruning trees.

1. From the home page, click Admin and click Contract Line Items.
2. In the Line Items panel, click Add record to add a new line item.

3. Enter the Description of the line item, select a Unit of Measure, and click Add.

NOTE: The Unit of Measure drop-down list is populated in Preferences under Custom Codes > UNITMEAS.

TIP: You can filter the list of records displayed. See Filter Records for more information.

4. To edit a Line Item, select it from the Line Items panel, and make the desired changes in the Line Item Details panel.

NOTE: Your changes are automatically saved, and the changes are verified by a notification at the bottom of the page.

Once a line item has been added, select which fields are tracked in the Audit Log. See Configure the Audit Log for Respond or OpX for more information.