Service items

The products and usual quantities a service visit on a customer item normally needs.

Last updated 15 Oct 2026

Overview

A service item list is the parts a particular piece of customer equipment usually eats on a service visit - the filters, seals and consumables for that heat pump, that pump, that roller door. Set it up once against the item and the team member servicing it gets the list on their phone instead of working it out from memory.

Where to find it

Open a customer, expand the item, and click Service Items. You can also reach it from the item’s own history view.

Note

The button is admin-only. Everybody else still sees the finished list, read-only, on the item history view - they just cannot change it.

The screen is there whenever your accounting system can do customer items and can post lines to a job, which both Infusion Online and Infusion Elite can.

Your business may have renamed the button. If yours says something like Maintenance Items or Service Kit, that is the same screen.

What a line holds

Each line is a product, the quantity that visit usually uses, and where the part usually comes from.

There are no prices here, on purpose. A service item says what and how many; what it costs is your accounting system’s business, worked out when the lines are actually put on a job. It also means the list is safe to show a team member who should not see your margins.

Where the part comes from

The Usually column says whether that part is normally On a PO or From stock. It is a default, not a rule - whoever orders the parts can still change it on the day.

New lines start on On a PO, which is what every list did before this column existed, so nothing changed shape for lists you had already set up.

Use Add line for a product row, and Add note for a text-only line - a reminder to the office that belongs with the list but is not something you order.

Filling the list faster

You rarely start from nothing:

Copy from… pulls in the lines from another item, which is the quickest route when you have twenty near-identical units across a site.
Clear list empties it if you would rather start again.

Import kitset… reads a kitset straight out of Infusion Elite. Enter the Kitset product code - for example 1007 - and click Import, and its components are added as lines with the kitset’s own quantities. They are appended, so a kitset can top up a list you have already started rather than replacing it.

The Service Items Templates screen, listing each template with its line count and how many items use it — Service Items Templates, reached from the hamburger menu under Products & Items - shown here before any template exists.

Ordering a whole list at once

On Order/Allocate Parts, the templates appear at the top of the product list as Template: <name>. Pick one and every orderable part on it is added in one go, each already set to come from stock or go on a purchase order the way the list says.

You are not locked into that: before adding, you can switch the whole template to all-on-a-PO or all-from-stock. Parts already on the order are skipped rather than duplicated, and it tells you how many it left out.

Note

A job only offers Order/Allocate Parts once its item has at least one part on its own list. A template alone is not enough to make the option appear on the job.

Lists by item type

You do not have to set up every item individually. A list can be saved as a template against an item type, and every item of that type uses it.

The rule is one line long: an item uses its own list if it has one, and its type’s template if it does not. So the template covers the fleet, and an item that needs something different gets its own list which wins.

The screen tells you which one you are looking at - a heading saying the list is in use from a template, or that this item has its own.

Saving

The whole list is saved as one unit. There is no save-per-row: Save replaces the list with exactly the rows on screen, in the order they appear, so reordering or deleting a row takes effect on save like any other edit. Leaving without saving discards the lot, and the screen warns you first.

What the team member sees

On the job, the team member gets these lines offered on the Create tab with a count beside them, and picks what they actually used. They see what was ordered for that job, not the whole catalogue - so a long list does not slow them down.