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Catalog

Boom Support avatar
Written by Boom Support
Updated over 11 months ago

The Catalog is where you define your tasks, serving as a template for new tasks created using the “+ New Service Call” button .

It includes the task category, characteristics, assigned personnel, pricing, and whether the expense applies to the property owner or management company. It also specifies who will approve the task upon completion and provides an option to add checklists.

Each catalog is associated to a department (Division) and has a main topic (Topic) and a sub-topic (Category).

Thanks to the Catalog, tasks can be measured and analyzed in the BI Analytics module.

Create Your Catalog Item

Boom has provided some default catalog items to help you get started.

Follow these steps to create your own catalog items:

  1. In Boom click on the Main Menu in the top left-hand corner, then click under Operations module.

  2. Click on the "Create Catalog" button

  3. Fill in the form with the basic settings:

    1. Division: Select the department the task belongs to.

    2. Topic: Choose the main topic that best defines the task, such as “Cleaning.” (To add a new topic, enter the name and hit Enter.)

    3. Category: Select the sub-topic of the task, like “Full Cleaning.” (To add a new sub-topic, enter the name and hit Enter.)

    4. Long Description: Add a detailed description of the task.

    5. Approver: Select a user whose approval is required upon task completion

    6. Charged to: Determine whether the expense should be associated with the property owner or the company.

    7. Expense type: Select the expense type, such as “Cleaning Services.”

    8. Checklist: Add your checklist (subtasks) as explained below in the article

  4. Click on Save

  5. Locate the catalog items you just created and click on the pencil icon to further define your catalog item

    1. Auto Attach Task To Taskim Sections:

      This field allows you to automatically add tasks created using this catalog to a selected Tasks board. simply search for the tasks board and select it

    2. Assigned person: switch from Contractors to Personnel

    3. Set the min and max amount that will require a manager approval upon task completion

    4. Set a fixed or hourly price

  6. Click on Save

Any new tasks created using this catalog item will follow the settings you have defined in the catalog.

Checklists

A checklist is a feature used to display a set of subtasks related to a main task. It helps ensure that all necessary steps or chores are completed. For example, in a cleaning task, a checklist might include specific actions to ensure nothing is missed.

Checklist Options

Inspection mode

This is turned on by default. When enabled, subtasks will display a ✔️ or ❌ to indicate task status. When turned off, a combo field allows you to select the task status.

Dup by

This option allows you to duplicate subtasks based on the number of bedrooms or bathrooms the property has. It’s useful for tasks like full cleaning, where you want to replicate tasks for each bedroom or bathroom.

Note that you can duplicate a whole list or only a specific subtasks

Type

Similar to “Inspection Mode,” this option allows you to change the status indication from a simple yes/no to selecting a status from a combo field.

Only If amenity

You can specify that this subtask is displayed only if the property has the selected amenity; otherwise, it will not be shown.

Pic

When checked, the user must upload a picture in the subtasks as proof of completion. The task cannot be completed without uploading a photo.

Rating

When checked, the user must rate from 1-5. This is useful for indicating the condition of an item on a scale of 1-5.

Add a Checklist

To add a checklist:

  1. In Boom click on the Main Menu in the top left-hand corner, then click Operations, then Field Ops. Once in Field Ops click on the Catalog in the sub-menu

  2. Either create a new catalog or click on the pencil icon to edit an existing one.

  3. Scroll down to the "Checklist" section

  4. Give your list a name in the "New list" field, and click on the "+ Add List" button

  5. Now add your subtasks

    1. Under the Description add the task action

    2. If you wish to require a pic as proof check the box next to it

    3. Click on the "+ Task" button next to the list name to add another subtask under that list and repeat steps 5a and 5b

    4. To add a new list repeat Step 4

  6. Scroll to the bottom and Save the catalog item

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