Products & commissioning · 4 min read

Add products to a space

Place equipment and assets in the room or zone where they will be surveyed, installed or commissioned.

LMLee Moss · DirectorUpdated 23 July 2026
Adding products to the correct space creates a reliable relationship between every item and its physical location.
  1. 01

    Open the project space

    Choose the project, open Spaces and select the room or zone where the item belongs.

  2. 02

    Select Add product

    Open the product picker, choose one or more library products and select the project spaces that should receive them.

    SiteSurvey add-products dialog for choosing reusable products, assigning spaces and setting quantities.
  3. 03

    Choose from the library

    Find the approved product and select it rather than creating a duplicate.

  4. 04

    Set the quantity and details

    Add the required number of items and any location-specific reference.

  5. 05

    Review the space

    Confirm every product appears under the correct room before field work begins.

Good to know

  • Add products before the visit when a design or equipment schedule is available.
  • Use separate records where identical products require unique serial numbers or test results.

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