Work Order Parts

The parts card displays all parts added by the parts department and the technician. If the technician has access to a part location, they will have a “+” sign in the top right of the card. Tapping on the “+” sign will open a pop up where the technician can add parts. 

NOTE: Technicians can only add parts from their part locations and can only remove parts that they have added to the work order. 

Tap on the part location name (if only 1 part location, it will automatically be selected and the location of the parts will be opened), then press Select at bottom.

The parts list will be opened where the technician can search by part number or description, select the desired part(s), and tap [Select] at the bottom of the screen.  

TIP: Technicians have the ability to flag their frequently used parts by tapping on the star next to the part in the parts list. This will move the parts to the top of the page. 

TIP: Technicians can press the 'eye' icon to view availability of the part from other locations and request the part. The part request is sent to HQ in Service/Part Requests.

By default, a quantity of 1 is used. The technician can change the quantity by pressing the pencil icon. Press [Add] to add the parts to the work order.

NOTE: When purchasing parts or a part is not available, we highly recommend using the Parts Request. This allows the parts department to bill what they would like for this part and add it to the work order. When first entering the parts list, with no parts selected, the 'Request a part?' button is available. Click here to learn more.

NOTE: If enabled in Company Settings>Technician Capabilities, [Part Not Found] can be used to add a part to the work order from outside of the parts list.