Step by step
- Open the job and click Work & parts.
- In Add part, consumable or service, search the catalogue by name, SKU, part number or model. Items that fit the job's machine model are marked Fits.
- Not in the catalogue? Click Not in the catalogue? Add a one-off item and type the description and part number.
- Set Qty. Leave the price blank to use the catalogue price, or type one.
- Tick To order if the part is needed for a return visit, No charge if the customer is not charged, or Client supplied if the client provides it.
- Press Add.
What the labels mean
To order: needed for the return visit. Used by Parts required and by the record-visit form.
No charge: shown on the job but not charged.
Client supplied: the client company provided the part (not possible for parts to order).
From catalogue or One-off, and “price set manually” when you typed a price.
Remove a part
Press Remove on the part's row. Parts of an invoiced job cannot be removed (“this job is invoiced; correct it with a credit note”).
Works together with
- Set or change the price of a part on a jobEvery chargeable part needs a price before the job can be invoiced. Set it on the job, mark it free, and give a reason if the job is already finished.
- Parts & services (price list)Your catalogue of parts, toners and services with selling prices, used on jobs, quotes and invoices.
- StockHow many of each part you have in the main store and in every engineer's van, what is below its minimum and every movement.
- Parts arrived: book the return visitWhen an engineer ends a visit with Parts required, order the parts marked To order. When they arrive, press Return to fit (parts ready) to put the job back in the queue.
- Charges & approval on a jobSee what the job will bill before you invoice it: call-out, labour, travel, mileage, parts and access, what is covered by a contract or a free callback, the client's cost limit and quotes.