Step by step
- On the service desk, open Attention. Jobs waiting for parts show Parts required.
- Open the job and click Work & parts. Parts to order show To order.
- Order the parts.
- When they arrive, press Return to fit (parts ready).
- Plan the return visit in Dispatch or on the Calendar.
What happens
The job goes back to Assigned if it still has an engineer, or Unassigned if not.
Only jobs waiting for parts can be rebooked this way (“Only jobs waiting for parts can be rebooked.”).
Tips
- Set a Next action such as “Chase parts from supplier” with a date, so the job flags if the parts are late.
Works together with
- Add parts, consumables or services to a jobRecord parts fitted, toner supplied or services done on a job, from your price list or as a one-off. Mark parts to order for a return visit, free of charge or supplied by the client.
- Set the next action on a jobWrite down what has to happen next on a job, who does it and by when. If the time passes, the job shows “Next action overdue” on the service desk.
- Assign an engineer and plan the visitChoose the engineer, the planned visit time, the SLA deadline and the priority in the job's Dispatch card. The engineer sees the change straight away.
- 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.
- Job statuses explainedA job moves from Unassigned to Invoiced. Most changes come from the engineer's app; the office assigns, closes, sends back, reopens, invoices and cancels.