Recording Parts On A Check
Every part or material fitted during a visit can be recorded on the check itself, so the office never has to reconstruct what was used from memory. Each part carries the details invoicing needs later.
- Add a part with its name, cost, charge, SKU or barcode, quantity, and an optional note (for example, fitted to boiler or supplied by tenant).
- Pick from van stock to fill the details from the stock loaded for you, and tick Deduct stock to keep stock counts honest; the deduction happens on the server as the part is added.
- Captured parts are pulled into the draft quote when the office creates one from the check; the review happens on that quote.
- Working offline: parts queue on the device and retry when the connection returns; a Pending badge shows anything still waiting to save.