Docs/Scheduling and Field Work

Parts, Van Stock, PartScan, and CodeScan

Parts, van stock, PartScan and CodeScan record materials used on a check, pulled from stock or captured by camera.

For: Engineers and the office teams who invoice their work3 min read3 sections

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 your organisation’s stock list, and tick Deduct stock to keep stock counts honest.
  • Parts marked for invoice review surface on the office check view, where they feed quote drafts.
  • Working offline: parts queue on the device and retry when the connection returns; a Pending badge shows anything still waiting to save.

PartScan and CodeScan

Two camera assists take the typing out of parts capture. As with PlateScan and FlueScan, nothing is written until the engineer confirms it.

  • PartScan reads a photo of the part and suggests the part name, SKU, and a price hint. It needs a connection, and you review every field before adding.
  • CodeScan reads a barcode or QR code on the device itself, so it works offline, and routes the code to the right van-stock item, appliance, or manufacturer link.
  • A part added from a photo keeps a Photo scan provenance marker, so the office can see how it was captured.

Troubleshooting

  • PartScan unavailable: it needs a connection; use CodeScan or add the part manually and it will queue offline.
  • Wrong stock item matched: pick the correct van-stock item before ticking Deduct stock.
  • Part stuck on Pending: keep the app open on a stable connection so the queue can retry, or remove the pending row and re-add.

Van Stock and Invoice Review

  • Van stock is managed in Settings, so the office controls the stock list engineers pick from.
  • Low-stock warnings appear against the parts panel when a picked item is running out.
  • The parts panel totals what is awaiting invoice review and the charge value it represents, so nothing billable is forgotten.
  • Review flagged parts from the office check view before quoting or invoicing the client.

Was this page useful?