When a tech gets on site and needs something that isn't on the truck, they don't have to call the office and hope somebody writes it down. They send the request from the job.
Sending the request
On the job page in the mobile app, open Parts & labor and tap Request parts.
| Field | What to put in it |
|---|---|
| Part | What you need, in plain words — 45/5 dual run capacitor. |
| Quantity | Use the − and + to set the count. |
| Add another part | Repeat for as many lines as you need. |
| Note | Anything the office should know — needed today, unit is down. |
Tap Send to office.
Requesting a part does not charge the customer. Nothing lands on the job until the office prices it and approves it.
What the office does with it
The request arrives as a purchase order waiting on a decision, and whoever handles ordering gets a notification.
| Office action | What the tech sees |
|---|---|
| Approve | The request is confirmed and the parts get ordered. |
| Decline | The request closes, with the reason the office gave. |
Either way the tech gets a notification back on their phone — nobody has to chase it.
Seeing where a request stands
Open the job and look under Parts & labor. Requests you've sent sit in their own group with their current state, separate from the line items that are actually on the job.
No signal
Sending a parts request needs a connection. If the tech is in a dead zone the app says so rather than silently dropping it — try again once the phone is back on service.