Manual
Store
The quantity on the shelf is your responsibility. The office reserves a part for a job. You issue it when it leaves the shelf, after the job has been opened.
The catalog
- Parts lists the stock for each site. Add a part with a code, a name, the quantity on hand, and a minimum.
- The code is unique at that site. The same code at another site is a different row.
- A row below its minimum is marked. It counts as critical on the dashboard when that part is also reserved on an open job.
On a job
- A planner, a supervisor, or an admin reserves a quantity. The quantity on hand does not change.
- Issue takes that quantity off the shelf. You can issue up to the amount reserved, and only what is actually on hand.
- Return puts stock back, up to the amount that was issued.
- Issue and return both ask you to confirm. Both need a connection at that moment. Neither one waits in a queue.
- You can set a job to Waiting for parts, and you can resume it. Starting a job, and completing it, stay with the technician and the office.
- Checklist marks and photos stay with the people doing the work.
Your sign-in
My account sets a new password after you enter the current one. Other sessions are signed out. In Field, the person icon opens this page. Forgot password, on the sign-in screen, sends one link. The link expires in 30 minutes. Sign out asks you to confirm. Choose Back to stay signed in.