Inventory
Open Inventory (on phones the tab is Stock). Everything is per company.
Set policy on Account:
| Mode | What technicians do | Stock counts |
|---|---|---|
| Off | No part logging, no van tab | Office can still run inventory |
| Job parts | Scan or pick parts onto the job | Does not deduct warehouse/van |
| Stock (default) | Consume from the van (senior tech/owner can fall back to warehouse) | Counts move with each consume/receive/transfer |
Parts required: when this is on and mode is not Off, a tech cannot mark a job Completed until they log at least one part or confirm no parts were used. Owners skip that gate.
Office inventory
Section titled “Office inventory”From Inventory owners typically:
- Maintain items (SKU, name, category)
- Receive stock into a warehouse
- Transfer warehouse ↔ van or van ↔ van
- Adjust physical counts (counts can go negative so the shelf is the source of truth)
- Watch Alerts when a count caused a negative or a field sync conflict
Every quantity lives on a location: a warehouse bin or a vehicle. There is no “unlocated” pile.
Who can pull from where (Stock mode)
Section titled “Who can pull from where (Stock mode)”| Role | Consume from |
|---|---|
| Technician | Their assigned vehicle only |
| Senior technician | Van first, then warehouse if the van is short |
| Owner / admin | Any location |
Technicians cannot drive van quantity below zero; the office can when they need to.
Job parts and invoices
Section titled “Job parts and invoices”Parts on a job can be copied onto a draft invoice. Do that before you mark the invoice sent.
Field / offline
Section titled “Field / offline”Van picks made without signal sit in a queue and apply when the device is online. Failed movements show for the office to reconcile (often via Alerts) instead of retrying forever. See Offline & PWA and field parts.