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Operations · Lesson 55 · 3 min 3 s · Phone

Stock: parts used on jobs and My van

On the phone: My van, using parts on a job and when closing it, the cost on the job and its asset, and what To check is for.

What's in this video

  1. On the phone, engineers can see exactly what's in their own van. Tap Menu, then Stock, and then My van.
  2. Here's everything in Owen's van, Van 3, and how many are left. Search to find a part quickly.
  3. Used one on a job? Tap Use on a job. Your own jobs come first. Choose the job, set how many, and tap Use on this job.
  4. It comes off the van, and goes onto that job's costs. Return to store sends parts back to a store instead.
  5. You can also add parts on the job itself. Open Work Orders, and tap the job.
  6. Under Parts used, tap Use parts. Choose where they came from: your van, or a store.
  7. Find the part, and set how many. Two compression elbows. Then tap Add to job.
  8. Took one too many? Give back puts parts back in your van, or a store.
  9. Most of the time, though, you'll record parts as you close the job. Tap Close, and fill it in as usual: what you found, and what you did.
  10. Then Parts used. Add anything you took from your van or a store, or leave it empty if you used none. Here, a roll of PTFE tape, and a fuse.
  11. Tap Complete job. With no signal, the parts are sent with the job as soon as you're back online.
  12. There were no fuses in Van 3, so that one couldn't come off stock there. The job still closes. Nothing is refused: it waits for a manager to check.
  13. Now the office. Here's the staff room job, opened by Hannah. Parts used shows each part with its cost at the average price, and the total, Parts from stock.
  14. That total goes onto the job's Cost Lines by itself. And when a job is on an asset, every part is kept against it. In Stock, History shows the boiler job's parts went on Boiler 1.
  15. The fuse is under Stock, To check. Choose where it really came from, and tap Take from there. Or dismiss it, with a note saying why.
  16. So parts come off stock as your team works, and every job carries its own cost.
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