Adding Parts & Services to a Work Order

Overview

Technicians can add services and parts directly from the Service tab when additional work or materials are needed.

Add Services

To add a service:

→ Open the work order.
→ Go to the Service tab.
→ Select the blue + Action button in the bottom-right corner.
→ Search for and select the required Service(s).
→ Select Submit.

Add Parts

To add a part:

→ Select Add Part under the added Service.
→ Search for and select the required part.
→ Select Submit.

Additional Information

• Services and Parts can also be added using the barcode scanner.
• Barcode scanning is only available if office staff have added barcode numbers to the corresponding Services and Parts.
  

Additional Information

• A Service can be added at any point during the work order by selecting the blue + Action button.
• If Post-Service Inspection questions do not appear after adding a Service:
  • The Service does not have inspection questions assigned.
  • Notify office staff so they can add the required questions.

See How to Add Pre-Service and Post-Service Inspection Questions for setup instructions.