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Materials

Materials are the parts and components your team uses when carrying out service work — filters, valves, belts, sensors, fuses, lubricants, or anything else you keep in stock and use on jobs.

Every material has a record in the system with its SKU, name, current stock level, unit price, and reorder threshold. When materials are used on a job, the system can pull from these records to track consumption and cost.

What you can track per material

Section titled “What you can track per material”
  • SKU — a unique code that identifies the material across all your records
  • Name — what you call it
  • Description — optional additional detail
  • Manufacturer and vendor — who makes it and who you buy it from
  • Part number — the manufacturer’s own reference number, if different from your SKU
  • Stock quantity — how many units you currently have on hand
  • Unit price — the cost per unit
  • Reorder level — the stock quantity at which you’d want to reorder
  • Location — where in your warehouse or van it’s stored
  • Units of measure — how the material is measured and in what units it can be broken down
  • Categories — group materials by type for easier filtering
  • Common names — alternative names or terms someone might search for
  • Attachments — datasheets, safety information, photos
  • Job history — all jobs where this material was used
  • Change history — who changed what and when

Who can edit materials

Section titled “Who can edit materials”

Dispatchers can create and edit any material. Employees can create materials and edit materials they created themselves. If an employee opens a material they didn’t create, the form is read-only.

Favorites

Section titled “Favorites”

Anyone can star a material to mark it as a favorite. Favorites are personal — starring a material only changes what you see and has no effect on your teammates’ lists. Use the Favorites filter on the materials list to show only the materials you’ve starred. See Managing Materials for how this works on the list.

Sections in this chapter

Section titled “Sections in this chapter”