Linking Parts to Service Jobs

When you use parts during a service job, link them to track usage, update inventory, and calculate job costs accurately.

Why Link Parts to Jobs?

• Inventory accuracy - Stock levels update automatically
• Cost tracking - Know the true cost of each job
• Customer invoicing - Parts appear on invoices
• Usage history - See which parts are used most

Adding Parts to a Job

From the Service Job

1. Open the service job
2. Scroll to the Parts section
3. Click Add Part
4. Search for the part by name or SKU
5. Enter the quantity used
6. Click Add to link the part

Quick Add

For common parts, use quick add:

1. In the parts section, start typing the part name
2. Select from the autocomplete suggestions
3. Adjust quantity if needed
4. Press Enter or click to add

Parts Section Overview

The parts section on a service job shows:

Editing Linked Parts

To change the quantity or details:

1. Find the part in the job's parts list
2. Click the Edit button
3. Update the quantity or price
4. Save changes

Inventory adjusts automatically based on quantity changes.

Removing Parts

If a part was added incorrectly:

1. Find the part in the list
2. Click the Remove button
3. Confirm removal

The part returns to inventory when removed.

Inventory Impact

When parts are linked to jobs:

Stock Deduction

Stock is deducted when you add parts to a job. This keeps inventory accurate in real-time.

Stock Return

If you remove a part or reduce quantity, stock is returned to inventory.

Low Stock Warnings

If adding a part would cause low stock, you'll see a warning. You can still proceed, but it's a reminder to reorder.

Cost Calculations

Parts affect job profitability:

Job Cost

Total parts cost = Sum of all linked parts (quantity x unit cost)

Customer Price

If you mark up parts:

• Set a sell price on each part
• The job total uses sell prices
• Your profit = Sell price - Unit cost

Cost Summary

The job summary shows:

• Parts cost
• Labor cost (if tracked)
• Total job cost

Parts History

View part usage history for any job:

1. Open the service job
2. Go to Activity or History tab
3. Part additions and removals are logged

This helps with disputes or auditing.

Bulk Part Operations

For jobs requiring many parts:

1. Click Bulk Add Parts
2. Select multiple parts from the list
3. Set quantities for each
4. Add all at once

Best Practices

• Add parts as you go - Link parts when they're installed
• Verify quantities - Double-check before saving
• Use correct pricing - Ensure unit costs are current
• Check stock first - Avoid surprises with out-of-stock items
• Document waste - Note any damaged or returned parts