How do I track parts used on a specific job?

Question

Need to track what parts my techs are actually using on jobs. Not seeing where this gets logged.

Is it in the mobile app? Do they enter it after? Need this for costing and restocking.

Running 12 techs across residential HVAC installs. Parts walk off jobs or we find out too late we're out of stock.

Priya Nair (Staff) · Accepted Answer

Hi Mike,

Happy to help! Josh and Art covered the mobile flow well. Here's the complete picture:

1. Enable Inventory Tracking
First, confirm Inventory Management is turned on in your account settings. If you don't see Parts & Materials sections, reach out and we can verify your plan.

2. Technician Workflow (Mobile)
- Open work order → Parts & Materials → Add Part
- Scan barcode or search by name/SKU
- Enter quantity Used (not just reserved)
- Tap Save to Work Order

3. What Happens Next
- Inventory decrements automatically
- Part usage appears on the work order PDF/invoice
- Available in your Parts Usage Report by technician, job, or date range

4. For Your Restocking Workflow
Set up Low Stock Alerts so you're notified before you hit zero. See this article for full steps.

One clarification: are your techs currently marking jobs complete without logging parts? If so, we can also set Parts Required as a completion rule.

Let me know!

Art Kowalczyk · Answer

in my experience the mobile part search is slow if your catalog is big. we just have techs write quantities on paper and office enters it later. not ideal but faster in the field. also if they add the wrong part there's no undo, only edit or delete which messes up inventory counts if you're not careful.