▦ This week's availability
▣ Jobs — lifecycle board
Every job carries a lifecycle state — never just "incomplete". Click a job for its visit timeline and warranty status.
◑ Field Service — parts found on this call
On a service call you log the parts you find are needed, then submit them for the office to purchase —
the field-initiated purchasing flow.
Parts logged on this job
▥ Purchasing — field requests
Parts your techs found and requested from the field. Check the ones to buy, name the vendor, and cut a PO.
Authorizations — waiting on a decision
Field requests — cleared to buy
Purchase orders
▤ Inventory
Catalog
On hand — trucks & shop
◱ Facilities — recurring contracts
▧ Documents
Add a document
Client documents
Internal documents
⚑ Team Roles
One role per user drives what they can do — a field tech can request parts from the field but not order them.
