Request from the work order
The field order is tied to the ServiceTrade WO, so purchasing is not a separate thread.
All integrations
Field service
ServiceTrade
A tech requests material from the ServiceTrade work order. The WO, the cost code, and the date it is needed stay on the order through delivery.
What moves
- Work order number
- Cost code on the job
- Needed-by date
- Order status and field receipt
Status on the phone
The tech sees what is in transit, what is short, and what arrived, without calling the office.
Receipt before the invoice
Delivery is confirmed against the order in the field before the vendor bill is trusted.
See it on one job.
A thirty-minute walkthrough of this chain on your stack.