Add service parts, inventory, labor, and estimates

In Service Tickets & Work Orders

Build the estimate on the work order so pricing and stock stay connected to the service record.

Work order labor and parts with stock and estimate totals

  1. Add catalog labor, custom labor, parts, and other approved line items.
  2. For an inventoried part, verify the live stock quantity before promising it to the customer.
  3. Add quantities and prices, then review discounts, member rates, tax, deposit, and balance.
  4. Save the estimate and compare it with the customer's authorized limit.
  5. If a needed part is unavailable, change the work order to Waiting on parts and record what is outstanding.
  6. When parts arrive, update the line items and move the job forward.

Avoid replacing an original estimate without a record of the change. If the new total exceeds authorization, pause the affected work and request approval.

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