We are having a problem with techs being able to properly charge material to a job via the mobile ap. What’s happening starts with how we build service tasks. When we build these, we try to include the equipment and materials normally required to complete the task. For example, the task to sell a water heater would include the water heater in the equipment list and an expansion tank and various connectors and fittings in the materials section. When the sales staff configures a water heater estimate, this material and equipment is automatically included in the estimate’s cost, so he/she can price it based on that cost. When this is generated to a job, the equipment and materials are also put on the job, but no inventory warehouse source or serial numbers are included. On the office side, this makes it easy to identify the automatically included items that have not yet been sourced, as they show up with a red pencil on the job. If we charge one of these items to the job from the warehouse, (using office software), we just click the red pencil, identify the source, and that's it. On the mobile side, however, there does not appear to be any such indication that the item hasn’t been sourced. When the tech removes one of the pre-built items from his truck, he doesn’t see that the pre-built item hasn’t been sourced so he simply adds the item to the job, with the end result being that the item is duplicated on the job and the job shows as in error because unsourced items exist. Am I missing something on the mobile ap that perhaps someone can tell me about, or is this just something that should be added to ideas?
Mike M CPA & Operations in KC, (go Chiefs)
