Task Management & Ordering Parts

New Contributor III

Looking for information on how HVAC companies use/leverage task management when ordering parts.  We are adding a warehouse/parts FTE and need to set up a process for communicating when parts are needed, when ordered, when in stock so job can be booked.  Thanks in advance for your assistance.


New Contributor III

Our HVAC sales tech either orders the equipment needed directly or contacts our Purchasing clerk to order it. Job automatically gets tagged that a PO is pending/sent. When the equipment is received in the warehouse, the tag auto updated and notifications are automatically sent out to all interested parties. This is all configurable in ST using the alerts system and purchasing/inventory module.