Add Spot Purchases/Miscellaneous Costs to a Work Order

Within the system, the term “spot purchases” refers to any materials used in service of the work order which were not being tracked in inventory. The term “miscellaneous” is a catchall phrase for any other costs incurred while performing work. If you want to enter spot purchase costs or miscellaneous costs to a work order, complete the following steps:

1. Locate and tap the work order to which you want to add spot purchases and/or miscellaneous costs.
2. On the default Work Order details screen, scroll to the bottom and tap the All Costs field. Show me

3. On the Costs screen, tap the Add > link in the Spot Purchases row. Show me

4. On the Add Purchase Cost screen that appears, enter a description of the spot purchase in the Desc field. Show me

5. Enter the item cost in the Unit Cost field.
6. Enter the number of items you purchased in the Quantity field.
7. Tap the Save button.
8. To enter a Miscellaneous cost, tap the Add > link in the Miscellaneous row of the Costs screen. Show me

9. On the Add Misc Cost screen that appears, enter a description of the miscellaneous purchase in the Desc field. Show me

10. Enter the item cost in the Price field.
11. Enter the number of items you purchased in the Quantity field.
12. Tap the Save button to return to the Costs screen where all of the spot purchases and miscellaneous costs are listed together.
13. Tap the Back button on the phone to return to the Work Order details screen.