Add Parts & Materials Costs to a Work Order (Apple iOS Devices)

Within the system, the term “costs” is used to refer to labor, parts and materials, spot purchases, and/or miscellaneous costs. Although costs can be added at the end of a work order, it is often more convenient to add them as you go so that you do not forget anything.

To add parts and materials tracked in the inventory feature and stored in stock locations, such as your truck or a store room, complete the following steps:

1. On the Work Order details screen, scroll down and tap the Materials row. Show me

2. On the Materials Costs screen that appears, tap the Add Materials Cost row. Show me

Note: If costs have already been added to the work order, the screen might look slightly different than the example shown above.

3. On the Find Material screen, search for a product or manufacturer by entering at least two letters in at least one of the fields and tapping the (Search) icon in the top right corner of the screen. Show me

Note: If your search returns no data, tap the Find Material button in the top left corner of the screen to return to the Find Material field and try a different set of search criteria. If you still do not see anything, stock locations might not be set up in the system.

4. Tap the name of the product that you want to add to the work order. Show me

An Add Materials screen opens, displaying the specific details, location, and default price of the selected item. Show me

5. (Optional) If you need to, tap the Price field to change the default price for the product.
6. Tap the Quantity field to enter the number of items to be added to the work order or leave the default set to 1 if you are only adding one.
7. When you have finished, tap the Save button in the top right corner of the screen to save your changes and have them added to the work order costs list.
8. (Optional) If you need to add more materials to the work order list, tap the Add Materials Cost field on the Materials Costs screen and then repeat steps 3 through 7.
9. When you have finished adding materials, tap the work order number button in the top left corner of the screen to view a summary of the materials costs for the work order. Show me