Adding parts ensures costs and equipment details are available for use in orders. Contractors can manage their own parts lists individually or in bulk, and prices must be approved before they can be used in jobs.
Enable parts for a contractor
Follow the steps below to enable the parts feature for a contractor before uploading any items.
From the Admin area, click Add/Edit Contractors.
Select the required contractor.
Select the Items/Parts tab.
Select the Callout Parts tab.
Unlock the green padlock
icon.Enable the contractor for parts.
Click Save.
Upload items or parts
Follow the steps below to upload a parts list for the contractor using the template.
From the Admin area, click Add/Edit Contractors.
Select the required contractor.
Select the Items/Parts tab.
Select the Callout Parts tab.
Unlock the green padlock
icon.Click Download template and make the required changes to the file.
Upload the completed file back into the system.
Within the contractor's account, parts and costs can also be uploaded individually or in bulk under each equipment type they work with.
Approval process
Once a contractor uploads items, they will appear in the Parts to Approve section in the Admin area. After approval, the items become available for the contractor to add to their Price TBC orders.