Adding parts ensures their costs and equipment details are available for use in orders. This allows contractors to manage their own part lists, either individually or in bulk, and ensures prices are approved before being used in jobs.
Enable parts for a contractor
From the Admin area, click Add/Edit Contractors.
Select the required contractor.
Click the Items/Parts tab.
Open the Callout Parts tab.
Enable the contractor for parts.
Upload items or parts
From the Admin area, click Add/Edit Contractors.
Select the required contractor.
Click the Items/Parts tab.
Open the Callout Parts tab.
Click Download template and make the required changes to the file.
Upload the completed file back into the system.
Within the contractor’s account, they can upload their lists of parts and costs under each type of equipment for which they undertake work. This can be done on an individual basis or in bulk using the template.
Approval process
Any items uploaded by a contractor will first appear in the Parts to Approve section of Administration. Once approved, the items will become available for the contractor to add to their Price TBC orders.