Parts Purchasing Management

Many ServiceTrade users find parts purchasing at the heart of their customer service workflow.  To give your customer a great experience, you have to know what parts you need to buy, from whom you can buy them, and (once you've ordered them) when they'll arrive.

Before today, you may have kept track of your jobs that had a parts purchasing requirement with a tag (such as 'PartsOnOrder' or 'WaitingOnParts').  However, that workflow was error-prone and didn't handle details such as expected delivery dates.

To support this need, today's ServiceTrade release extends our job item sources capability by adding a new item source option:  parts vendors.

You can now add your parts vendors to ServiceTrade.  Once they are added, you can not only indicate the parts vendor that you want to use for each job item, but also keep track of the purchase order, the current state of the item (not yet ordered, ordered, or received), and the delivery date for each item. 

Using this information, you can then search for jobs that have any parts that need to be ordered, jobs with parts that have been ordered but not yet received, jobs with parts that are overdue for delivery, and jobs for which all parts have been received (and are now ready for scheduling).

You can learn more about parts purchasing in our detailed purchasing parts management support article.  In the weeks to come, we'll be adding even more features to the parts purchasing workflow, including deep integration with our new PartsLedger parts purchasing and inventory application.

QuickBooks Online Classes

You can now use ServiceTrade to organize your invoice line item data in QuickBooks Online using classes.  These classes then allow you to create more fine-grained reports in QuickBooks to analyze your financial performance.

To enable QuickBooks class mapping, choose the mapping option you want for the 'Invoice Item Class Mapping' setting:

Three class mapping options are available:

  • Job Type:  each QuickBooks invoice item's class will be mapped to the job type of the invoice's ServiceTrade job ("Service Call", "Priority Inspection", etc)
  • Invoice Item Service Line:  each QuickBooks invoice item's class will be mapped to the name of the service line associated with the ServiceTrade invoice item ("Fire Suppression", "Commercial Plumbing", etc)
  • Invoice Item Type:  each QuickBooks invoice item's class will be mapped to the ServiceTrade invoice item type ("Labor", "Part", etc)

IMPORTANT:  You must enable class mapping in QuickBooks Online to make use of this feature.  See the help documentation for your version of QuickBooks Online for more information on enabling classes.  The class names that you choose in QuickBooks must exactly match the job type, service line, or item type in ServiceTrade.  Only top-level QuickBooks classes are supported, not sub-classes.

ServiceTrade also supports classes for QuickBooks Desktop -- see this release notes article for more information.

Location Page Region Assignments

You can now see the regions that are associated with any location simply by viewing that location.

For more information about regions, see this release notes article.

External IDs on Job Paperwork

ServiceTrade's blank paperwork feature now supports external IDs for the following entities:

  • Job
  • Job Location
  • Job Customer

For instance, if you have an external system named 'custdb', then the field name for your job's external ID in the 'custdb' system would be servicetrade_job_custdb_id, the field name for your job's location's external ID would be servicetrade_location_custdb_id, and the field name for your job's customer's external ID would be servicetrade_customer_custdb_id.

For more information about adding fillable fields to blank paperwork, see this support article.

Additional Job Types

This release includes three additional job types:

  • Replacement
  • Design
  • Hookup

To adjust the job types that are enabled in your account, click on your user avatar in the upper-right corner of the screen and choose 'Account Settings', then select your desired job types in the 'Job Types' section.

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