Job items -- the parts that you use, the labor hours that you consume, and other material associated with the performance of a job -- are a core part of ServiceTrade's data model.
With today's release, it's now possible to assign each job item to a particular service on that job. To see and manage those assignments, turn on the 'Group by service' switch in the job items section of any job:
When this switch is enabled, all your job items will be organized by the services with which they are associated:
Items that haven't been associated with any service will appear in the 'No Service' section at the top of the list.
To move an item from one service to another, simply drag it to the section that corresponds to the service that you want:
Technicians in the field can also assign job items that they use to specific services. When adding or editing an item, touch the arrow on the right side of the 'Service' section to choose the service...
...and then choose the desired service from the list and touch Save:
When you add a service that has some items associated with it (for instance, a service from a service template)...
...those items are automatically assigned to that service:
Tracking your job items at the service level can provide significant benefits for managing your service business, including:
- Service-level margin and cost tracking.
- If you are associating service with assets, then you can also track margin and cost by asset. Over time, this allows you to understand total spend and margin for an asset over its entire lifecycle.
- Compare expected item use (the items originally assigned to a service, as with a service template) versus actual item use (the items actually used on any particular job associated with that service).
Job items can only be associated with services using the interactive job page. Users still using the legacy job page cannot use this capability.