Tracking Parts on the Job Card

Summary

The Parts tab on the job card shows the parts allocated to the job and their current status. As a technician you do not order parts yourself - the service advisor handles that - but you can see at a glance what is in stock, what has been ordered, and when delivery is expected. If you spot a part the advisor has not added yet, raise a finding and the advisor will add and order it.

Prerequisites

• You are signed in with a technician account.
• The job card is open at /my-jobs/{id}.
• Parts have been added to the work order by the service advisor (or no parts have been added yet, in which case the tab is empty).

Steps

Opening the Parts tab

1. On the job card, find the Parts pill in the tab bar and tap it.
2. The Parts tab shows a card titled Parts with a summary line on the right (e.g. “3 of 5 available”) and a row of part pills below.
3. If no parts have been added to the job yet, the tab shows “No parts assigned to this job.”

Reading the part pills

1. Each part is a small pill showing the part name, its status icon, and the quantity if more than one is needed (e.g. “Brake pads x2”).
2. The status icon and colour tell you where the part is in its journey:
   • Required (grey circle) - the part is needed but the advisor has not yet ordered or allocated it.
   • Needs Ordering (amber triangle) - flagged for the advisor to order.
   • Ordered (blue lorry) - on order from a supplier. The pill shows the expected delivery day in brackets, e.g. “(Wed 1)”.
   • In Stock or Allocated (green tick) - already in your stock and reserved for this job.
   • Fitted (darker green tick) - has been fitted to the vehicle.
3. Tap any part pill to see more detail in a popover: status, quantity, full expected delivery date if it is on order, and the supplier part number. The part number is the catalogue reference your supplier uses (e.g. the Euro Car Parts or GSF code) - copy it, walk to the shelf, and you’ll find the right part without bouncing back to the service advisor to ask. If the catalogue entry doesn’t have a part number recorded, the popover says “no part number on file” rather than guessing.

The “parts on order” warning

1. When one or more parts are still on order, an amber bar appears below the pills saying “X parts on order” and giving the earliest confirmed delivery date.
2. This is your cue that the job cannot fully complete until those parts arrive. The work order’s main status will usually be set to Awaiting Parts by the advisor while you wait.

Marking a part as fitted

1. When you have physically fitted a part to the vehicle, open the popover on its pill (tap the pill) and tap Mark as Fitted. The pill turns the darker-green “Fitted” colour straight away.
2. A 15-second Undo toast appears at the bottom in case you tapped the wrong one. After 15 seconds the fitted record is final.
3. You do not need to tell the service advisor verbally - the work order is updated in real time. The advisor sees the part status flip on their job card, and the work order can progress without the cross-talk.
4. Only allocated or in-stock parts can be marked fitted. A part still showing Required, Needs Ordering, or Ordered is not yet on site, so the button stays disabled with a tooltip explaining why.
5. If you tap Mark as Fitted by mistake and the 15-second Undo has expired, ask the service advisor to revert the part - they can flip it back to Allocated from their view.

What to do while parts are on order

1. If the rest of the job can be done without the missing part (e.g. service inspection while waiting for a brake pad), carry on with the other tasks. The Tasks tab is still fully usable.
2. If you cannot make progress, change the job status to Awaiting Parts using the workflow buttons in the header. Clock out of the job time so you are not racking up time on a stalled job.
3. When the part arrives, the advisor will move the job back to In Progress, the Parts tab pill will turn green, and you can resume.

Spotting a part the advisor missed

1. If you find a part you need that is not on the job (worn bushing, leaking seal, etc.), do not try to add it from the technician view - that is the advisor’s job.
2. Open the Findings tab on the job card and tap Add Finding. Describe the part you need, set the severity, and add a line item with the part name and quantity. The advisor sees the finding and adds and orders the part.
3. The new part will appear in the Parts tab once the advisor has added it to the job.

Where to do parts work from

Parts work happens on the job card itself. The dashboard no longer has a separate Parts tile - that tile pointed at /my-jobs/parts, which mostly looped people back to the job card and added a step. If you follow an old bookmark to /my-jobs/parts you’ll land on a small signpost page that points you back to My Jobs.

Anything not currently on the job card (cross-job parts overview, stock check, arrival alerts) is still in the service advisor’s hands - ask them, or raise a finding on the job card if you need a new part added.

Expected Outcome

• You can see every part allocated to the job, its current status, the supplier part number, and (where applicable) the expected delivery day.
• You can mark a part Fitted the moment you finish installing it, with a 15-second Undo for mis-taps. The work order progresses without the cross-talk back to the service advisor.
• Parts on order trigger an amber warning so you know the job is partly blocked.
• Findings are the route to flag a part the advisor has not added yet - adding, ordering, and receiving still happen on the advisor side.

Troubleshooting

Problem	Cause	Fix
The Parts tab is empty	No parts have been added to the work order yet.	If you need parts, raise a finding with the part details. The advisor will add them.
A part shows Required but no one is ordering it	The advisor has added the part but not yet placed an order.	Mention it to the advisor. Once an order is placed, the pill turns blue (Ordered) with a delivery date.
The expected delivery date is missing from an Ordered pill	The supplier has not confirmed a delivery date yet.	The popover and the amber warning bar will both show “(no date)”. Check back once the supplier confirms.
A part is Fitted but I have not finished fitting it	Either you or another technician tapped Mark as Fitted on it, or the advisor marked it from their view.	If you have the 15-second Undo toast still visible, tap Undo. Otherwise ask the advisor to revert the part - they can flip it back to Allocated.
Mark as Fitted is disabled on a part	The part is not yet in stock - status is Required, Needs Ordering, or Ordered. You cannot fit a part that hasn’t arrived.	Wait for the advisor to confirm the part is in. The pill will turn green when it’s allocated to you; the button enables at that point.
The popover says “no part number on file”	The catalogue entry for that part doesn’t have a supplier reference recorded.	Ask the advisor to add the part number to the catalogue. In the meantime, identify the part by description and your usual shelf knowledge.

Notes

• The technician view is read-only for adding, ordering, and receiving parts. Marking a part Fitted is the one write action you have - that’s the one that needs to happen the moment work completes, not after a back-and-forth with the advisor.
• The earliest delivery date shown in the amber warning bar is the soonest of all confirmed orders, so you can plan the day around it.
• If a part has multiple orders against it (e.g. one cancelled, one resupplied), the pill picks the most recent confirmed order for the delivery date.

Permissions

• Requires the my_jobs.access capability and an assignment to the job.
• The technician view supports one write action: Mark as Fitted. All other actions (adding, ordering, receiving, reverting from Fitted) are on the advisor side - see Managing Parts, Stock, and Suppliers.