Here’s how to drag a part into the appropriate section of the work order so everything associated with a particular service is grouped together.
Step 1: Open an estimate or work order.
Step 2: Add a service.
Step 3: Click ”+ PartsTech” to add a part to the work order.
Step 4: Search for the part inside the PartsTech catalog.
Step 5: Click “Add to Quote” once you find the part you want.
Step 6: Click “Submit Quote” if you are working on an estimate, or “Buy Now” if you are in a work order. The part will now be added to the estimate or work order.
Step 7: You’ll see that the part now appears in a newly created section called “Parts.” Click “Edit Services”.
Step 8: Drag the new part into the service category you want.
Step 9: Delete the “Parts” group once you’ve moved all parts to the appropriate jobs within the estimate or work order.
Step 10: Delete any unnecessary parts that came through with the pre-configured menu item.
Step 11: Click “save”.