When you are out in the field and realize you need an additional part for a job, you can request it directly from the Boatyard Pro app without having to track down your service advisor. Once you submit the request, it will appear as Pending on the job and your service advisor will be notified to review and approve it. This keeps everything organized in one place and makes sure the right parts are tied to the right job.
How to Request a Part
First, navigate to the job in the Boatyard Pro app
Tap the Parts tab. You will see any parts already associated with the job here.
Tap Add Part.
Search for the part by name or part ID.
Select the part from the results.
Adjust the quantity as needed.
Tap Add Part to submit the request.
The part will now appear as Pending on the job. Your service advisor will review the request and approve it to add it to the order.
What Happens Next
Once your service advisor approves the part, it will be added to the order as a line item. From there, everything works as normal and you can continue working on and checking out the job when the work is complete. If you are unsure whether a part has been approved, check the Parts tab on the job for an updated status.