When a technician needs an additional part for a job, they can request it directly from the Boatyard Pro app. The part will appear as Pending on the job until a team member reviews and approves it from the dashboard. Once approved, the part is added to the order as a line item. This article walks you through how to review and approve those requests.
Click here for the video to show technicians how to request parts.
How Technicians Request Parts
When a technician needs a part, they navigate to the job in Boatyard Pro, go to the Parts tab, and tap Add Part. They search for the part by name or part ID and submit the request. The part then appears as Pending on the job until you approve it.
Technicians cannot create new parts, they can only add parts from your existing Boatyard inventory.
How to Approve Pending Parts
Navigate to the job in the Boatyard dashboard.
Scroll down to the Parts section. This section has two areas:
The top area shows parts already on the line item associated with the job.
The bottom area shows all parts the technician has requested that are still Pending.
Select the parts you want to approve. You can select them individually or use the bulk select option to select all pending parts at once.
Click Accept.
The approved parts will be moved to the line item on the order.
Important: Your Order Total Will Change
When parts are approved and added to a line item, the order total will update. If you have already sent an estimate or invoice to the customer, they will reflect the previous total. Make sure to review and resend any estimates or invoices as needed after approving parts.