Pricebook & Inventory
5 articles
Adding an Item to Your Price Book on Mobile
In this article, you will learn how to build and manage your service catalog by adding new items directly into your price book using the mobile app. Maintaining a well-organized and up-to-date price book enables your team to quickly build accurate estimates and invoices directly in the field. By setting clear customer pricing alongside internal […]
Viewing Inventory Reports
In this article, you will learn how to access and utilize the inventory reports group in JobyDesk. Physical inventory represents a massive portion of your operational capital. Tracking it accurately ensures you never delay a job due to missing parts while preventing you from overspending on dead stock. By using these reporting dashboards, you can transform your […]
Creating and Tracking Purchase Orders
In this article, you will learn how to create and track purchase orders within your inventory system. Managing stock levels is crucial for maintaining efficient field operations. JobyDesk automatically alerts you when essential parts are running low, helping your business prevent stockouts and stay ahead of demand. By utilizing purchase orders, you can seamlessly restock […]
Managing Inventory and Stock Levels
In this article, you will learn how to build your parts catalog and manage your inventory stock levels. Keeping your inventory organized is key to running an efficient field service business. By setting up structured item folders, tracking item details, and maintaining proper quantities, you ensure your technicians always know what is available for their […]
Setting Up Your Price Book
Welcome to the JobyDesk guide on setting up your Price Book. Your Price Book is the engine that drives your estimates and invoices. It acts as your master catalog for all your services, parts, and labor rates. Taking the time to properly configure your Price Book ensures your team charges consistent prices and saves your […]