Service Van Stock and Nightly Restock Board
Every service van run as a small stockroom: parts used on each job, parts that never reached a work order, and a nightly restock list.
These images are illustrations of the concept, not screenshots of the actual product.
Overview
In field service and the trades, many calls are fixed with a handful of parts carried on the van: igniters, flame sensors, capacitors, contactors, valves and breakers. This MoveTheWheels concept illustrates a Van Stock board that manages each service van as a small stockroom, with a minimum quantity for each of those parts, so the shop can restock every van overnight and technicians leave in the morning with what they need.
Two things tend to go wrong without it. Vans run out of the part a job needs, which turns a one-visit fix into a return trip. And parts leave the van without ever reaching the work order, so they are never billed and the stock count drifts away from what is really on the shelf.
The desktop illustration shows the board for one shop and date, with a Print restock pick list button and tiles for vans stocked, parts below minimum, parts used but not on a work order, and restock picks for tonight. A Below minimum table lists van, technician, part, quantity on the van, minimum, units used this week and a Pick button with the quantity to restock. A Used, not on a work order panel lists parts scanned off a van that never reached a work order: one on a work order with no parts line, with Add to work order, one on a work order closed without parts, with Reopen, and a part scanned with no job selected. A Tonight's restock card tracks progress against the pick list and when it was sent to the shop. The mobile illustration takes the technician through Use part on job in three steps: scan the part, choose the job and its work order, and set the quantity. A note says how many the van will have left against its minimum and that the part has been added to tonight's restock, and an Add to work order button completes the step.
The concept is designed to work with two other Burdenoff products. Work orders are designed to be held in AssetHandler: the phone shows the parts and labor already on the job, marked as from AssetHandler, and a part added there is designed to go onto that work order in one step. When an AssetHandler work order closes, a FluidGrids automation is designed to compare its parts lines with the parts scanned off the van for that job and list any gap, so the part can be added before the invoice goes out. Within MoveTheWheels, the board sits under Inventory, and the phone carries the same Deliveries, Map, Scan and Profile tabs as the driver app.
What this concept shows
- Tiles for vans stocked, parts below minimum, parts used but not on a work order, and restock picks tonight
- A below-minimum table with van, technician, part, on-van quantity, minimum, weekly use and a pick quantity
- A Used, not on a work order panel checked by FluidGrids as each AssetHandler work order closes
- Add to work order and Reopen actions for parts missing from a work order
- A Print restock pick list action and a Tonight's restock progress card
- A three-step phone flow: scan the part, choose the job, set the quantity
- A note that the part has joined tonight's restock when the van drops below its minimum
- The job's existing AssetHandler parts and labor shown before the part is added
How it works
- On the job, the technician scans the part on their phone and picks the job and its work order.
- The technician sets the quantity, sees what will be left on the van and adds the part to the AssetHandler work order.
- When the van falls below its minimum, the part is added to tonight's restock.
- As each AssetHandler work order closes, FluidGrids checks it against the parts scanned for that job and lists any gap.
- The service manager adds missing parts to the work order or reopens a work order closed without parts.
- At the end of the day, the shop prints the restock pick list and picks each van's parts.
Who it's for
- Service managers
- Parts and shop coordinators
- HVAC, plumbing and electrical technicians
- Service billing teams
Illustrations
2 illustrations of this concept. Select one to view it full size.
Van Stock Board with Nightly Restock
This illustration shows a light-themed Van Stock page for one shop, with Inventory selected in the sidebar, a date picker and a Print restock pick list button. Four tiles count vans stocked, parts below minimum, parts used but not on a work order and restock picks tonight. A Below minimum table lists van, technician, part, quantity on the van, minimum, used this week and a Pick button with the restock quantity, for parts such as igniters, flame sensors, capacitors, valves, breakers and contactors. On the right, a Used, not on a work order panel, checked by FluidGrids as each AssetHandler work order closes, lists a capacitor scanned against a work order with no parts line, with Add to work order, wax rings on a work order closed without parts, with Reopen, and an igniter scanned with no job selected. A Tonight's restock card shows a progress bar and a note that the pick list was sent to the shop. All data is sample data.
Use a Part on a Job from the Van
This illustration shows a Use part on job screen on a phone, headed with the van and the technician. A three-step card shows Scan part completed for a hot surface igniter with its part code, a Job field holding the job number, address and work order number, and a Quantity stepper set to one. An amber note says how many the van will have left against its minimum and that the part has been added to tonight's restock. An Already on this job card lists a flame sensor and the labor hours, tagged From AssetHandler. An orange Add to work order button sits above a Part not on van link. A tab bar offers Deliveries, Map, Scan and Profile, with Scan selected, the same tabs as the driver app. All details are sample data.
Topics
- service van inventory
- truck stock management
- van stock replenishment
- field service parts tracking
- restock pick list
- unbilled parts on work orders
- technician parts scanning app
- HVAC van stock
- minimum stock levels for vans
- work order parts reconciliation
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Part of an industry solution
This concept appears in a cross-product solution on burdenoff.com — see how it works alongside other Burdenoff products to solve a problem in that industry.
