Field shopping list

Steps

1. See items requested for customers, with priority.
2. Move each item through pending, purchased and completed.
3. Attach a proof photo when completing certain items.
4. Completed purchases stay linked to the customer for billing and history.

Tips

• Proof photos and clear statuses make sure purchases are reimbursed and billed correctly.

Related guides

• Suppliers & Vendors Keep supplier records with contacts and addresses, and track purchase documents and supplier stops on routes.
• Invoices Create, send and track invoices with recurring billing, branded documents, online payment links and payment recording.
• The technician day route The mobile home screen for technicians: the day's stops with status, service type, arrival guidance and quick actions.