Selected Role

Assets & Vendors owns resource readiness: the parts, tools, fleet, vendors, equipment, purchasing, and cost details that determine whether field work can happen without avoidable delays.

Field service asset map

Resources are ready before the work reaches the field.

Parts, tools, vehicles, vendors, purchase orders, readiness checks, usage, and cost reconciliation need to connect to the jobs they support.

If the business can observe it, track it, decide on it, approve it, improve it, or report on it, it can become part of the software.

Inventory and Parts

Open
  • Part catalog
  • Truck stock
  • Warehouse stock
  • Parts reservations
  • Parts used
  • Parts needed
  • Returned parts
  • Warranty parts
  • Reorder points
  • Inventory adjustments

Purchasing

Open
  • Purchase orders
  • Vendor quotes
  • Parts ordering
  • Material ordering
  • Order approvals
  • Backorder tracking
  • Vendor ETA
  • Receiving status
  • Order matching
  • Cost variance

Vendor Management

Open
  • Vendor directory
  • Vendor contacts
  • Preferred suppliers
  • Subcontractor records
  • Vendor performance
  • Vendor pricing
  • Insurance documents
  • Compliance documents
  • Vendor bill status
  • Subcontractor availability

Fleet and Vehicles

Open
  • Vehicle assignments
  • Mileage
  • Fuel tracking
  • Maintenance schedules
  • Inspection records
  • Registration/insurance
  • GPS/fleet data
  • Vehicle issues
  • Tool loadout
  • Replacement planning

Tools and Equipment

Open
  • Tool assignments
  • Equipment checkout
  • Calibration records
  • Maintenance history
  • Repair status
  • Lost/damaged tools
  • Special equipment needs
  • Safety equipment
  • Equipment cost allocation
  • Asset lifecycle

Job Readiness

Open
  • Parts-ready status
  • Tool-ready status
  • Equipment-ready status
  • Vendor-ready status
  • Permit/document readiness
  • Truck stock check
  • Subcontractor confirmation
  • Material delivery status
  • Hold reasons
  • Ready-to-dispatch signal

Cost and Reconciliation

Open
  • Parts cost
  • Material cost
  • Vendor bill matching
  • Subcontractor cost
  • Job cost allocation
  • Inventory shrink
  • Warranty recovery
  • Return credits
  • Expense reconciliation
  • Margin impact

Asset Reporting

Open
  • Inventory value
  • Parts usage trends
  • Vendor performance
  • Fleet cost
  • Equipment utilization
  • Stockout rate
  • Dead stock
  • Purchase cycle time
  • Cost by service line
  • Readiness delays

Edge Areas

  • Multi-warehouse operations: branch stock, transfers, and replenishment rules
  • Consigned inventory: vendor-owned stock, usage reporting, and reconciliation
  • Serialized assets: model/serial tracking, warranty, and customer equipment history
  • Rental equipment: rental dates, job assignment, cost tracking, and return status
  • Vendor rebates: price breaks, credits, rebates, and manufacturer programs
  • Supply chain risk: backorders, substitutions, and customer delay communication
  • Fleet compliance: inspections, registrations, insurance, and safety documentation
  • Capital planning: vehicle replacement, equipment depreciation, and major purchases