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Field Service & Dispatch / Parts & Truck Stock

Parts Usage Logger: Tap the Parts a Tech Used, Bill the Work Order, Decrement the Van

Build a fast screen where a tech logs parts used on a job — scan or pick from your catalog — that links the parts to the work order, a supervisor approves the charges, and approved usage decrements that van's stock and exports clean billing lines.

BeginnerAn afternoonBuilds onNext.jsSupabaseResend
What you'll build

A web tool where a tech opens a work order, scans or picks parts and quantities, a supervisor reviews and approves the parts charged, and only then does approved usage decrement that van's on-hand stock and post billing lines to the WO — with a CSV export of usage and adjusted stock.

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Before you start

  • A Supabase account (free)
  • A Vercel account (free)
  • A Resend account (free)
  • A CSV or Google Sheet parts catalog (SKU / description / price)
  • A CSV or Google Sheet of per-van stock (van / SKU / on-hand)
  • Claude Code or any AI coding agent

The problem this kills

Your tech finishes a job and the parts they used are now... somewhere. Scribbled on a paper ticket, texted to the office, remembered an hour later, or never captured at all. By the time it reaches billing, half the parts are missing from the invoice and the van's stock count is fiction. Nobody trusts the truck-stock spreadsheet, so you over-order to be safe, parts walk off the vans, and margin quietly bleeds out on every work order.

The fix is a 30-second screen the tech actually uses on the job: open the work order, scan or tap the parts, enter quantities, done. The catch — and the reason a generic app won't do — is that those parts hit two things that matter: the customer's bill and your van inventory. So you do not let raw taps flow straight through. A supervisor reviews and approves the charges first; only approved usage decrements the van and posts to billing. You don't need to be a developer to build a tool that captures parts in seconds and still keeps a human in control of what gets charged.

What you'll build

A simple internal web tool for your field-service team. A tech opens a work order, then scans a barcode or picks parts from your catalog, enters quantities, and the parts attach to that WO as draft billing lines. The screen warns instantly if a used quantity exceeds the van's on-hand, and handles non-stock and special-order parts that aren't carried on the truck. A supervisor reviews the parts charged to each work order and clicks Approve — the human gate. Only on approval does the tool decrement that van's stock and post the parts as billing lines on the WO. The same part can't be logged twice on a line thanks to a dedupe guard on (work order + SKU + line). The whole thing exports as CSV — both the billed usage in the columns your billing system expects and the adjusted per-van stock — so it works today with no integration.

What's inside the Implementation Plan

The downloadable plan is a step-by-step file you paste into an AI coding agent. It opens by interviewing you about your business — how techs report parts today, the systems and sheets you use for your catalog and truck stock, your real SKU and price conventions, how work orders are numbered, your typical and peak parts-per-job, who is allowed to approve charges, and the messy edge cases like non-stock parts, returns, cores, and using a quantity bigger than what's on the van. It reads a short spec back to you for a thumbs-up, then builds the tool around your catalog, vans, and rules instead of a generic template. From there it walks the agent through the data model, the catalog and per-van stock import, the scan/pick logging screen with the over-stock warning, the supervisor-approval gate, the stock decrement and billing post, and the CSV exports. Every step ends with a ready-to-copy prompt.

The governance it includes (this is the point)

This isn't a toy. The plan builds in the controls a real parts and billing function needs: login so only your team can use it, row-level security so people only see their own organization's work orders, vans, and prices, a complete audit trail of every part logged, every approval, every stock change and export (who, what, when), a hard human-approval gate so no part posts to a customer's bill or moves van stock until a supervisor signs off, and duplicate guards — a unique key on (work order + SKU + line) plus a warning when used quantity exceeds van on-hand — so the same part can't be charged twice and a van can't silently go negative. The tool exists to make a careful human decision easy and fast: the tech captures, the supervisor commits.

Who it's for

Technicians who want logging parts to take seconds instead of a second trip to the office, parts coordinators who need truck stock that's actually true, and billing clerks tired of chasing missing parts off paper tickets. If you can describe how you name a SKU and number a work order, you can build this.

You've got this — open the plan, paste the first prompt, and you'll be logging parts to a real work order by the end of the afternoon.

Gated download

Enter your email — the plan downloads instantly and a copy lands in your inbox.

By submitting your email you'll also receive the weekly runbookify newsletter. You can unsubscribe at any time.