Top Level

Wireframe · Step 34 — Work Ticket Inventory Lookup

Detailed ticket-material flow showing how technicians add actual items used from estimates, work-order materials, barcode scan, truck stock, full inventory search, or back-office request.

This screen should distinguish planned items, search results, barcode match, and unavailable-item request clearly.
Planned

Add from work order or estimate

The technician first sees the planned items already associated with the job before searching more broadly.

9:41●●● 100%
Add Ticket ItemWO-000046-1
📷
Planned
Search
Request
Start with items already expected on the job
Planned sources include work-order materials and estimate-backed inventory lines.
Work order items From estimates
Quick add
Scan barcodeOpen camera
Other paths
Planned itemsTruck stockAll inventory
Planned for this job
💵
Estimate line · CSYSTEM01 HVAC Control System
Commercial line already quoted on the work order
📦
Work-order material · FILTER01 Return Air Filter
Planned material on job · Qty planned 2
Add selected planned item
Search outside planned items
Search

Search truck or all inventory

If the item is not already planned, the technician can search truck stock or the broader inventory catalog.

9:42●●● 100%
Add Ticket ItemSearch inventory
Planned
Search
Request
Search
Control board
Source
Truck stockAll inventory
Filters
Available stock onlyWarehouse: My truck
Search results
📦
CBOARD01 · Control Board
Truck inventory · Qty available 1 · Bin A-12
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CBOARD02 · Spare Control Board
Main warehouse · Qty available 4
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CBOARD03 · Legacy Control Board
No available stock in selected locations
Request
Add selected search result
Switch to request flow
Barcode

Barcode or shelf-label match

Barcode scan is the fastest path when the technician already has the item in hand.

9:43●●● 100%
Barcode MatchItem found
📷
Barcode matched to inventory item
The technician can confirm quantity and add the item directly to the work ticket.
Matched Truck stock
Matched inventory
FILTER01 · Return Air Filter
Source location
Truck inventory · Bin B-08
Quantity to add
1.00 EA
Attach to
Current work ticket actuals
Add matched item
Scan another item
Request

Item not available

If the item cannot be added from planned lines or inventory, the technician can request it from back office without leaving the ticket.

9:44●●● 100%
Request ItemWO-000046-1
Planned
Search
Request
Requested item
Legacy control board
Reason
Needed to complete repair but no stock found in truck or warehouse lookup
Preferred source
Back office / procurement
Urgency
TodayNeeded next visitQuote only
📣
Back-office request
Creates a request without adding an unavailable item to ticket actuals
📝
Optional note
Explain what was checked before requesting the item
Send item request
Back to search

Mobile adaptation — Work Ticket Inventory Lookup

The storyboard is explicit that material usage on the ticket needs a clear source path. This screen therefore separates what was already planned for the job from what is being searched now, and keeps the request item path separate when stock is unavailable.

Story flow covered here

What this screen clarifies

Voice examples

🎤"Add the HVAC control system from planned work-order items."
🎤"Search truck inventory for control board."
🎤"Add this part by barcode scan."
🎤"Request this item from back office for the next visit."