Screen 20 — Planned Materials

Planned materials on a work order — distinct from actuals consumed on a ticket. Dispatch and the technician see what the job expects and by when. Two states: the list, and the add-item sheet that requires a needed-by date.

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State A · Planned list
9:28
‹
Materials (planned)WO-000046 · Adriaan House
⋯
Planned cost
$620.00
Ready for dispatch
4 items 1 needs-by Apr 16
Items · 4
C
CB-AX44 · HVAC control board
1 EA · $182.00 · WH-01
Needed by Apr 16 · Source: estimate
Apr 16›
F
AF-2025-1 · Air filter 20×25×1
2 EA · $12.40 · Truck & WH
Source: estimate · on truck
On truck›
C
CON-24-30 · Contactor 24V 30A
1 EA · $38.00 · WH-01
Source: manual add
Stock›
T
TW-185 · Thermostat wire 18/5
50 FT · $0.80/ft · $40.00
Source: estimate · on truck
On truck›
Quick actions
+
Add planned item
Needs item + needed-by date
›
⧉
Pull from estimate
2 unpulled lines · copy qty and price
2›
State B · Add planned item
9:29
‹
Add planned itemWO-000046
Item
Inventory item *
CB-AX44 · HVAC control board
⌄
Qty *
1
UOM
EA
Warehouse
WH-01 · main
⌄
When
Needed by *
Apr 16, 2026
📅
Priority
Normal
⌄
Cost (estimated)
Unit cost
$120.00
Extended
$120.00
ℹ
Planned vs actual
This item is planned — dispatch can pre-stage it. Techs consume from the ticket's Materials screen on site.