Supply lists and the daily pull sheet
By the end of this article you will know where to see what a technician needs in the van for any day, how to print the day’s pull sheet for the whole team, and why a line says what it says.
A supply list is everything a technician has to have loaded for the jobs they are doing that day: the gear (a polisher, an extractor) and the products (soap, sealant, towels). It is built from the Requirements you list on each service — see Create a service and price it by vehicle type — and from the vehicles on each job. Technicians see their own list on the phone; this page is the office’s view of everyone’s.
Where it is
Open Work → Supply Lists. The page opens on today in your business’s timezone; use the arrows or the date to look at any other day — tomorrow, to stock the vans the night before.
You need the Supply lists permission at its edit level to open it. Owners, admins and managers have it; technicians see only their own list, on the phone.
One technician
On the Technician tab, pick a person. Two sections follow:
- Gear — what they carry and bring back. A pressure washer needed by three jobs is listed once, with the most any one job needs.
- Products — what gets used up, added across the day’s jobs: three jobs at 8 oz of soap each is 24 oz.
Each line shows the quantity in the unit the requirement uses, and any note from the service. Click the arrow on a line to see which jobs need it — the time, the customer and that job’s share — so you know what can stay in the van if the day changes. Below the list, the day’s jobs are listed in order, each linking to the job.
Tech Progress has a Supply list button on every card and row that opens this page on that technician and day; see Follow technician progress during the day.
The pull sheet
The Pull sheet tab merges every active technician’s list for the day into one table: a Total column and one column per technician. Gear is counted per van — two technicians who each need a polisher make two — and products are added up. This is what whoever stocks the vans works from.
Click Print for a paper copy. The sheet prints on its own, without the rest of the page.
Where the quantities come from
- Per Job requirements count once per job; Per Vehicle requirements count once for each vehicle on the job.
- A requirement can carry a different quantity per vehicle type (By vehicle type on the service form). The list uses the vehicle on each job to pick the amount; a type with no amount of its own uses the requirement’s default.
- Units are shown as written and never converted: 8 oz and 8 oz add up to 16 oz, but 8 oz and 1 bottle stay two lines.
- Only jobs that are scheduled, confirmed or in progress count. A canceled job, a completed one, or a stop skipped on the route drops off the list.
Good to know
- No jobs on this day — nothing to load. means exactly that.
- The day has jobs, but their services list no supplies yet. means the jobs’ services have no Requirements. On the services list, Supplies: N shows which services carry some and which still carry none.
- Ticking items off happens on the phone and stays there; the office does not see what has been loaded.
- Nothing is taken off your inventory quantities when a list is built or a product is ticked.