Record the materials a visit used

Many visits use up things the client pays for — detergent, bin bags, paper. When the order includes materials, the shift has a list of them in the app, and that is where you record what the visit actually used.

Why there is a list

The list comes from the order. The office added each material with a quantity per visit, and that is the planned quantity: what the client is billed for if nobody changes anything.

If it is right, you do not have to do anything. Change it only when the visit used more, less, or something that is not on the list.

A few things worth knowing:

• The quantity is for the whole visit, not your share. If there are several of you on the shift, you are all correcting the same number. If a colleague has already changed it, adjust their number rather than adding your part.
• Materials are what gets used up. Machines and tools the company owns and reuses are equipment and are not on the list.
• You do not see prices. The list shows only name, quantity and unit.

See the materials before you go

The Materials card sits under What to do when you open the shift. Before you check in it only shows the quantities, so you know what to bring.

What to do lists the work itself — the services. Fees, such as call-out, do not appear at all; they are not something you do on site.

Change a quantity

Once you have checked in, the card can be edited. Each row has a minus and a plus that change the quantity one whole unit at a time, and the quantity shows with its unit, for example 2 st. When it differs from the plan, the planned quantity shows underneath, as Planned 2 st.

• Nothing used? Step down to 0. A planned material cannot be removed from the list, but 0 means none was used.
• It saves by itself a moment after you stop tapping. There is no save button.
• Changed your mind? Step back to the planned quantity. That counts as no change.

Add a material that is not on the order

Choose Add material on the card and search for it. The material is added with a quantity of 1 and marked Added on site. Step it up if more was used.

The list only shows materials from the order’s price list that are not already on the visit. If you cannot find what you used, tell the office: a material has to be on the price list before it can be added. If everything is already on the visit, the list says Nothing to add.

Added the wrong one? Step it down to 1 and the minus becomes a bin. Tap it to remove the row.

When you can change it

From check-in until you finish the shift — including after you check out. If you missed check-in and mark the shift as done afterwards, the same card is on the Mark as done screen.

When you finish, the app waits until every change has saved. If a colleague changed a quantity just before, the app says so, and you check the numbers and finish again.

Once the shift is finished you can no longer change the materials. If something is wrong, tell the office.

If something does not save

If a change could not be saved, the row says Not saved · Try again. Tap it to try again.

If a colleague changed the same row at the same time, the app shows their number with A colleague changed this – their number is shown.

What happens next

The office reviews every quantity you recorded. They can correct it, approve it or reject it. Only an approved quantity changes the invoice — otherwise the planned one stands. A rejected addition is not billed.

Once the review is done, the client can see in their portal which materials the visit used, without prices.

See review a completed shift for how the office goes through it.