Taskrol feature
Appliance Parts Diagrams by Model Number, Inside the Job
Open the exploded views for the model on the ticket without leaving the job, find the part in the list under the drawing, and put it on the job and the shopping list with Add.
The short answer
Taskrol opens the exploded-view parts diagrams for the appliance model on the job: tap Diagrams on the appliance, find the part in the list under that page of the drawing, and Add puts it on the job and the shopping list, so the part number is never retyped.
Every parts lookup starts at the model plate, and on most calls it goes the same way: the model is typed into a parts website on a phone, the right drawing is found by scrolling, and the part number is copied back into the job by hand while the customer watches.
In Taskrol the drawings come to the job instead. Once the appliance's model is on the job, a Diagrams link on that appliance opens the exploded views for that model, one page of the drawing at a time, with the parts on that page listed underneath: description and part number. Add puts the part you found on the job and on the shopping list, so the number is never retyped.
The exploded views for the model, in 50 seconds
Enter the model number on the job and tap Diagrams: the exploded parts diagrams for that model open in the app. Tap Add and the part goes on the job, on the shopping list, and on the invoice when you create it, ready for your price.
How to find a part on a parts diagram in Taskrol
- Put the model on the job. Type the model number on the appliance, or photograph its data plate and let the camera read the model off it. The drawings are looked up by that model number, so enter the real one from the plate.
- Tap Diagrams on the appliance. The Diagrams link sits on the appliance's card in the job, under the serial number. Taskrol starts fetching the drawings in the background when the appliance is saved, so they are usually ready by the time you tap it.
- Find the part. Each page of the exploded view carries its own name, with a counter such as 3 / 16 when the model has several pages. The parts on that page are listed under the drawing with their description and part number. In the iPhone app you swipe between pages, and pinch or double-tap to zoom into the corner where the bracket lives.
- Tap Add. Add on the part's row puts it on the job and on the shopping list, and “Part added to job” confirms it. If the job was still New, it moves to In Progress.
- Put it on the invoice. When you create the invoice, the parts on the job are already lines on it; enter what you charge for each.
- Record the purchase. When you buy the part, open it under Parts on the job and tap Buy. The Purchase dialog takes the quantity, the price you paid and the supplier; once a price above $0 is saved, the part comes off the shopping list. When the part is in hand, switch on Parts received in the job's menu, and the job shows under Ready to install.
The drawings for the model already on the job
No second site and no second search. The job has the model, so Diagrams opens the exploded views for that model, page by page, with each page's parts listed under its drawing. The drawings come from the Encompass appliance parts catalog through Taskrol's own integration, so there is no Encompass account to connect.
Parts diagrams on every plan
Parts diagrams are on every plan, including the free Solo plan. There is nothing to switch on: put a model on a job and the Diagrams link is there.
The exact model, revision included
Diagrams are looked up for the exact model on the job. Some refrigerators need the full model number with the revision suffix from the nameplate, and the app asks for it rather than guessing.
Part numbers nobody retypes
The part lands on the job and on the shopping list with the description and part number from the diagram, so the number on the list is the catalog's, not one copied by hand off a phone screen.
On the customer's appliances too
Each appliance in the customer's record has the same Diagrams link, for looking a part up before anyone drives out. Adding a part happens on the job, so it lands on the job it belongs to.
Built into the job
Parts distributor portals and manufacturer-network software show exploded views too. In Taskrol they open on the job that already has the model, the customer and the shopping list, so the part you find goes on the job from the same screen.
Frequently asked questions
Where do appliance repair technicians find exploded parts diagrams and part numbers for a specific model?
On the manufacturer's service portal or a parts distributor's model lookup, starting from the full model number on the appliance's data plate, revision suffix included, because two revisions of one model can take different parts. In Taskrol the diagrams come from the job: the model on the job's appliance is looked up in the Encompass appliance parts catalog, and Diagrams opens that model's exploded views page by page, with each page's parts listed by description and part number. Parts diagrams are on every plan, including the free Solo plan.
Which app shows appliance parts diagrams by model number on the job?
Taskrol shows them on the job itself: once the appliance's model number is on the job, tap Diagrams under the serial number to page through that model's exploded views and find the part and its part number in the list under the drawing.
Which plans include parts diagrams?
Parts diagrams are on every plan, including the free Solo plan. Current plan prices are on the pricing page.
How do I get the right diagrams for my model?
Enter the full model number from the nameplate: diagrams are looked up for the exact model. Some refrigerators need the revision suffix as well, and Taskrol asks for it. The first time a model is looked up, preparing the drawings can take up to a minute.
How is this different from looking the part up on a parts website?
The drawings are the kind a parts website shows; the difference is where they open. Here they come from the job, for the model already on it, so nothing is typed twice, and Add puts the part on the job and the shopping list instead of into a note or a screenshot. Parts distributor portals and manufacturer-network software offer exploded views too — in Taskrol they are built into the job.
Where do I add a part I found on a diagram?
On the job. The diagrams on an appliance in the customer's record are for looking a part up before the visit; adding happens on the job, so the part lands on the job it belongs to.
How do I record buying the part?
Open the part under Parts on the job and tap Buy. The Purchase dialog takes the quantity, the price you paid and the supplier, and once a price above $0 is saved the part leaves the shopping list. When the part is in hand, switch on Parts received in the job's menu.