Send a job to an outside vendor

Available on Standard and above

Outsourced jobs are on the Standard and Enterprise plans.

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Use this when another shop or specialist does part of the work. For example, you send a phone’s motherboard to a board repair expert. BytePhase keeps track of who has the device, what they charge you, and how far the work has got.

Before you start

• Ask your shop owner to let you outsource jobs (Outsourced Jobs — Create & edit). To add new vendors, you also need Outsource Vendors — Create & edit.
• You can add the vendor while you outsource the job. Or add your regular vendors first (see “Add a vendor” below).
• The job keeps its own job number and stays with its business.

Steps

On a computer

1. Go to Jobs and click the job.

2. Click Job actions, then click Outsource to.

   The Outsource to window opens.

3. In Outsource to, pick the vendor. To add a new one, click Add vendor next to the box.

4. Check the Status. It starts at Open.

5. Type the Price the vendor charges you, if you know it. Add a Description of the work, for example “Replace charging IC”.

6. Click Save.

   Or click Save & schedule drop to also book a drop-off to the vendor. See Pickup and drop.

   

   Desktop

7. The Outsourced job created window opens: “The job is with the vendor now.” Click Print to print the outsource delivery challan for the vendor.

   When you close the window, the challan page opens. From there you can share or send it on WhatsApp.

On a phone

New to the phone app? See Getting around on your phone.

1. In the bottom bar, tap Jobs. Then tap the job.

2. Tap ⋮ (Job actions). Then tap Outsource.

   

   Phone

3. Pick the vendor in Outsource to. Check the Status, and add the Price and Description.

4. Tap Save, or Save & schedule drop.

5. In Outsourced job created, tap Print for the delivery challan.

Done!

The job now shows the vendor’s name, and it’s in your Outsourced jobs list. You have a delivery challan to send with the device.

Follow outsourced work

• On a computer: go to Jobs and click the Outsourced jobs tab.
• On a phone: tap More › Daily work › Outsourced jobs.

Each row shows the job, vendor, customer, price, Status and whether a pickup or drop is booked. Click a row’s menu for:

• View outsourced job: open the outsource delivery challan to print or share again.
• Edit outsourced job: change the vendor, status, price or description. Set the Status as the work moves on: Open, Pending, In Progress, Completed or Cancelled.
• Schedule pickup/drop: book the device to or from the vendor.

The job’s own status changes too

• When you outsource a job, its status changes to Outsourced. Your shop can pick a different status with Job status after outsourcing.
• When you set an outsourced job’s Status to Completed, the job’s status changes to Completed. Editing the price or description doesn’t change the job’s status. Your shop can pick a different status with Job status when outsourced work returns.
• Both are under Settings › Jobs & repairs › Job, quotation & payment automations. Leave a setting empty to stop that change.

Add a vendor

1. Go to the Outsourced jobs list and click Vendors.

2. Click +. The Create vendor page opens.

3. Type the Vendor name. Add their Mobile number, Phone number, Email, address and tax number if you have them.

4. Click Create.

Vendors are shared by all your businesses. Open a vendor to see every job you’ve sent them on their Jobs tab.

Something not right?

• You don’t see Outsource to: your shop is on the Lite or Basic plan, or Outsourced jobs is turned off in Settings › App & account › Features. See I can’t find a menu item or button.