Technicians usually work their shopping items from the PSS mobile app rather than the web page. In the app, Shopping List in the main menu opens a list with three filters and a search box:
- Today — items needed on today’s stops. The app opens this view for the tech automatically (at most once every eight hours during the working day) so purchased parts are not left on the truck.
- Open — every New and Purchased item.
- Closed — items marked Done.
Each row shows the item, its status badge, and a summary line such as Need Mon, 9/14 (Route) or NEED TODAY (#3) for a purchased part needed on today’s route. From here a tech can:
- Tap + to add a new item (the same fields as the web form: client and property, catalog item, item type, quantity, unit price, taxable switch, description, notes, Attach To, and tech pay). Items can also be added from a route stop’s Shopping Item(s) Needed section and from a job.
- Tap an item to view it, then use More Actions to Mark as New, Mark as Purchased, or Mark as Done.
- Tap Select, tick several items, and use the Mark as: buttons to change them in bulk.
Team members whose only role is Technician cannot see invoice details, cannot open the linked invoice or job from an item, and do not get Invoice Now…; those actions are reserved for managers and admins.