Job audits
Job audits verify that the materials pulled for a job match what was actually used. This is the final step before a job is closed and its costs are locked.1
Mark the job ready for audit
When a job’s material movements are complete, click Ready to Audit on the job.
2
Route to the assigned auditor
The job is routed to the auditor assigned to that location. Assignment is location-based, so the person responsible for that warehouse or truck receives it.
3
Auditor receives notification
That auditor receives a Ready for Audit notification, including on the mobile app.
4
Auditor reviews and decides
The auditor reviews the recorded quantities against the physical count and either approves or rejects.
5
Job is completed or returned
On approval the job is completed and its costs are final. On rejection it returns for correction.
Company Admins are included in audit assignment, so an admin can always action an audit regardless of location. If an audit appears with nobody assigned, check that the location has an auditor and that the user’s locations are set correctly in Users.
Inventory audits and cycle counts
Physical counts of a location can also be run directly, most commonly from the mobile app while standing in the warehouse or at the truck. Counting a location on a regular cycle, rather than only when a job closes, is what keeps negative balances from accumulating. For more on how negative inventory is created, see Pull Material. For how Ready to Audit fits into the job lifecycle, see Closing Jobs.Related articles
- Pull Material - Understand how negative inventory is created when pulling at zero stock
- Closing Jobs - Learn how Ready to Audit triggers the audit workflow before a job closes
- Service Trucks - Run cycle counts on mobile locations from the field