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Barcode scanning for parts check-in/check-out

Gwen Albright

Hey team — quick question on inventory workflow. We're trying to tighten up our parts tracking and I'm wondering if anyone's using barcode scanning in FieldPulse for check-in/check-out scenarios.

Here's our situation: techs pull parts from the warehouse in the morning, use them throughout the day, and return unused items at night. Right now it's a lot of manual entry in the mobile app and we're seeing delays at both ends of the day. Not ideal when everyone's trying to get on the road.

I've seen the barcode scanning mentioned in release notes but I want to understand the actual workflow before I commit the team to it. Specifically:

  • Does the mobile app camera scan work reliably, or are we talking about needing external Bluetooth scanners?
  • Can techs scan parts "out" to themselves at the start of shift and "in" when they return them?
  • Does this integrate with the existing Reserving Inventory for Upcoming Jobs feature or is it a separate flow?

Also open to hearing how you've structured this if you're doing something similar. I've seen some teams use a hybrid approach with a dedicated "parts runner" role but that feels like overhead we don't need at our scale.

Thanks!

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    Hi Gwen! Happy to help clarify the official capabilities here.

    Josh covered the practical side well — I'll just add the direct links to our documentation:

    Barcode Scanning for Inventory Management covers camera vs. external scanner setup.

    For the workflow you described, you'll want to use Inventory Transfers rather than the job reservation flow. Here's the difference:

    1. Job Reservations (Inventory → Reserve) commit parts to a specific work order. The parts stay in your warehouse location until the technician marks them "used" on the job.
    2. Transfers to Technician (Inventory → Transfer → Select technician as destination) move parts to a virtual "technician van" location immediately. Good for bulk morning check-out.

    Most operations teams actually use both: transfer common stock to technicians at shift start, then reserve specific high-value parts directly to jobs.

    The reconciliation report Josh mentioned is available under Reports → Inventory → Technician Holdings. No Excel export required — it's built for exactly this use case.

    Let me know if you'd like to walk through setting up the transfer workflow in a test environment first!

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    Hi Gwen! Happy to help clarify the official capabilities here.

    Josh covered the practical side well — I'll just add the direct links to our documentation:

    Barcode Scanning for Inventory Management covers camera vs. external scanner setup.

    For the workflow you described, you'll want to use Inventory Transfers rather than the job reservation flow. Here's the difference:

    1. Job Reservations (Inventory → Reserve) commit parts to a specific work order. The parts stay in your warehouse location until the technician marks them "used" on the job.
    2. Transfers to Technician (Inventory → Transfer → Select technician as destination) move parts to a virtual "technician van" location immediately. Good for bulk morning check-out.

    Most operations teams actually use both: transfer common stock to technicians at shift start, then reserve specific high-value parts directly to jobs.

    The reconciliation report Josh mentioned is available under Reports → Inventory → Technician Holdings. No Excel export required — it's built for exactly this use case.

    Let me know if you'd like to walk through setting up the transfer workflow in a test environment first!

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