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Setting Up Technician Vans as Warehouses

Written by Jeffry Juni

This guide explains how to set up a technician’s van as a warehouse in FieldInsight. This is useful when each technician carries their own stock, and you want products used on jobs to be taken from that technician’s van inventory by default.

Overview

In a real-life setup, you may have multiple service vans, with each van assigned to a specific technician. By creating each van as a warehouse and linking it to the technician’s staff profile, FieldInsight can automatically default product usage to the correct van warehouse when the technician adds materials to a job.

Step 1: Create a Van Warehouse

  1. From the left-hand menu, go to Inventory.

  2. Open Products.

  3. Click Settings.

  4. Select Edit Warehouses.
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  5. Create a new warehouse for the technician’s van by clicking + Item.
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  6. Enter the warehouse name.

    Example:
    Frank Van or simply Frank

  7. Click Create.

Repeat this process for each technician who has their own van.

Step 2: Assign the Warehouse to the Technician

  1. Go to Staff.

  2. Open the profile of the technician you want to assign the warehouse to.

  3. Find the Default Warehouse field.

  4. Select the warehouse created for that technician.
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  5. Click Save.

Step 3: Schedule a Job for the Technician

  1. Create or open a job.

  2. Schedule the job to the technician who has been assigned a default warehouse.

  3. Save or update the job schedule.

Step 4: Add Products or Materials to the Job

When the technician adds products or materials to the job, FieldInsight should default the product location to the technician’s assigned warehouse.

For example, if Frank is assigned to the Frank Van warehouse, products added by Frank should default to that warehouse. This helps ensure the stock is deducted from the correct van inventory.

Important Notes

The default warehouse setup is most useful when technicians are adding materials or products to jobs themselves.

Make sure your products are properly set up for inventory use. If products are not configured correctly, the warehouse selection may not behave as expected.

Example Scenario

A company has 10 technicians, and each technician has a dedicated van. Each van carries its own stock.

To manage this:

  1. Create one warehouse for each van.

  2. Assign each warehouse to the matching technician.

  3. When a technician uses parts on a job, the products are deducted from their assigned van warehouse by default.

This allows the business to track which van stock was used and helps keep inventory records accurate.

Why Use Van Warehouses?

Using van warehouses helps businesses:

  • Track stock by technician or vehicle.

  • Reduce manual warehouse selection.

  • Improve inventory accuracy.

  • Make it easier to understand which products are being used in the field.

  • Support real-world workflows where technicians carry parts in their vans.

Summary

To set up a technician’s van as a warehouse:

  1. Create a warehouse under Inventory > Products > Settings > Edit Warehouses.

  2. Assign that warehouse to the technician under their Staff profile.

  3. Schedule jobs for the technician.

  4. When the technician adds products to the job, the system can default to their assigned van warehouse.

This setup is ideal for field teams where each technician manages stock from their own van.

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