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06 / Materials

Know what was used on every job.

Capture material used during service work and keep it connected to the call and handover.

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Self-guided showroom · No login required · Screenshots use safe demo data and are not a live editable sandbox.

Overview Customers Service calls Engineers Mobile Quotations Delivery Materials Reports

The business problem

Before the record is clear.

When an engineer uses a part at a customer site, the office may only learn about it from a late message. That makes the job harder to quote, hand over or review.

  • Part usage remembered after the visit
  • Material and call records disconnected
  • Office re-enters details for handover

The Navixo solution

Work that carries context.

The engineer or office records material used against the operational work. Where a Delivery Challan applies, the handover can carry the eligible selected items and preserve the connection to the service activity.

  • Material belongs to the job record
  • Office sees the field update
  • Eligible items can move into a connected challan

How it works

A practical handoff from office to field.

Follow the sequence that matches this module. Some jobs skip steps; the record stays connected where the workflow applies.

Desktop / office
  1. 01Open the service call or related work record.
  2. 02Add the material used with the job context available.
  3. 03Review the line before completing the work.
  4. 04Create a connected Delivery Challan when handover applies.
  5. 05Use reports or the related record to review what was used.
Mobile / PWA
  1. 01Open the assigned call.
  2. 02Record the part or material used on site.
  3. 03Update status and completion context.
  4. 04Submit the update so the office sees the material trail.

Actual software

Look closely at the work.

Use the device toggle where both captures are available. Open any image for a readable view.

Call material entryOpen-call material modal with a filled synthetic item, model, serial, quantity and customer-facing selling rate; purchase-cost controls are not exposed.Engineer · public-safe demo capture
New inward service callNew service-call form switched to Inward mode with repeatable physical-product capture fields.Engineer · public-safe demo capture
Inward registerIn-shop inward register for devices received from customers and repair workflow handoff.Admin · public-safe demo capture
Delivery challan detailDelivery challan detail with safe item, customer and status information; all price/profit fields are opaque redactions.Engineer · public-safe demo capture
Edit delivery challanAdmin correction form for a non-invoiced challan; all price/profit fields are opaque redactions and internal notes are omitted.Admin · public-safe demo capture
New delivery challanDelivery challan creation form with customer, destination and repeatable material rows; price/profit fields are redacted.Engineer · public-safe demo capture

All public captures use demo information only. The showroom does not expose live customer records, tokens or internal routes.

Why it matters

Business value you can feel in the day.

Navixo is useful when it reduces uncertainty for the owner, office team and engineer — not because a menu exists.

  • Less guesswork about consumed material
  • Cleaner job costing inputs
  • A stronger bridge from field work to handover

Connected features

Keep exploring the record.

Material used is an operational record; Navixo does not claim a full stock inventory or Product Master.

Connected moduleMobile engineer app→Connected moduleService calls→Connected moduleDelivery Challan→Connected moduleProfit views→

Continue exploring Navixo

What naturally comes next.

04 / Field PWAMobile engineer app→02 / Service deskService call management→08 / HandoverDelivery Challan→13 / Operational money trailPayments and ledger tracking→

Ready to look closer?

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