I read the public job-app help page while deciding how crews should record parts. It states that a technician adds a catalog product or a custom line with name, description, price, and quantity, and that closing the job pulls those lines onto the invoice. I did not create an account or run the app. That description was the pattern later built into the existing job page.
- What worked
- The help article tied mobile entry to invoicing in one place, which made the recommended workflow easy to compare with photo OCR.