Integration with inventory to verify parts availability before dispatch

Purpose

1.1. Automate pre-dispatch inventory checks for air conditioning repair jobs, ensuring technicians have all required parts before assignment.
1.2. Minimize failed service attempts due to unavailable components, optimizing scheduling and customer satisfaction.
1.3. Synchronize job scheduling systems with real-time inventory validation to reduce manual coordination and errors.
1.4. Allow dynamic dispatch re-routing or job changes if necessary parts are identified as unavailable during initial scheduling.

Trigger Conditions

2.1. New job created in the scheduling tool pending technician assignment.
2.2. Immediate trigger upon status update or specific workflow step marking job for scheduling or dispatch review.
2.3. Manual request for inventory check from dispatcher console outside normal job creation workflow.

Platform Variants

3.1. ServiceNow
• Feature/Setting: Flow Designer → Action: "Get Inventory Stock" via REST API to ERP/Inventory system; configure webhook on job ticket creation.
3.2. Salesforce Field Service
• Feature/Setting: Apex Trigger on "New Work Order" → Built-in InventoryLocation APIs; visualize part status on dispatcher console.
3.3. SAP S/4HANA
• Feature/Setting: Custom workflow via SAP Business Workflow; BAPI_MATERIAL_AVAILABILITY function for parts verification.
3.4. Oracle Fusion Cloud Maintenance
• Feature/Setting: Integration to Inventory REST API "/fscmRestApi/resources/11.13.18.05/inventoryBalances" on work order creation.
3.5. Microsoft Dynamics 365 Field Service
• Feature/Setting: Power Automate flow—trigger "Work Order Created," step "Get Inventory Levels" using OData API.
3.6. NetSuite
• Feature/Setting: SuiteScript automation on "Sales Order" or custom "Service Order"; use SuiteTalk InventoryBalance SOAP API.
3.7. Zendesk
• Feature/Setting: Trigger on "New Ticket" with part/asset tag; app extension fetches inventory details from external system via REST API.
3.8. Jira Service Management
• Feature/Setting: Automation rule on new issue type ("AC Repair Job"); webhook triggers external stock check pipeline.
3.9. Freshdesk
• Feature/Setting: Automations on "New Service Ticket"; invoke external inventory platform API for part lookup.
3.10. Zoho Inventory
• Feature/Setting: API endpoint "/inventory/available" on work order event; scripts update job status if parts missing.
3.11. IBM Maximo
• Feature/Setting: Automation script on "Work Order" creation; MBO JavaScript calls MAXINVENTORY object for part status.
3.12. QuickBooks Commerce
• Feature/Setting: Event-based API polling on "Estimate Accepted"; fetch available stock for required SKU.
3.13. Odoo
• Feature/Setting: Automated Job Scheduler triggers XML-RPC lookup on stock.quant for each service part.
3.14. Xero
• Feature/Setting: Use Xero Inventory API to check item count upon new sales invoice/job; alert if low.
3.15. SAP Business One
• Feature/Setting: DI API in user scripts checks item quantity in warehouses on "Service Call" creation.
3.16. Epicor Kinetic
• Feature/Setting: BPM Workflow runs part availability query; raise exception if any stock shortfall.
3.17. Smartsheet
• Feature/Setting: Workflow automation triggers webhook on row/job submission; fetch inventory from REST source.
3.18. Airtable
• Feature/Setting: Automation set on "Job Intake" record; script block queries inventory status via API.
3.19. Monday.com
• Feature/Setting: Integration recipe on "Job Request Submitted"; make HTTP call to inventory endpoint.
3.20. Asana
• Feature/Setting: Rules on new "Repair Task"; run script step connecting task details to stock management app.

Benefits

4.1. Reduces job cancellation rates by preventing dispatches on unavailable parts.
4.2. Cuts manual communication—instant parts validation improves responsiveness.
4.3. Boosts resource utilization and job throughput via automated alerts and re-routing.
4.4. Improves customer experience with accurate ETAs and fewer reschedules.
4.5. Enhances data reliability across service, warehouse, and customer communication flows.