Item-Level Tracking with Full Chain-Of-Custody Visibility

What this means for distribution businesses

A furniture retailer delivering a sofa, coffee table, and two lamps to one address needs to track each item separately. Item-level tracking shows which items were picked, which are on the van, and which have been delivered. If the lamps arrive but the coffee table does not, the system records a partial delivery with the correct items marked as done and the missing item marked as failed. Courier operations handling multi-parcel orders can track each parcel's status independently within a single task. For wholesale distributors, item quantities and sizes feed directly into load capacity calculations so the optimizer knows exactly how much space each delivery needs.

What this means for field service businesses

An HVAC company replacing a boiler, thermostat, and two radiator valves on one job needs to track which parts were installed and which were not needed. Item-level tracking within the task shows individual part status. Electrical contractors managing multi-component installations can mark each item as installed, failed, or returned. Pest control operators tracking bait stations across a large commercial site can log the condition of each station as a separate item within the service task. For facilities management teams replacing multiple fire extinguishers in a building, each unit is tracked individually with its serial number and location.

How it works

• Add multiple items to a single task with descriptions, quantities, and unit sizes
• Each item carries its own state: initial, pickup done, done, failed pickup, failed, or failed other
• Item states sync with the overall task status or operate independently based on configuration
• Partial deliveries are recorded automatically when some items succeed and others fail
• Import items via CSV or API with custom data fields for serial numbers, batch codes, or categories