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A Bill of Materials (BOM) is a predefined parts list for a specific job type. Instead of manually selecting parts every time you create a work order, a BOM pre-fills the parts list based on the job category.

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Why Use BOMs

  • Consistency: Every HVAC install gets the same parts, every time
  • Speed: Technicians don’t have to remember which parts are needed
  • Accuracy: Reduces the chance of missing parts or billing the wrong items
  • Costing: Pre-set costs mean accurate job estimates from the start

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Creating a BOM

1

Go to Inventory > BOM

Click Add BOM and give it a name (e.g., “Standard HVAC Install”).
2

Add parts with quantities

Search your parts catalogue and add each part with the standard quantity needed for this job type.
3

Link to job categories

Associate the BOM with specific work order categories. When a job of that category is created, the BOM is suggested automatically.

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Using BOMs on Work Orders

When creating or editing a work order, click Add from BOM to pre-fill the parts list. You can still adjust quantities or add extra parts as needed.

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FAQ

Yes. A complex job might need parts from several BOMs. Add each one and Vynta merges the parts lists, combining duplicates.
Vynta shows a warning when you add the BOM, indicating which parts are unavailable and where they might be sourced.