Blue Collar Parts User Guide: From First Customer to Sent Service Record

The Blue Collar Parts user guide in order: set up your account, add customers and equipment, start the work, record the PM or inspection, and send the record your customer opens. Each step links to its full how-to.

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Every job in Blue Collar Parts follows the same path: a customer, a piece of equipment, the work, and a record your customer opens. This guide lists the steps in the order you take them. Each step has its own page with the screens and buttons.

1. Set up your account

Create an account, confirm your email, and follow the short setup that adds your first customer and asset. See Getting started with Blue Collar Parts.

2. Add your customers and their equipment

Add each customer once, with an email address, because the record is delivered by email. Then add each truck, trailer, generator or marine engine you service. For trucks and trailers, enter the VIN and press Decode VIN to fill in the vehicle details. See Add customers and assets.

3. Know the carrier before you start

For a motor carrier, save the customer's USDOT number. Blue Collar Parts then shows you the carrier's public FMCSA roadside inspection record. Only you see it. It is not on your customer's record. See Look up a carrier by USDOT number.

4. Start the work

Start a service event for the asset. The work gets a record number as soon as it starts. See Start a service event.

5. Record what you did

Walk the PM form item by item while you are at the equipment, and note what you found and what you fixed. Blue Collar Parts has PM forms for over-the-road trucks, marine diesel engines and diesel generators. See Record a PM service. For repair work, write it up as complaint, cause and correction.

6. Send the record to your customer

When the work is complete, send the record. Starting and recording work is free. You pay when you send, and the price is on the button before you pay. See Send a record to your customer.

7. What your customer receives

Your customer gets a page they can open, read and keep. It names the asset, the date, and you, with every item you recorded beside it. See What your customer receives.

8. Read the record the way your customer does

Every result on the record is said in words and marked with a color and a shape: green for work that passed, red for a failure you recorded, amber for a caution, gray for a fact with no pass or fail. The app uses the same words while you work, so what you see when you file is what your customer reads. See how to read a service record.

9. Keep track of the work

The dashboard shows work in progress, records ready to send, and records already sent. The calendar lists next service dates from completed work. It is your own schedule, and your customer is not notified. To put a visit on another calendar, use Add to calendar. See Work, Sent, and Records.

Start from the problem in front of you

Most technicians reach this guide from a job, not from the product. These pages cover the work itself, and each one names the step above where Blue Collar Parts comes in.

Links into the app open your account. If you are not signed in, you will be asked to sign in first.

Licensed CC BY 4.0. Reuse it with attribution to Blue Collar Parts.

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