Product Support
Work in Progress, Additions and Revisions
General
Work in Progress Window
Searching in the Work in Progress Window
Notes on Searching
Viewing All Work in Progress
Viewing All Saved Estimates
Viewing All Cashiered Orders
Viewing All To Be Posted Orders
Deleting Estimates
Voiding Orders, Counter Sales and Unposted Invoices
Computer Basics

Work in Progress Window

The Work in Progress window lists all your Saved Estimates, Current Work in Progress, Cashiered Orders, and Unposted Invoices (if they exist).

  • It does NOT include Posted Orders, which are found in Service History.

 

This window allows you to search several ways. For more information about searching, refer to:

 

To access the Work in Progress window:

  • From the Main shortcut bar, select Work in Progress, Saved Estimates.

    • Result: The Work In Progress window opens with the Work in Progress tab selected.

 

The Work in Progress window includes the following tabs:

Saved Estimates Tab

  • Grid section:

    • Est #: The estimate number.

    • Customer: The customer name.

    • Phone: The customer's telephone number.

    • Vehicle: This field contains a description of the vehicle year, make, and model.

    • License: The vehicle’s license plate number.

    • Date Written: The date the estimate was originally written.

  • Details section:

    • Customer Name: Clicking this button opens the Edit Customer window.

    • Vehicle:Clicking this button opens the Edit Vehicle window.

    • Job Name: The name of the job.

    • Description: A description of the service rendered or the part supplied (500-character maximum).

      • Example: Replace Brake Pads - Front.

      • This field defaults when a work requested description is already entered in a labor line item.

    • Technician: Click the arrow to select the service provider from your list of technicians.

      • This field defaults when jobs are added to an order that has existing jobs with assigned technicians.

      • Only one technician can be assigned to a job.

    • Job Status: The Job Status Code as defined in the list of job status codes you have set up in your system

  • Button section:

    • Delete: Click this button to delete the selected estimate. A message box allows you to confirm the deletion.

    • Edit: Use this button to edit the selected estimate.

    • Close: Click this button to close the window.

Work in Progress Tab

  • Header section:

    • Print Technician Worksheet: Select an order and click this button to print the Technician Worksheet.

      • This report is a list of all the jobs whose assigned technician is the same technician as the currently selected order.

      • It includes Job information, Item information, Descriptions, and Quantities.

  • Grid Section:

    • Status: The status of the order.

    • Order #: The order number.

    • Customer: The customer name.

    • Phone: The customer's telephone number.

    • Vehicle: A description of the vehicle year, make, and model.

    • License: The vehicle’s license plate number.

    • Written By: Select the name of the person (from your list of service writers) responsible for writing the order.

    • Pickup time: The scheduled pickup time, if assigned.

  • Details section:

    • Customer Name: Clicking this button opens the Edit Customer window.

    • Vehicle: Clicking this button opens the Edit Vehicle window.

    • Job Name: The name of the job.

    • Description: A description of the service rendered or the part supplied (500-character maximum).

      • Example: Replace Brake Pads - Front.

      • This field defaults when a Work Requested Description is already entered in a labor line item.

    • Technician: Click the arrow to select the service provider from your list of technicians.

      • This field defaults when jobs are added to an order that has existing jobs with assigned technicians.

      • Only one technician can be assigned to a job.

    • Job Status: The Job Status Code as defined in the list of Job Status Codes you have set up in your system.

    • Subtotal: The total of all charges, before Discounts, Hazardous Materials fees, Shop Supply fees, or Taxes are added in.

  • Button section:

    • Void button: Use this button to remove the RO or Invoice from the database.

      • After being "voided", the Order is visible only in the Service History window and on the Voided report.

    • Edit: Use this button to edit the selected Estimate.

    • Close: Click this button to close the window.

Cashiered Tab

  • Grid Section:

    • Status: The status of the Order.

    • Order #: The order number.

    • Customer Name: Clicking this button opens the Edit Customer window.

    • Phone: The customer's telephone number.

    • Vehicle: The vehicle name.

    • License: The vehicle’s license plate number.

    • Written By: Select the name of the person (from your list of service writers) responsible for writing the Order.

    • Pickup time: The scheduled pickup time, if assigned.

  • Details Section:

    • Customer Name: Clicking this button opens the Edit Customer window.

    • Vehicle: Clicking this button opens the Edit Vehicle window.

    • Job Name: The name of the Job.

    • Description: A description of the service rendered or the part supplied (500-character maximum).

      • Example: Replace Brake Pads - Front.

      • This field defaults when a work requested description is already entered in a labor line item.

    • Technician:Click the arrow to select the service provider from your list of technicians.

      • This field defaults when jobs are added to an order that has existing jobs with assigned technicians.

      • Only one technician can be assigned to a job.

    • Job Status: The Job Status Code as defined in the Job Status Codes List that you have set up in your system.

    • Subtotal: The total of all charges, before Discounts, Hazardous Materials fees, Shop Supply fees, or Taxes are added in.

  • Button Section:

    • View: Use this button to open the selected invoice in an Order window.

    • Close: Click this button to close the window.

To Be Posted Tab

  • Note: This tab only exists there are paid invoices that have NOT been posted.

  • Grid Section:

    • Status: The status of the order.

    • Customer Name: Clicking this button opens the Edit Customer window.

    • Vehicle: The vehicle name.

    • License: The vehicle’s license plate number.

    • Pickup time: The scheduled pickup time, if assigned.

  • Details Section:

    • Customer Name: Clicking this button opens the Edit Customer window.

    • Vehicle: Clicking this button opens the Edit Vehicle window.

    • Job Name: The name of the job.

    • Description: A description of the service rendered or the part supplied (500-character maximum).

      • This field defaults when a work requested description is already entered in a labor line item.

    • Technician: Click the arrow to select the service provider from your list of technicians.

      • This field defaults when jobs are added to an order that has existing jobs with assigned technicians.

      • Only one technician can be assigned to a job.

    • Job Status: The Job Status Code as defined in the Job Status Codes List that you have set up in your system.

    • Subtotal: The total of all charges, before Discounts, Hazardous Materials fees, Shop Supply fees, or Taxes are added in..

  • Button Section:

    • Post: Click this button to post an Invoice or Counter Sale.

      • Close: Click this button to close the window.