After creating multiple jobs, quickly compare by setting them as Good Better Best options.
Add job(s) to the work document.
Click one of the following:
Note - To use this feature, you must enable Good Better Best in Setup >> User Options >> General.
From the Work screen, click + Item >> Work Performed.
Click Setup >> User Options >> General.
Create Custom Jobs.
Create Symptoms and Assign Suggested Jobs.
Don’t want use Suggested Jobs? Learn how to Disable Suggested Jobs.
Warranty Providers (such as third-party warranty companies or parent companies) must be set up under their own Customer record.
Customers that are having vehicle work done can be assigned to a Warranty Provider.
Customers can be assigned as a Fleet Owner or as part of a fleet (vehicle driver).
All vehicles added to a customer record that has been assigned to a fleet are considered part of that fleet.
Note: When using this feature, the Technicians’ Hourly Rates will be visible on multiple screens to anyone using Manage Online.
For set up, see:
Code Settings – Service Writers
Code Settings – Technicians
Optional: Use the + Item button to add additional items to a Job Grouping.
Cancelling an Invoice
Returning parts or refunding items
It is best practice to credit the entire invoice, then re-bill the invoice with the corrections made.
Note: Refunds can only be issued after the invoice has been finalized.
For instructions on issuing credits, see Crediting an Invoice.
Decode the VIN (Vehicle Identification Number) from the license plate.
View reported Service History by vehicle.
Report completed services to CARFAX so that customers have a record of work performed.
On the Work screen, click Options.
In the Document Options pop-up, select Dispose, Inspect, Keep or Return from the Parts Disposal drop menu >> click Update.
This information will be recorded on the Tech Sheet.
If you haven’t already, add parts into your inventory and create line codes.
See Adding Parts to Inventory.
See Code Settings – Advanced >> Line Codes.
Note: Review your local or state laws to confirm you are able to apply a Shop Supplies fee on your invoices.
From an Estimate or Repair Order, click the red X on the declined job grouping.
A pop-up will appear >> click Defer.
Click the Enable R/O Authorization check box.
From a Repair Order, click Deposit.
In the pop-up screen, select a Method >> enter a Ref (date is automatically filled in) >> enter the deposit Amount >> click Pay.
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