Jobs
Each Work Order can have one or more jobs. Jobs contain all the details associated with the work done and the charge for the customer. There are separate sections for Parts, Labor and Fees.
To start, click on the green “Add Job” button and a new job will appear on the page. Give the job a title (example, 4-wheel alignment) so the job contents are easily understandable.
Optionally, if you have created Canned Jobs (available under Templates/Canned Jobs), clicking the “Canned Jobs” button will open the Canned Jobs sidebar. You can easily add a Canned Job (preset Parts, Labor and Fees) to the Work Order.
The job container shows the Job Title, Job Status, Job Total and gives you options for Searching for items to add to the job (parts, labor, fees or PartsTech parts), Adding images to the job, private notes, assigning a technician or deleting the job. Each option is explained below.
Job Title - Descriptive title for the work defined below. This can be edited at any time.
Job Status - Current status of the Job in this Work Order (Pending, In Progress, On Hold, Complete or Deferred). Setting the status to Deferred with prompt for a reason and move the job to the Deferred tab.
Job Search - (Magnifying Glass icon) clicking this icon opens the Search sidebar which allows selecting between Parts, Labor or Fees. Optionally, if the PartsTech integration is enabled (Integrations Nav button on the left side of the page) you can search PartsTech for any parts and automatically add them to this job.
- Parts - Click on the Parts button to display all of the parts in your parts Inventory (must be added to the Inventory page first). Parts can be searched by name. To add a part to the job, click the green + icon to the right of any part.
- Labor - Click on the Labor button to display all of the Labor items for your shop (must be added to the Settings/Labor Rates page first). Labor can be searched by name. To add a Labor to the job, click the green + icon to the right of any Labor.
- Fees - Click on the Fee button to display all of the Fee items for your shop (must be added to the Settings/Fees page first). Labor can be searched by name. To add a Labor to the job, click the green + icon to the right of any Labor.
- Custom Items - Optionally, you can add a custom Part, Labor or Fee item by clicking the “Add custom…” button on any of the Parts, Labor or Fee tabs.
Job Photos - Photos can be added to any job in a work order. Pressing the camera icon opens the Job Photos sidebar where you can drag and drop or browse for photos on your computer. Once added, clicking on any of the images will open a photo viewer.
Job Notes - Allows for recording private (not automatically shared with the customer) notes on any job in a work order.
Job Assigned Tech - Add technicians to each job in the workflow by clicking the Assigned Tech button. It will open a popup that lists all the active users in your shop. Select one or more, then click “Assign Users”. Once assigned, the Time Clock will be available for that user when they are in the Work Order and they can track their time on any job.
Delete Job - Deletes the job and any associated Parts, Labor or Fee items. This can’t be undone.
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