Work Orders/Estimates
Features
How do I create and view Work Orders?
Learn how to create a Work Order and begin tracking items for your shop.
How do I use Work Orders?
Learn how to use Work Orders to track work and invoice customers.
How do I add customer and vehicle to a Work Order?
Learn how to add customers and vehicles to Work Orders for accurate history records.
How do I add jobs to Work Orders?
Jobs in Work Orders contain all the work and billing information needed to invoice your customers.
How do I assign a technician to a Job?
Assign technicians to Jobs in Work Orders to track workload or allow time tracking by the technician.
How do I add Parts, Labor or Fees to a Job?
Add Parts, Labor and Fees to a job to track work and prices for invoicing.
How do I add Canned Jobs to a Work Order?
Easily add pre-built Jobs to any Work Order.
How do I add photos to a Job?
Track photos and work done on any job by uploading photos.
How do I add notes to a Job?
Track private notes inside the shop for any job in a Work Order.
How do I clone a Work Order or Estimate?
Learn how to clone or copy a Work Order or Estimate and save time entering new work.
How do I create canned messages for email?
Learn how to create canned messages to streamline your email communications.
How do I use the Recommended Maintenance Assistant
Learn how to lookup recommended services for your vehicles.
Managing Service Locations & Mobile Dispatch
Learn how to use Bay Boss to track different service locations
Using the "My Jobs" View in Bay Boss
Learn how to give your techs access to jobs without all the features of Repair Orders.
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