Before you can make your first Service Order you should set up Labor Types and Mechanics. You can also configure Bays to keep track of where a customer unit is assigned.
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Labor Types are used so you can bill labor at the right rate for the right type of work.
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Bays allow you to assign a unit to a physical location in your shop.
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Mechanics should be set up so the right users see their assigned jobs.
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Job Templates are optional, but useful once you've handled a few common jobs.
⚙️ How Do I Add Labor Types?
To bill labor at the right rate, go to Configuration > Service > Labor Types and add a Name and an hourly rate for each type of labor you bill, such as Diagnostic, Warranty Work, or Standard Repair.
Read more about configuring Labor Types.
⚙️ How Do I Add Bays?
To assign jobs to a physical location in your shop, go to Configuration > Service > Bays and add a Name for each bay.
Each customer unit can be assigned to a bay, so mechanics and counterpersons can see where a vehicle is without walking the shop floor.
Read more about configuring Bays
👤 How Do I Flag a User as a Mechanic?
To set up a user as a mechanic, go to that user under Configuration > Users and check Service Order Mechanic in the user's Account box.
All users will appear in the Assigned To menu on a job, but mechanics will be listed first.
Mechanics will also see a My Jobs tab on the Service Orders screen, allowing them to find their assigned jobs or unassigned jobs quickly.
Read more about configuring Users.
It is also a good idea to review User Permissions so you can control who can see and edit service orders, labor rates, and manage time clocks.
Read more about configuring users and permissions.
🧰 How Do I Create a Job Template?
Templates save you from re-entering the same complaint, labor, and parts every time a common job comes up.
Open any job on a Service Order and click Save As Template. When you create a new job afterward, click From Template to fill it in from a saved template instead of starting blank.
Read more about creating and using Job Templates.
🔎 How Do I Find Service Orders?
Mechanics can find their open assigned jobs on the My Jobs tab on the Service Order screen. If you are not a mechanic, you can find Service Orders through the Service Orders tab on the Home screen, which lists every order with its Order #, Date, Customer, Unit, Status, and Counterperson, and lets you filter the list down to a specific order.
Read more about the Home screen.