A repair order (RO) is a booking for service work, and can also be known as job cards or work orders.
-
In the Service Control Centre tab, click Booking Manager, then Add Booking.
-
Enter either the vehicle Rego, VIN, or Owner (client), and click Search.
-
If the vehicle does not exist in your system, either click Add New Vehicle to enter all vehicle details, or use the Quick Vehicle Add section to add a few vehicle details, then click Save.
-
If the vehicle is already in your system, select it and click Select Vehicle.
-
Select the Date for the booking, then click Add Booking.
-
In the Booking Details tab, select a Type for the RO (whether it is a service, general work, pre-delivery, or insurance job). If the RO is marked as insurance an extra field will be available to enter the insurance company and the customer excess amount).
-
The dates have been select in the previous screen, but you can change here if need be, and also add Time In/Out if your workshop permits. You can add a Priority Code if required.
-
Select an Adviser, and add a Purchase Order if required.
-
Click on Job 1 to enter job specifics.
-
You can change the Job Type if required (customer, internal, warranty).
-
Click Load Service Schedule to load a service template.
-
Enter a Job Heading. You can assign a Technician, however it is not mandatory.
-
Use the Work Requirement, Concern, and Photos tabs to supply additional information for the technician.
-
Enter an Estimated Repair Time, then click Add to Schedule.
-
You can assign a Time, Tech, and Priority Code, but they are not required. Then click Add.
-
Add more Jobs if required, following steps 10-15.
-
Click Save, or Save & Print to print the RO.
Related Articles
How to turn on/off auto scheduling
How to create service templates
Scheduling and available staff hours
Navigating the booking manager
How to create work to be done and remedy codes
How to turn a service quote into a booking
How to add costings to a repair order