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DealerTeam

Add Job Lines to a Repair Order

Repair Orders can contain up to 200 job lines per invoice.  The job line represents the specific work to be performed.

Goal: Add Job Lines to Repair Orders

After a Repair Order has been created, individual Job Lines are added to build out the scope of work to be completed by a Technician. Standard Operation Codes (OP Codes) are used to create each Job Line Item.

It is a prerequisite to create Op Codes prior to assigning them to a Job line. The details within each Op Code pre-populate, saving the Service Advisor valuable time when added and removed Job Line Items.

To learn how to add new Op Codes, click Standard Op Codes. If you do not have access to this you can ask your Administrator to create them.     

First Step

From an open Repair Order, under the Vehicle Information section, click the Add Job Line button. 

add job line button

Second Step

Use the drop down arrow to select the desired Op Code. Keep in mind if you do not see an exact fit to the repair concern you are having that is OK. The Op Codes are used primarily to track the types of repairs that are completed. Think of these as a category of repair, Not a specific repair.

 Click Update to save the Job Line.

 

select opt code 1

Third Step

Once the Job Line has been created it will receive a line number. The small arrow next to the line number will open and collapse additional input fields. 

Each Job Line contains the following elements:

Concern              : Concern to be addressed with this repair event

Cause                 : Root cause of the issue requiring correction

Correction           : The work performed to correct the concern

If you are having a technician attempt to identify the problem, you can just fill out the concern portion. Make sure to be specific as to what issues the customer has relayed to you to be the problem. It is OK to leave the Cause and Correction Blank until your Technician identifies the problem.

Click on little arrow  next to the job line number

 

Parts   

Once you know what parts are needed to complete the repair you can enter them as follows:                

Click on Parts tab to add a part to the Repair Order

Select part to add to the repair order

Pay attention to the on hand and on order quantities of parts. If you do not show any stock of a given part you can note that the part needs to be ordered in by inputting the quantity in the QTY Order box. Whatever quantity you enter here will be posted to this Repair Order. So do not use this as the place to note that you would like to have additional on hand.

You can order parts and also see inventory at multiple locations

Tech Time          

To assign a specific Technician to the Job line you can choose Tech Time. Choose the correct Technician form the drop down list. When you are assigning the work you can enter the Book Time. This will determine how many hours are billed to the customer. The Actual Time can be filled out after the repairs are completed. The rate will vary on your organization. The system can be set up to default to a specific rate based on your store or you can manually input a value here. The amount charged the customer will be the Book Time times the Rate.

If you do not see the technician you are looking for check with your Administrator and have them add the user as a technician.

Select tech to do the work.  Add book time and actual time to the repair order.

 

Misc. Charges     

This section is where you can add non inventoried cost to the Repair order, There are 4 main categories you can choose from. 

Shop Supplies: This can be a preset amount or a rate that changes with the number of hours on a repair order. 

Freight: Much like Shop Supplies, This can be a preset amount or a rate that is charged based on amount of parts sale.

Hazardous Materials: This is typically a static charge to be applied to cover the disposal of Hazardous Waste.

Other: This is where you can input anything that does not have a job specific cost but still should be charged to this Repair Order

 

Adding miscellaneous fees to a purchase order.

What's Next

Each new Job Line can have a different Pay Type. Learn about Multiple Payment Methods for Repair Orders