Work Order Comments

Default Comments on Work Order Documents

You can author and save standard text or comments to be displayed by default on the software's Work Order documents:

1. Customer Authorizations

2. Technician Inspections

3. Technician Instructions

4. Customer Invoices

5. Customer Estimates

6. Shop Supplies

7. Credit Slips

8. Receivable Statements

TIP: Shop Supply comments are designed to allow you to specify your own label for shop supplies on the work order. It may simply be Shop Supplies or a more inclusive description of what shop supplies can include as required in some Provinces and States by law.

Remember, the text you create here is defaulted on Work Order documents, but may be easily changed at Work Order generation time. So the defaults you set here are simply designed to save time.

To Access the Standard Work Order Comments dialog:

1. Select Tools | Location | Document Comments

The Standard Work Order comments dialog:

Using the Standard Work Order Comments dialog

Follow these steps to author standard comments for each of your Work Order documents:

1. Choose the type of document for which you are creating standard wording: Authorization, Tech Inspections, Tech Instructions, Estimate , Invoice, or Shop Supplies.

2. Sample wording is displayed. You can modify the sample to meet your requirements by typing over the existing text.

3. Click Save / Exit to save the wording and close the Standard Work Order Comments window.

TECHNICAL INFO: Many times it is desirable to display Standard Work Order comments in a smaller font size than the software uses by default. For example, oftentimes companies need to print quite a lot of text on Customer Authorizations (as in the picture above). To force the software to print Work Order comments in a font size other than it's default, begin your comment text with <FontSize=7> (replace 7 with your required font size). This is illustrated in the picture above. The software will interpret text inside the angle brackets as a command to change font sizes, and exclude the command when printing the comment.

The Standard Work Order Comments Toolbar Tools

• The Spell Checker tool is especially important on this dialog. Be certain to spell check every standard comment.

• Use the Cancel tool to close the Standard Work Order Comments dialog without saving your changes

• Click Save / Exit to save all Standard Comments and close the Standard Work Order Comments dialog.

Location Defaults (18:13)