Work Order Formatting

Use the check boxes to indicate how you want new labor lines to look when inserted on Work Order documents. The Document default is how the customer will see it and the Tech Document Format is how it will appear on the tech instructions and inspections.

Display Hours - Shows the hours detail for the labor line item.

Display Rate - Displays the labor rate for the labor line item.

Display Technician / Supplier - Displays the name of the technician or outside supplier who performed the labor.

Display Price Reduction - Displays the dollar value of the discount given for the labor line item.

Use the check boxes to indicate how you want new material lines to look when inserted on Work Order documents. The Document default is how the customer will see it and the Tech Document Format is how it will appear on the tech instructions and inspections.

Display Quantity - Shows the number of material items sold.

Display Rate - Displays the selling price per unit of the part being sold.

Display Part Number - Displays the part number information for the material line item.

Display Size - Displays the contents of the size field from the material item.

Display Supplier - Displays the supplier the material items was purchased from.

Display Price Reduction - Displays the dollar value of the discount given for the labor line item.

Display MSRP - Displays the Manufacturer's suggested retail price of the part.

 

Select the check boxes for the information you want to be displayed, and set the number of blank lines to be inserted when printing a Technician Inspection form.

Select the check boxes for the information you want to be displayed, and set the number of blank lines to be inserted when printing a Tech Instructions form.

Always print tech inspections with authorization - will automatically print the technician inspection document and any associated pin-point inspections along with the authorization so you don't have to.

Always print previous work - will automatically print an invoice history summary along with the authorization or tech instructions based on which box you check. The invoice history summary will provide a list of archived invoices for the vehicle and include the invoice number, date, odometer reading, invoice amount and a list of service categories affected so you will know what type of work was performed on each invoice.

Always print labor and parts sub-total - will subtotal total labor and total parts charges before taxes on the work order documents.

When printing default to printing X (0-4) copies. Where X is the number of copies. This will enable you to preset the number of copies to be printed for the listed work order document types.