Outstanding Work

Outstanding work is the fourth panel of the new work wizard. Once the vehicle has been chosen, the service records are automatically searched for any outstanding work. In the software, outstanding work is work that has been deferred on a previous visit.

The left hand column lists all outstanding items that have been deferred on previous visits. All aspects of the work at the time of deferral remains intact. This includes all parts information and pricing. It also includes all labor descriptions, times and pricing.

Click on the deferred item.
On the top right you will see the Title of the item, the Notes or description of the item, and the Deferred field will display the date the item was deferred on.

The save as remedied tool allows you to remedy work in the case where the work has been performed at another service center. This is especially important to items that may be on the vehicle's maintenance plan so that you may keep the service intervals up to date even if you did not perform the service. It would also indicate that the customer had work done elsewhere which is something you may have not been otherwise aware.

Click in the box beside Save as Remedied. Today's date will then appear to the right.
Click on the date to access the calendar.
Click the date that the work was performed.
Click the Add button.

Note: Remedied work is added to the work order but is not visible to the customer.

Double click the item to add it to the work order.
Alternatively, click on the item, then click the Add button.

Note: The item will appear in the summarized work section of the window under the appropriate heading. For example, a deferred service package will appear under the services requested chapter.

Right click on the outstanding item.
Click Delete.

The schedule icon will appear at the top right of each pane of the new work wizard if quick schedule notes are present. Clicking the icon will provide the notes collected when the quick schedule was entered.

Contact - This icon will appear when there is a note present on the contact card. To quickly access the notes click on the icon.

Vehicle - This icon will appear when there is a note present on the vehicle card. To quickly access the notes click on the icon.