Tip: The contact information will display the first 3 phone numbers from the contact card as well as the first email address. Please refer to the contact card for instructions on how to prioritize the order of these.The print layout tab of the work order editor displays the work order as it would print in the document mode selected. In essence, it is a print preview and you can not edit the work order content on this tab. You can however quickly edit the header information.
Tip: The contact information will display the first 3 phone numbers from the contact card as well as the first email address. Please refer to the contact card for instructions on how to prioritize the order of these.
To edit the customer information:
To edit the vehicle information:
To change the service advisor:
To change the default technician:
Tip: The Print Layout tab will display icons on the top right of the work order when notes are present on the following:
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.
Work Order - This icon will appear when there is a note present on the work order. To quickly access the notes click on the icon.
