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How To: Articles
Repair Order Options
Cloning and Hiding Jobs
Good Better Best Jobs
Adding Work Performed Notes and Advisory Notes
Requiring and Assigning Job Categories
Using Suggested Jobs
Adding and Invoicing Warranty Jobs
Adding and Invoicing Fleet Vehicles
Tracking Technician Cost & Time
Assigning Service Writers and Technicians to the Work Document
Using the "Add Job" Button to Build a Work Document
Crediting an Invoice
Issuing Refunds
Enabling and Using myCARFAX
Recording Disposal of Parts on an Invoice
Creating and Editing Custom Jobs
Applying Shop Supplies Fees and Hazmat Fees to Repair Orders
Using Deferred Work
Authorizing Repair Orders
Making Deposits on Repair Orders

Requiring and Assigning Job Categories

Requiring Job Categories

Turning this feature on will mark Jobs that do not have a Job Category assigned in red and prompt you to assign a Job Category when creating an Invoice.
  1. Click Setup >> User Options >> General.
  2. Click the Make Job Category required check box.
  3. Click Update.

 

Assigning Job Categories 

Note: Many catalog parts include a default Job Category. When adding these parts, the Job will automatically assign the corresponding Job Category.

When Creating a Repair Order

  1. Add a Job to your Work Document.

  2. Click the name of the Job.

    • Note: The job name will appear in red when Make Job Category required is turned on and and no Job Category has been assigned.

  3. Select a Category from the drop-down >> click Update.

When Creating an Invoice

IMPORTANT - Make Job Category required must be enabled in order for the Update Job Categories window to automatically appear when creating an Invoice. 

  1. Create a Work Document.
  2. Click Invoice.
  3. Select a Job Category for each Job >> click Continue.