Adding New Jobs

To add Jobs when creating Orders:

  1. On the Order window, from the Add Job>> options, select New Job.

    • Result: The New Job window displays with the Select New Job Items window opened over it.

      • Note: The same Job window is used when adding New jobs, New Recommendations, or New Service Interval Jobs.

    • Depending on the type of job being added, the title is one of the following and some fields differ as shown below:

      • New Job

      • Service Interval Job

      • Recommendation

  2. Complete the Select New Job Items window as appropriate and click Submit.

    • The Job window is displayed.

  3. Enter the appropriate information about the Job including:

    • Job Name or Service: This field is pre-filled and cannot be canged.

    • Category or Service Schedule

      • The Job Category is a brief description of the job category.

        • Use the down arrow to select a category from the list.

        • The Setup tab of the Company Setup window lists the Job Categories and allows you to configure the Job Categories.

      • Service Schedule: The brief description of the type of service (Normal or Severe) that is selected when the Service Interval Job is created.

    • Assigned Technician: Click the arrow to select the service provider from your list of technicians.

      • This field defaults when jobs are added to an order that has existing jobs with assigned technicians.

      • Only one technician can be assigned to a job.

    • Status: Click the arrow to select a Job Status Code, if one applies.

    • Description: A description of the service rendered or the part supplied (500-character maximum).

      • Example: Replace Brake Pads - Front

      • This field defaults when a work requested description is already entered in a labor line item.

    • Symptom: The symptom is the indication of a problem from the customer’s perspective.

      • Note: Symptoms are not available for Service Interval Jobs

  4. From the Button Bar above the grid:

    • Button options:

      • Add Item: To open the Select New Job Items window.

      • Edit Item: To open the appropriate Job Item tab window.

      • Save As: To save the Job as a Shop Job (the appropriate options are displayed).

    • The buttons that are available are:

      • Select All: Use this box to select all of the listed items.

      • Add item: Use this button to open the Select New Job Items window which allows you to create a new item.

      • Edit Item: Use this button to open the corresponding tab of the Select New Job Items, which allows you to edit a line item.

      • Delete: Delete the selected item.

      • Select None: Use this box to deselect all of the listed items.

      • Rollback: Undo the deletion of items.

      • Save as Shop Job: Click this button to save a Job as a Shop Job for future use.

      • Catalogs: Click this button to access one of the following catalogs:

  5. The grid displays the following information about each line item including:

    • Line item: Use this box to select items to perform actions against. On invoices, this is a display-only field.

    • Type:Type of line item: Part Items, Misc Items, Labor Items, Sublet Items, or Note Items.

    • Job Title/Code: Name of the job or job code, which indicates the state of service or repair.

    • Description: A description of the service rendered or the part supplied (500-character maximum).

      • For example, Replace Brake Pads - Front.

      • This field defaults when a Work Requested Description is already entered in a Labor line item.

    • Qty/Hrs: The number of labor hours provided, or the number of parts, miscellaneous charges, or sublet services provided.

      • Note: The number of parts indicated reflect changes made in ALLDATA® MANAGE℠ or sent to ALLDATA MANAGE. Any changes to the quantity of parts ordered from a catalog should be made in the Catalog service and not in ALLDATA MANAGE directly.

      • If you manually change the quantity of parts selected from a catalog (for example AZ Parts or WorldPac) the changes are not sent to the Catalog service.

    • Cost/Flg Hrs: The price of one part or the number of flagged hours.

    • Retail: The charge of one service or part to the customer, including markups.

    • Line Total: The line total is the charge to the customer. This is the Qty/Hrs multiplied by the Retail price.

      • (labor rate) X (hours worked)

      • (cost + markup) X quantity

        • Note: You can change the order of items on the job by selecting a Line Item and clicking the Line Position arrows at the right side of the grid.

  6. Use the boxes in the right column to verify the following:

    • Line Item Totals By Type

    • Hazmat Charges

    • Supply Charges

    • Taxes

    • Totals

  7. When you finish entering the job information, click Subimt.

    • Result: The job is saved and the Quote window is displayed.