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Creating and Editing Custom Jobs
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Authorizing Repair Orders
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Creating and Editing Custom Jobs

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Custom Jobs are pre-built jobs that can be added to a work document with a single click.

 

Creating Custom Jobs

  1. If you haven't already, add parts into your inventory and create line codes.

  2. Click Setup >> Custom Jobs.

  3. Enter a Job Name >> Description >> select a Sales Class Code.

    • Entering a Job Name and clicking Find will search for an existing job with that name.

    • Note: The Description will appear on the customer's invoice.

  1. Select one of the following Price Types:

Standard

Creating a Standard Price Job:

  1. Complete the job specific options below:

    1. Category: This job will appear under the assigned category when making selections from the Custom Job selection screen.

      • Note: Jobs that do not have a category assigned will appear in the Uncategorized section of the Custom Job selection screen.

    2. Use Customer Rate: Selecting Use Customer Rate will substitute the customer’s Default Labor Rate for the existing labor rate in the Custom Job.

    3. Active: Unchecking this box will remove the job from the Custom Jobs selection screen.

  2. Select a Type to start adding items

    • P - Product: In Description, enter the part name (or % to search all parts) then click Search.

      • If the part does not exist in your database, you can add a new part by:

        • Entering a Line Code >> Code >> Description >> Qty.

      • To change the prices of existing parts or to set prices for new parts: 

        • Check the Override Prices checkbox >> enter the appropriate pricing information in the Sell, Trade Price and Cost Price boxes .

    • L - Labor: Click Search to select an existing labor rate, then enter the labor hours into the Qty box.

    • WD - Work Description: Click Search to select a pre-built Work Description.

    • PG - Catalog Group: Add Catalog Groups to save time when searching integrated electronic parts catalogs (see details below).

      Optional: How to build PG - Catalog Groups

      1. Select PG - Catalog Group >> the integrated Catalog >> click Select.

      1. Click Select a Part Group and make a selection >> enter a Group Description (name of the Product Group) (optional).

        • Notes:

          • Example Part Group: Brakes and Traction Control

          • If no Group Description is entered, the first Part Group selected will autofill as the Group Description.

      1. Select all specific Part Groups related to the desired part.

        • Example: Brake Pad/Shoe - Front

          • Note: Type keywords to filter results, then click to add. 

      1. Click the Part Group field to add all Part Groups that may include the item.

        • Example: If you are creating a PG - Catalog Group for Front Brake Pads, add all items similar to Front Brake Pads, such as: Brake Pad/Shoe - Front, Brake Pads - Front, New Brake Pads Front and Performance Brake Pads.

      1. Your selection will look similar to this example >> click Done.

      2. The  PG - Catalog Group has been added to the Custom Job.

      • Note: When a Custom Job with a PG - Catalog Group is added to the work document, the electronic catalog will automatically open, with links to the desired parts under "Pick List."

        • Available Catalogs to use: OEM, AutoZone and Transtar.

  3. Click Add when you have entered in all the necessary information for the item.

  4. Repeat this process until the job is complete.

  5. Click Update.

 

Package Price

Select Package Price if the custom job will be sold at a predetermined price, but you want to account for part pricing.
  • Package Price is often used to create loss-leader jobs.
  • Job total displays the customer price as the Sell price of the parts with an adjusted labor rate to meet the Sell price set for the job.
  • If the part pricing exceeds the Sell price set for the job, the job total will increase accordingly.

Creating a Package Price Job:

  1. Complete the job specific options below:

    1. Category: This job will appear under the assigned category when making selections from the Custom Job selection screen.

      • Note: Jobs that do not have a category assigned will appear in the Uncategorized section of the Custom Job selection screen.

    2. Sell - Set a minimum price that you would like to sell this job for.

      • As parts are added, the labor rate will automatically be adjusted to meet this total.

      • If part prices exceed the sell price, the job total will increase above the minimum.

    3. Use Customer Rate: Selecting Use Customer Rate will substitute the customer’s Default Labor Rate for the existing labor rate in the Custom Job.

    4. Active: Unchecking this box will remove the job from the Custom Jobs selection screen.

  2. Select a Type to start adding items

    • P - Product: In Description, enter the part name (or % to search all parts) then click Search.

      • If the part does not exist in your database, you can add a new part by:

        1. Entering a Line Code >> Code >> Description >> Qty.

      • To change the prices of existing parts or to set prices for new parts:

        • Check the Override Prices checkbox >> enter the appropriate pricing information into the Sell, Trade Price and Cost Price boxes

    • L - Labor: Click Search to select an existing labor rate, then enter the labor hours into the Qty box.

    • WD - Work Description: Click Search to select a pre-built Work Description.

    • PG - Catalog Group: Add Catalog Groups to save time when searching integrated electronic parts catalogs (see details below).

      • Note: When a Custom Job with a PG - Catalog Group is added to the work document, the electronic catalog will automatically open, with links to the desired parts under "Pick List."

        • Available Catalogs to use: OEM, AutoZone and Transtar.

      Optional: How to build PG - Catalog Groups

      1. Select PG - Catalog Group >> the integrated Catalog >> click Select.

      1. Click Select a Part Group and make a selection >> enter a Group Description (name of the Product Group) (optional).

        • Notes:

          • Example Part Group: Brakes and Traction Control

          • If no Group Description is entered, the first Part Group selected will autofill as the Group Description.

      1. Select all specific Part Groups related to the desired part.

        • Example: Brake Pad/Shoe - Front

          • Note: Type keywords to filter results, then click to add. 

      1. Click the Part Group field to add all Part Groups that may include the item.

        • Example: If you are creating a PG - Catalog Group for Front Brake Pads, add all items similar to Front Brake Pads, such as: Brake Pad/Shoe - Front, Brake Pads - Front, New Brake Pads Front and Performance Brake Pads.

      1. Your selection will look similar to this example >> click Done.

      2. The  PG - Catalog Group has been added to the Custom Job.

  3. Click Add when you have entered in all the necessary information for the item.

  4. Repeat this process until the job is complete.

    • Note: Job Total displays the customer price as the Sell price of the parts with an adjusted labor rate to meet the Sell price set for the Job.

  5. Click Update.

 

Fixed Price

Select Fixed Price if the custom job will be sold at a predetermined price, regardless of actual part and labor pricing.

Creating a Fixed Price Job:

  1. Complete the job specific options below:

    1. Category: This job will appear under the assigned category when making selections from the Custom Job selection screen.

      • Note: Jobs that do not have a category assigned will appear in the Uncategorized section of the Custom Job selection screen.

    2. Tax Code: The selected tax code will apply to the entire job. 

    3. Cost: Cost for this job.

    4. Sell: Set the price that this job will sell for.

    5. Use Customer Rate: Selecting Use Customer Rate will substitute the customer’s Default Labor Rate for the existing labor rate in the Custom Job.

    6. Active: Unchecking this box will remove the job from the Custom Jobs selection screen.

  2. Select a Type to start adding items

    • P - Product: In Description, enter the part name (or % to search all parts) then click Search.

      • If the part does not exist in your database, you can add a new part by:

        1. Entering a Line Code >> Code >> Description >> Qty.

    • L - Labor: Click Search to select an existing labor rate, then enter the labor hours into the Qty box.

    • WD - Work Description: Click Search to select a pre-built Work Description.

    • PG - Catalog Group: Add Catalog Groups to save time when searching integrated electronic parts catalogs.  (see details below).

      • Note: When a Custom Job with a PG - Catalog Group is added to the work document, the electronic catalog will automatically open, with links to the desired parts under "Pick List."

        • Available Catalogs to use: OEM, AutoZone and Transtar.

      Optional: How to build PG - Catalog Groups

      1. Select PG - Catalog Group >> the integrated Catalog >> click Select.

      1. Click Select a Part Group and make a selection >> enter a Group Description (name of the Product Group) (optional).

        • Notes:

          • Example Part Group: Brakes and Traction Control

          • If no Group Description is entered, the first Part Group selected will autofill as the Group Description.

      1. Select all specific Part Groups related to the desired part.

        • Example: Brake Pad/Shoe - Front

          • Note: Type keywords to filter results, then click to add. 

      1. Click the Part Group field to add all Part Groups that may include the item.

        • Example: If you are creating a PG - Catalog Group for Front Brake Pads, add all items similar to Front Brake Pads, such as: Brake Pad/Shoe - Front, Brake Pads - Front, New Brake Pads Front and Performance Brake Pads.

      1. Your selection will look similar to this example >> click Done.

      2. The  PG - Catalog Group has been added to the Custom Job.

  3. Click Add when you have entered in all the necessary information for the item.

  4. Repeat this process until the job is complete.

  5. Click Update.

 

Complete Price

Select Complete Price if the custom job will be sold at a predetermined price, regardless of actual part and labor pricing. Part and labor prices are automatically adjusted in order to accurately account for taxes.

Creating a Complete Price Job:

  1. Complete the job specific options below:

    1. Category: This job will appear under the assigned category when making selections from the Custom Job selection screen.

      • Note: Jobs that do not have a category assigned will appear in the Uncategorized section of the Custom Job selection screen. 

    2. Sell: Set the price that this job will sell for.

    3. Use Customer Rate: Selecting Use Customer Rate will substitute the customer’s Default Labor Rate for the existing labor rate in the Custom Job.

    4. Active: Unchecking this box will remove the job from the Custom Jobs selection screen.

  2. Select a Type to start adding items

    • P - Product: In Description, enter the part name (or % to search all parts) then click Search.

      • If the part does not exist in your database, you can add a new part by:

        1. Entering a Line Code >> Code >> Description >> Qty.

    • L - Labor: Click Search to select an existing labor rate, then enter the labor hours into the Qty box.

    • WD - Work Description: Click Search to select a pre-built Work Description.

    • PG - Catalog Group: Add Catalog Groups to save time when searching integrated electronic parts catalogs.  (see details below).

      Optional: How to build PG - Catalog Groups

      1. Select PG - Catalog Group >> the integrated Catalog >> click Select.

      1. Click Select a Part Group and make a selection >> enter a Group Description (name of the Product Group) (optional).

        • Notes:

          • Example Part Group: Brakes and Traction Control

          • If no Group Description is entered, the first Part Group selected will autofill as the Group Description.

      1. Select all specific Part Groups related to the desired part.

        • Example: Brake Pad/Shoe - Front

          • Note: Type keywords to filter results, then click to add. 

      1. Click the Part Group field to add all Part Groups that may include the item.

        • Example: If you are creating a PG - Catalog Group for Front Brake Pads, add all items similar to Front Brake Pads, such as: Brake Pad/Shoe - Front, Brake Pads - Front, New Brake Pads Front and Performance Brake Pads.

      1. Your selection will look similar to this example >> click Done.

      2. The  PG - Catalog Group has been added to the Custom Job.

      • Note: When a Custom Job with a PG - Catalog Group is added to the work document, the electronic catalog will automatically open, with links to the desired parts under "Pick List."

        • Available Catalogs to use: OEM, AutoZone and Transtar.

  3. Click Add when you have entered in all the necessary information for the item.

  4. Repeat this process until the job is complete.

    • Notes:

      • The Job Total displays the customer price as the Sell price.

      • The Parts and Labor lines display as their regular sell prices.

      • Hidden adjustment lines are created to properly calculate tax for each associated PTT (Product Tax Type) and to meet the Sell price set for the Job.

  5. Click Update.

 

Editing Custom Jobs

  1. Click the pencil icon for the job that is going to be edited.

    • The selected job will display.

  2. Edit the job:

    • Make changes to the job options.

    • Add additional items by following the steps in the Creating Custom Jobs section above.

    • Edit or delete line items by clicking the Edit (pencil) or Delete (red x) next to the item.

  3. Click Update.