Status Codes and Work Types are helpful in organizing Estimates and Repair Orders.

• Status Codes are used to place Repair Orders in the correct Work In Progress container, color code the schedule, and identify the status of the Estimate or Repair Order.

  • Example: Awaiting Inspection, Waiting on Parts, Work Complete.

• Work Types are used to color code the schedule and identify the job type of the Estimate or Repair Order on both the Work document and in the WIP details.

  • Example: Diagnostic, General Repair, Smog.

Adding Status Codes to a Work Document

1. If you haven't already, set up the Status Codes.

2. On the Work document, select an option from the Status drop-down menu.

3. Choose one of the following:

   • On the Repair Order, click Update R/O.

• On the Estimate, click Estimate.

Adding Work Types to a Work Document

1. If you haven't already, set up the Work Types.

2. On the Work document, select an option from the Work Type drop-down menu.  

3. Choose one of the following:

   • On the Repair Order, click Update R/O.

   • On the Estimate, click Estimates.