Product Support

Using Status Codes and Work Types

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.