--- title: "Shop Intro Videos" slug: "shop-setup" tags: ["shop setup"] updated: 2025-05-22T15:09:26Z published: 2025-05-22T15:09:26Z canonical: "help.cenpoint.com/shop-setup" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.cenpoint.com/llms.txt > Use this file to discover all available pages before exploring further. # Shop Intro Videos #### Shop Video Setup [Embedded content](https://www.youtube.com/embed/-e_z7SNhInI?&feature=youtu.be&wmode=opaque) This article covers how to set up your shop inside of CenPoint. #### Define Our Shop Start by going to File-> List Management-> Shop-> Service Shops ![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/Screenshot%202023-12-08%20123727.jpg) Sho![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/image-1747922379215.png) Add New -> Write Name, Address, City, State and Main -> OK -> If you need to add more then **Add New** ![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/hf.jpg) #### Mechanics Inside of our Shop *If you have somebody down the road that takes care of all the transmissions on your vehicles, you could add in a shop to take care of that when you're scheduling, you can have an accurate idea of where your vehicles are at all times.* File -> List Management -> Department ![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/lll.jpg) ![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/image-1747922501482.png) #### Define Departments to Assign Users or Mechanics **Option 1: Create a New Department**- Add New -> Write the name of a Shop -> Click "This is a shop/mechanic department" -> OK ![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/pp.jpg) **Option 2: Modify Existing Department** - If your field technicians double as mechanics, we can come under our Field Technicians. Click Field Technicians -> Click Modify -> Check "This is a shop/mechanics department" -> OK ![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/ii.jpg) *Make sure you have a user assigned to one of the departments that you remarked as being a shop department.* To check that, Go to File -> Users #### Shop Video Part 1 [Embedded content](https://www.youtube.com/embed/iY35x8s2I_o?&wmode=opaque&rel=0) This article covers how to use the shop to schedule service orders, create service tickets of the work that's been performed, help you keep track of your vehicles and equipment that needs to be serviced and keep your company up and running #### Terms and Definitions **Service Order** - It is what the mechanic is scheduled to do. Ex: oil change or tire rotation **Service Ticket** - it is what the mechanic actually did. #### Schedule Start by going to Shop -> View Schedule ![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/pppppp(1).jpg) Let's add in some service orders to turn them into service tickets. To do that, you have 2 options. **First option:** Shop -> View Schedule -> Misc... -> Create New Service Order -> For Vehicle / For Equipment ![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/Screenshot%202023-12-11%20084047(1).jpg) **Second option:** Shop -> Service Orders -> Add New... -> For Vehicle / For Equipment ![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/Screenshot%202023-12-11%20084800.jpg) Let's choose for a vehicle and highlight your vehicle on the list then click on select. This is where you create your **Service Order**. Now choose the shop that's going to be internal/external. *If you do not see the shop that you're looking for here, in a previous video, I walked you through how to create and set up your shops and vehicles.* Choose your mechanic and estimated date. Under the Order Items, this is that you want to schedule your mechanic to do. Click Add -> Add Other Service Item -> If what you are looking for is not there, you can **Add New** -> Choose your Order -> Select -> Add Notes -> Click Ok ![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/Screenshot%202023-12-11%20091120.jpg) #### Put the Order in the Schedule Click Shop -> View Schedule. *You can see the service order you just added in the unscheduled box.* *To schedule it, drag the order up to schedule it for today or any date* ![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/image-1747923687432.png) #### Change Service Order Status Right Click on your order in the Shop Schedule -> Set Status To -> Started/Parts Hold/Completed. It will change the color so you can see what's going on ![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/image-1747924102084.png) ![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/Screenshot%202023-12-11%20094430.png) #### Shop Video Part 2 [Embedded content](https://www.youtube.com/embed/m7PKT99u86o?&wmode=opaque&rel=0) This article covers how to set up your shop inside of CenPoint. #### More on Entering Service Ticket **Service Ticket** is what we actually did. There are 2 ways to find a service ticket: 1. Go to Shop -> Service Tickets ![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/image-1747924503057.png) Now you can select a Service Ticket and click Modify or create a new one by clicking Add New ![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/image-1747925442023.png) 2. Go to Shop->View Schedule ![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/image-1747924620070.png) Then find your desired Service order and right click on it -> Enter Service Ticket ![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/image-1747924676860.png) If a different mechanic ended up working on it than the one listed on the Schedule Order, you can update that information in the Service Ticket. You can put the time when it was started and completed. If this service order expands multiple days, you can click on **Add More Days** and put on the time and date then click **OK.** Here, you can see the total hours. #### ![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/Screenshot%202023-12-11%20105746.jpg) More on Task Items / Line Items Inside your service Ticket click Add Task -> Oil Change / whatever your task is -> Put in an actual time -> Add New in **Parts/Material Used** (if you need to add any parts or materials) -> Add New in **Incidental Charges** ![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/Screenshot%202023-12-11%20111115.jpg) Now, in this example we will delete the second day we added because our actual time was 30 mins. If you click **OK** the service ticket will be created. **Note:** The green checkbox tells you that the estimated time on the Service Order matches the amount of time the Service Ticket took. A Red X would warn you that the two times do not align, helping you notice discrepancies. ![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/Screenshot%202023-12-11%20113727.jpg) #### View Past Service Tickets Shop -> Service Tickets -> you will see the one you created ![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/Screenshot%202023-12-11%20115803.jpg) #### Items Requiring Services When we define our vehicles and equipment, we can set up a service schedule saying that every so many miles/hours, we would like to change the oil. Shop -> Items Requiring Service -> highlight one on the list -> Create S.O. (Service Order) -> Fill in the boxes -> Add Order Items (if needed) ![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/Screenshot%202023-12-11%20120738(1).jpg)