Shop Intro Videos

Shop Video Setup

Define Our Shop  

Start by going to File-> List Management-> Service Shops

Add New -> Write Name, Address, City, State and Main -> OK -> If you need to add more then Add New

 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

Define Departments to Assign Users or Mechanics

Option 1 - Add New -> Write the name of a Shop -> Click "This is a shop/mechanic department" -> OK

Option 2 - 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

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

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

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

Second option: Shop -> Service Orders -> Add -> For Vehicle / For Equipment

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

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

To change the status of the service order, Right Click on it -> Say Status To -> Started/Parts Hold/Completed. It will change the color so you can see what's going on 

Shop Video Part 2

More on Entering Service Ticket

Service Ticket is what we actually did. If a different mechanic ended up working on it, you can change that. 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.

More on Task Items / Line Items

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 

Now, you will delete the second day you added because your actual time was 30 mins. You will get a green check box now. Click OK and that's all creating the service ticket

View Past Service Tickets

Shop -> Service Tickets -> you will see the one you created

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)