Working a service card

In the Services tab of an order, each service is a card laid out the way Shopmonkey lays it out. If you have used that, every control is where you left it; the words are the same, and most of them are icons now with their words as tooltips.

The top line

The service's name, its total, and its authorization — Not Authorized until the customer says yes, then Authorized. The tick and the cross beside it are Approve and Decline, one press each. Then, left to right:

Struck-through eye

Hide from customer — keeps the service on your order and off the customer's copy.

Box

Lump sum — the customer's copy shows the service as one price.

Boxed R

Recommend — offered as an option rather than part of the ask.

Eye

Customer view — what the customer's copy will say about this service, without leaving the order.

Ribbon

Marks every labor and part line on this service complete in one press; once they all are, the same press reopens them.

The … at the end holds Save as canned service (for whoever can manage the menu), Rearrange services, Collapse all services and, under a line, Remove — which moves the service to the trash, where it can be put back with its lines and fees for 30 days. Hide line item pricing and Duplicate this service are in the same menu, under the reference's four.

Rearrange services folds every card and puts a grip and an up and a down arrow beside each one: drag a service, or press its arrows, and press Done. The order you leave them in is the order the customer's estimate and invoice print them in.

Under the name

Add note and Assign category are the two links under the name, as in Shopmonkey; the category link shows the category once there is one, with its VMRS system. Two small icons follow: cause and correction (what you found, what you did — both printed for the customer), and an image for the service.

The labor and part tables

Labor reads Labor, Technician, Tags, Hours, Rate/hr, Discount and Subtotal, with a Cost/hr column for whoever may see what an hour costs. Part reads Part, Part #, Bin, Vendor, Tags, Qty, Cost, Price, Discount and Subtotal. Hours, rate, quantity and price are typed straight into the row and save themselves.

• Tags carries Mark complete for every line. Once a line is done the chip reads Complete; its tooltip says who finished it and when, and pressing it again undoes it. The + beside it adds your own tags.
• On a part, Tags also says where it stands: PO Drafted while the purchase order is a draft, then Ordered and Received as it goes — or Quoted while no order carries it. Vendor is the purchase order's supplier, or the supplier of the shelf item it came off.
• Discount shows what came off the line as a percentage, 0% when nothing did. Pressing it opens Ask for line discount: an amount and a reason.
• The × at the end of a row takes the line off. A labor line goes in one press. A part asks first, because it may be on a purchase order or off your shelf.

The foot

One line closes the card: Add Labor, Parts, Tires, Sub. or Fee on the left; then three readings — the service's line discounts as a percentage, its shop supplies and its EPA (each a fee you add under Fee, printed by name on the customer's copy); then how many of its lines are complete, and the service total.