Working a repair order, tab by tab

Open a repair order from the board or from Orders. The tabs under the car and the customer split the work into the pieces below, and the question mark beside them opens the steps for the tab you are on.

Add a service

1. 1

   Step 1: Search your menu

   On Services, type in Search All Services and pick a canned service.

   
2. 2

   Step 2: Or make a new one

   Press New Service, type the Service name and press Add service.

3. 3

   Step 3: Fill in its labor and parts

   Each service is a card with its labor and parts. The service card explains every part of it.

See the order at a glance

1. 1

   Step 1: Open Summary

   Press Summary.

   
2. 2

   Step 2: Read how far along it is

   Authorized hours and Services show the work done against the work approved; the To do list says what is left.

3. 3

   Step 3: Read what the customer said

   Customer comments and Recommendations are on the same page.

Start an inspection

1. 1

   Step 1: Press Add inspection

   On Inspections, press + Add inspection.

   
2. 2

   Step 2: Pick the checklist

   Choose the checklist and the number of wheels, then press Add inspection.

3. 3

   Step 3: Rate it, then send it

   Rate each item and add photos. When it is done, press Send inspection.

Clock time on the order

1. 1

   Step 1: Open Time

   Press Time. Each person on the order has a card.

   
2. 2

   Step 2: Pick the service and press Start

   Choose the service on your card and press Start. Press Clock out when you stop.

3. 3

   Step 3: Forgot to clock in?

   Press + Add time manually, fill in the time and press Add time.

Order the parts

1. 1

   Step 1: Open Parts

   Press Parts. Every part on the order is listed with its status.

   
2. 2

   Step 2: Put them on a purchase order

   Press New purchase order, or Place orders when drafts are waiting.

3. 3

   Step 3: Receive them

   When the delivery comes, receive it on the purchase order. Parts, purchase orders and receiving has the steps.

Attach a photo or a file

1. 1

   Step 1: Open Files & photos

   On Services, open Files & photos at the foot of the tab.

   
2. 2

   Step 2: Pick the file

   Press Choose a file and add a Caption that says what it shows.

3. 3

   Step 3: Choose who sees it

   Tick Show on the customer’s copy only for a picture the customer should get, then press the upload button.

Send it to the customer

1. 1

   Step 1: Open Send

   Press Send at the top of the order.

   
2. 2

   Step 2: Choose how it goes

   Text and email, Text only or Email only. A text goes from the number set in Text messages.

3. 3

   Step 3: Choose what it asks for

   Leave Request authorization on to ask for a yes. A deposit is asked for on the order once work is approved, never in this send.

4. 4

   Step 4: Send it

   Press Send for approval. The customer gets a link to approve on their phone.

Take a payment

1. 1

   Step 1: Open New Payment

   On an invoiced order press New Payment, or press Take payment on Invoices.

   
2. 2

   Step 2: Check the amount and pick how they paid

   The amount starts at the balance. Choose the Payment type, and type a Reference for a check or a card machine.

3. 3

   Step 3: Press Take payment

   Press Take payment. It shows under Payments & Transactions at once.

Refund a payment

1. 1

   Step 1: Open Payments & Transactions

   On the order, open Payments & Transactions on the right.

   
2. 2

   Step 2: Press Refund beside the payment

   Press Refund… and give the amount and a reason.

3. 3

   Step 3: Choose where it goes

   Pick Money back or Customer credit and press Record refund. A card paid through Torqix goes back with Refund card.