This is the main screen for all work to be logged on a specific job. It also has utilities to assist when seeking information about previous services, and other known data. Links are provided for detailed information.
On the top of the screen you have buttons for additional tasks relative to this workorder:
P/M - This button will show you the Preventative Maintenance Scheduler for this vehicle.
History - This button displays theService History for this vehicle.
Carfax - This button will display a service history for the vehicle, prepared by Carfax. It may include work done at other shops.
Needs - This button displays the Needs screen, which lists recommended services from previous visits that have not been completed or removed.
Deposit - Deposits are entered for this workorder using this button.
Revise - It is a wise business practice to first create an estimate, have the client sign it, and then convert it to an invoice. Then, whenever you need to make a revision to the original estimate, it would be logged on the screen activated by this button.
Print - This button is used to print the current workorder. Once pressed you will have the option to View the workorder on the screen before printing, or to send it directly to the printer. From the view mode you may print it or send it by email to the client or a consultant.
Lost Click this button to log parts that you could have sold if they were in stock Lost sales report
Notes Access the system notebook
Appts Access the appointment scheduler even while developing a workorder
Phone # Access the ASW Phone book to look up numbers for individuals and businesses you maintain.
MMC Access the MasterLink Message Center where you can leave notes for other system users
Help Open the full menu. Remember, to open to a specific page related to the screen displayed, press the F2 key instead.
Exit - Use this button to exit from the current workorder.
Below the buttons, you have tabs:
General - This tab displays the screen on which the vehicle, client, and header information is displayed. Client Data Header Information
Parts - This tab displays the screen on which you will add, edit, and remove parts for this specific workorder Parts Entry
Labor - This tab displays the screen on which you will provide detailed descriptions of the work performed, the charges for that labor, and the technician's who will perform it. Labor sales
Recommendations - This tab displays the screen on which you can add specific service recoomendations for the vehicle. Recommendations
Totals - This tab will display the totals, allow you to recalculate the charges, check available credit for this client, and also post payments by cash, check, credit card, or to accounts receivable. Workorder totals
Job Cost - This tab displays a chart showing the charges, cost, and profitability of parts, labor, and sublets on this workorder as dollar totals and percentage of profit. Job Costing
Inspect - This tab provides access to 3rd party programs which help with customer follow up, parts and labor information, and more. All work is relative to the open workorder. Inspection Checklist
Services - This tab will display controls for any 3rd party services, and appropriate interface data, that you have contracted to use. Services
Attachments - You can attach any additional documents to the workorder using this page.
Alert - The system displays the invoice versus estimate status, and alerts you if the invoice total exceeds the estimate.