Adding and Invoicing Fleet Vehicles

Product Support

Repair Order Options

Cloning and Hiding Jobs

Good Better Best Jobs

Adding Work Performed Notes and Advisory Notes

Requiring and Assigning Job Categories

Using Suggested Jobs

Adding and Invoicing Warranty Jobs

Adding and Invoicing Fleet Vehicles

Tracking Technician Cost & Time

Assigning Service Writers and Technicians to the Work Document

Using the "Add Job" Button to Build a Work Document

Crediting an Invoice

Issuing Refunds

Enabling and Using myCARFAX

Recording Disposal of Parts on an Invoice

Creating and Editing Custom Jobs

Applying Shop Supplies Fees and Hazmat Fees to Repair Orders

Using Deferred Work

Authorizing Repair Orders

Making Deposits on Repair Orders

Note: If the fleet options are not displaying, uncheck the Hide Fleet Details checkbox in Setup >> User Options >> General.

Customers can be assigned as a Fleet Owner or as part of a fleet (vehicle driver).

All vehicles added to a customer record that has been assigned to a fleet are considered part of that fleet.

Set a Customer as a Fleet Owner.
- When Adding a New Customer, check the Fleet Owner checkbox to identify this Customer as the parent company that is financially responsible for the vehicle fleet.
Assign one or more Customers (Vehicle Drivers) to an existing fleet.
- When Adding a New Customer, choose an option from the Select Fleet drop-down menu.
  - Note: Multiple Customers can be added and assigned to the same Fleet Owner.
Add a Vehicle to a Customer record that was assigned to the fleet.

Add or Select a Customer.
On the Work screen, click the Fleet link that shows the fleet associated with this customer.
- Note: If no fleet has been assigned to this customer, click the None link to quickly select a fleet, then continue creating the Work document.
Complete any of the applicable boxes on the Fleet Details screen >> click Update.
Create the Work document as usual.