Adding and Invoicing Warranty Jobs

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 warranty options are not displaying, uncheck the Hide Warranty Details checkbox in Setup >> User Options >> General.

Warranty Providers (such as third-party warranty companies or parent companies) must be set up under their own Customer record.
Customers that are having vehicle work done can be assigned to a Warranty Provider.
This allows you to split the invoice:
- Bill the Warranty Provider for work covered under the warranty.
- Bill the vehicle owner for any remaining charges.

When Adding a New Customer, check the Warranty Provider checkbox to identify this Customer as a warranty company that may be financially responsible for repairs.

Add or Select a Customer.
On the Work screen, click the None link next to Warranty.
Select the Warranty Provider >> Complete any of the applicable boxes on the Warranty Details screen >> click Update.
Create the Work document as usual.
When converting the RO to an invoice, you will be asked to split the invoice.
- Click OK.
Create a Split Invoice to take payment from both parties.