Product Support
Support Center
Manage Online Support
How To: Articles
Creating Documents
Part 1: Adding and Searching for a Customer
Part 2: Adding and Searching for a Vehicle
Part 3: Adding Symptoms, DTCs and Work Descriptions
Part 4: Adding and Searching Labor
Part 5: Adding and Editing Parts
Part 6: Creating an Estimate, Repair Order or Invoice

Part 3: Adding Symptoms, DTCs and Work Descriptions

To create and save pre-written text for future use, see Code Settings - Advanced.

 

To add Symptoms, DTCs and Work Descriptions, follow the instructions below:

Adding Symptoms

  • From the Work screen click Symptoms & DTCs or the pencil icon.

 

Add and save a new Symptom

  1. Enter a description of the Symptom >> click Save As.
  2. Enter a Symptom Summary (title) >> click Save.

  3. Click Add to add it to the Selected Symptoms list.

    • The Symptom will be assigned to the document

  4. To assign the Symptom to a job:
    1. Click Document.
    2. Click the check mark next to an existing job or enter a name to create a new job group then click Add.
  5. Click Done to add the Symptom and return to the Work screen. 

 

Add a pre-written Symptom to the Work document

  1. Start typing in the Enter Symptom box to filter out items in the Predefined Symptoms box >> Click the green check mark(s) for the Symptom(s) you wish to add.
  2. To assign the Symptom to a job:
    1. Click Document.
    2. Click the check mark next to an existing job or enter a name to create a new job group then click Add.
  3. Click Done to add the Symptom and return to the Work screen. 

 

Edit a Symptom

  1. Start typing in the Enter Symptom box to filter out items in the Predefined Symptoms box >> Click the green check mark(s) for the symptom(s) you wish to add.
  2. Click the edit (pencil) >> make any necessary changes >> click Update.
  3. To assign the Symptom to a job:
    1. Click Document.
    2. Click the check mark next to an existing job or enter a name to create a new job group then click Add.
  4. Click Done to add the Symptom and return to the Work screen. 

 

Enter a Symptom for one-time use

  1. Enter a Symptom then click Add to add it to the Selected Symptoms list.

    • The Symptom will be assigned to the document

  2. To assign the Symptom to a job:
    1. Click Document.
    2. Click the check mark next to an existing job or enter a name to create a new job group then click Add.
  3. Click Done to add the Symptom and return to the Work screen. 

 

Adding DTCs

  • From the Work screen Click the pencil icon next to Symptoms & DTCs.

  1. Click DTCs.
  2. Enter the DTC in Code >> press the Enter key on your keyboard.
  3. Check the Pending check box if this is a pending code then click Add.
  4. To assign the Symptom to a job:
    1. Click Document.
    2. Click the check mark next to an existing job or enter a name to create a new job group then click Add.
  5. Add any additional DTCs as required then click Done to add the DTC and return to the Work screen.

 

Adding Work Descriptions

  • From the Work screen click Work Description or the pencil  icon.

 

Add and save a new Work Description

  1. Enter a Work Description >> click Save As.
  2. Enter a Work Description Summary (title) >> click Save.

  3. Click Add to add it to the Selected Work Description list.

    • The Work Description will be assigned to the document.

  4. To assign the Work Description to a job:
    1. Click Document.
    2. Click the check mark next to an existing job or enter a name to create a new job group then click Add.
  5. Click Done to add the Work Description and return to the Work screen. 

 

Add a pre-written work description to the Work document

  1. Start typing in the Enter Work Description box to filter out items in the Predefined Work Descriptions box >> Click the green check mark(s) for the Work Description(s) you wish to add.
  2. To assign the Work Description to a job:
    1. Click Document.
    2. Click the check mark next to an existing job or enter a name to create a new job group then click Add.
  3. Click Done to add the Work Description and return to the Work screen.

 

Edit a Work Description

  1. Start typing in the Enter Work Description box to filter out items in the Predefined Work Descriptions box >> Click the green check mark(s) for the Work Description(s) you wish to add.
  2. Click the edit (pencil) >> make any necessary changes >> click Update.
  3. To assign the Work Description to a job:
    1. Click Document.
    2. Click the check mark next to an existing job or enter a name to create a new job group then click Add.
  4. Click Done to add the Work Description and return to the Work screen. 

 

Enter a Work Description for one-time use

  1. Enter a Work Description then click Add to add it to the Selected Work Descriptions list.

    • The Work Description will be assigned to the document

  2. To assign the Work Description to a job:
    1. Click Document.
    2. Click the check mark next to an existing job or enter a name to create a new job group then click Add.
  3. Click Done to add the Work Description and return to the Work screen. 

 

 

Next step: Part 4: Adding and Searching Labor.