Product Support
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How To: Articles
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

Assigning Service Writers and Technicians to the Work Document

Assign Service Writers and Technicians to the Work document to keep track of progress, efficiency, time and sales.

For set up, see:

 

Service Writers

  • From the Work document, select a Service Writer.

 

Technicians

There are four areas a Technician can be assigned to.

 

To a Work Document

Assign a Technician to the entire Work document.
  • Select a Technician.

 

To a Job Grouping

Assign a Technician to only a Job Grouping.
  1. Click the Job Description.
  2. Select a Technician >> click Update.

 

To a Labor Line

Assign a Technician to individual line items.
  1. Click the line item.
  2. Select a Technician >> click Update.

 

In Technician Time Tracking

Simultaneously assign a Technician and track the actual time worked.