Product Support
New Estimates, Repair Orders and Counter Sales
Creating New Estimate or Repair Orders
Creating New Estimates or Repair Orders
Adding New Jobs
Creating New Appointments from an Order

Adding New Jobs

To add Jobs when creating Orders:

  1. On the Order window, from the Add Job>> options, select New Job.

    • Result: The New Job window displays with the Select New Job Items window opened over it.

      • Note: The same Job window is used when adding New jobs, New Recommendations, or New Service Interval Jobs.

    • Depending on the type of job being added, the title is one of the following and some fields differ as shown below:

      • New Job

      • Service Interval Job

      • Recommendation

  2. Complete the Select New Job Items window as appropriate and click Submit.

    • The Job window is displayed.

  3. Enter the appropriate information about the Job including:

    • Job Name or Service: This field is pre-filled and cannot be canged.

    • Category or Service Schedule

      • The Job Category is a brief description of the job category.

        • Use the down arrow to select a category from the list.

        • The Setup tab of the Company Setup window lists the Job Categories and allows you to configure the Job Categories.

      • Service Schedule: The brief description of the type of service (Normal or Severe) that is selected when the Service Interval Job is created.

    • Assigned Technician: Click the arrow to select the service provider from your list of technicians.

      • This field defaults when jobs are added to an order that has existing jobs with assigned technicians.

      • Only one technician can be assigned to a job.

    • Status: Click the arrow to select a Job Status Code, if one applies.

    • Description: A description of the service rendered or the part supplied (500-character maximum).

      • Example: Replace Brake Pads - Front

      • This field defaults when a work requested description is already entered in a labor line item.

    • Symptom: The symptom is the indication of a problem from the customer’s perspective.

      • Note: Symptoms are not available for Service Interval Jobs

  4. From the Button Bar above the grid:

    • Button options:

      • Add Item: To open the Select New Job Items window.

      • Edit Item: To open the appropriate Job Item tab window.

      • Save As: To save the Job as a Shop Job (the appropriate options are displayed).

    • The buttons that are available are:

      • Select All: Use this box to select all of the listed items.

      • Add item: Use this button to open the Select New Job Items window which allows you to create a new item.

      • Edit Item: Use this button to open the corresponding tab of the Select New Job Items, which allows you to edit a line item.

      • Delete: Delete the selected item.

      • Select None: Use this box to deselect all of the listed items.

      • Rollback: Undo the deletion of items.

      • Save as Shop Job: Click this button to save a Job as a Shop Job for future use.

      • Catalogs: Click this button to access one of the following catalogs:

  5. The grid displays the following information about each line item including:

    • Line item: Use this box to select items to perform actions against. On invoices, this is a display-only field.

    • Type:Type of line item: Part Items, Misc Items, Labor Items, Sublet Items, or Note Items.

    • Job Title/Code: Name of the job or job code, which indicates the state of service or repair.

    • Description: A description of the service rendered or the part supplied (500-character maximum).

      • For example, Replace Brake Pads - Front.

      • This field defaults when a Work Requested Description is already entered in a Labor line item.

    • Qty/Hrs: The number of labor hours provided, or the number of parts, miscellaneous charges, or sublet services provided.

      • Note: The number of parts indicated reflect changes made in ALLDATA® MANAGE℠ or sent to ALLDATA MANAGE. Any changes to the quantity of parts ordered from a catalog should be made in the Catalog service and not in ALLDATA MANAGE directly.

      • If you manually change the quantity of parts selected from a catalog (for example AZ Parts or WorldPac) the changes are not sent to the Catalog service.

    • Cost/Flg Hrs: The price of one part or the number of flagged hours.

    • Retail: The charge of one service or part to the customer, including markups.

    • Line Total: The line total is the charge to the customer. This is the Qty/Hrs multiplied by the Retail price.

      • (labor rate) X (hours worked)

      • (cost + markup) X quantity

        • Note: You can change the order of items on the job by selecting a Line Item and clicking the Line Position arrows at the right side of the grid.

  6. Use the boxes in the right column to verify the following:

    • Line Item Totals By Type

    • Hazmat Charges

    • Supply Charges

    • Taxes

    • Totals

  7. When you finish entering the job information, click Subimt.

    • Result: The job is saved and the Quote window is displayed.