Work in Progress Window

The Work in Progress window lists all your Saved Estimates, Current Work in Progress, Cashiered Orders, and Unposted Invoices (if they exist).

  • It does NOT include Posted Orders, which are found in Service History.

 

This window allows you to search several ways. For more information about searching, refer to:

 

To access the Work in Progress window:

  • From the Main shortcut bar, select Work in Progress, Saved Estimates.

    • Result: The Work In Progress window opens with the Work in Progress tab selected.

 

The Work in Progress window includes the following tabs:

Saved Estimates Tab

  • Grid section:

    • Est #: The estimate number.

    • Customer: The customer name.

    • Phone: The customer's telephone number.

    • Vehicle: This field contains a description of the vehicle year, make, and model.

    • License: The vehicle’s license plate number.

    • Date Written: The date the estimate was originally written.

  • Details section:

    • Customer Name: Clicking this button opens the Edit Customer window.

    • Vehicle:Clicking this button opens the Edit Vehicle window.

    • Job Name: The name of the job.

    • 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.

    • 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.

    • Job Status: The Job Status Code as defined in the list of job status codes you have set up in your system

  • Button section:

    • Delete: Click this button to delete the selected estimate. A message box allows you to confirm the deletion.

    • Edit: Use this button to edit the selected estimate.

    • Close: Click this button to close the window.

Work in Progress Tab

  • Header section:

    • Print Technician Worksheet: Select an order and click this button to print the Technician Worksheet.

      • This report is a list of all the jobs whose assigned technician is the same technician as the currently selected order.

      • It includes Job information, Item information, Descriptions, and Quantities.

  • Grid Section:

    • Status: The status of the order.

    • Order #: The order number.

    • Customer: The customer name.

    • Phone: The customer's telephone number.

    • Vehicle: A description of the vehicle year, make, and model.

    • License: The vehicle’s license plate number.

    • Written By: Select the name of the person (from your list of service writers) responsible for writing the order.

    • Pickup time: The scheduled pickup time, if assigned.

  • Details section:

    • Customer Name: Clicking this button opens the Edit Customer window.

    • Vehicle: Clicking this button opens the Edit Vehicle window.

    • Job Name: The name of the job.

    • 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.

    • 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.

    • Job Status: The Job Status Code as defined in the list of Job Status Codes you have set up in your system.

    • Subtotal: The total of all charges, before Discounts, Hazardous Materials fees, Shop Supply fees, or Taxes are added in.

  • Button section:

    • Void button: Use this button to remove the RO or Invoice from the database.

      • After being "voided", the Order is visible only in the Service History window and on the Voided report.

    • Edit: Use this button to edit the selected Estimate.

    • Close: Click this button to close the window.

Cashiered Tab

  • Grid Section:

    • Status: The status of the Order.

    • Order #: The order number.

    • Customer Name: Clicking this button opens the Edit Customer window.

    • Phone: The customer's telephone number.

    • Vehicle: The vehicle name.

    • License: The vehicle’s license plate number.

    • Written By: Select the name of the person (from your list of service writers) responsible for writing the Order.

    • Pickup time: The scheduled pickup time, if assigned.

  • Details Section:

    • Customer Name: Clicking this button opens the Edit Customer window.

    • Vehicle: Clicking this button opens the Edit Vehicle window.

    • Job Name: The name of the Job.

    • 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.

    • 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.

    • Job Status: The Job Status Code as defined in the Job Status Codes List that you have set up in your system.

    • Subtotal: The total of all charges, before Discounts, Hazardous Materials fees, Shop Supply fees, or Taxes are added in.

  • Button Section:

    • View: Use this button to open the selected invoice in an Order window.

    • Close: Click this button to close the window.

To Be Posted Tab

  • Note: This tab only exists there are paid invoices that have NOT been posted.

  • Grid Section:

    • Status: The status of the order.

    • Customer Name: Clicking this button opens the Edit Customer window.

    • Vehicle: The vehicle name.

    • License: The vehicle’s license plate number.

    • Pickup time: The scheduled pickup time, if assigned.

  • Details Section:

    • Customer Name: Clicking this button opens the Edit Customer window.

    • Vehicle: Clicking this button opens the Edit Vehicle window.

    • Job Name: The name of the job.

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

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

    • 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.

    • Job Status: The Job Status Code as defined in the Job Status Codes List that you have set up in your system.

    • Subtotal: The total of all charges, before Discounts, Hazardous Materials fees, Shop Supply fees, or Taxes are added in..

  • Button Section:

    • Post: Click this button to post an Invoice or Counter Sale.

      • Close: Click this button to close the window.