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:
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From the Main shortcut bar, select Work in Progress, Saved Estimates.
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Result: The Work In Progress window opens with the Work in Progress tab selected.
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The Work in Progress window includes the following tabs:
Saved Estimates Tab
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Grid section:
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Est #: The estimate number.
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Customer: The customer name.
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Phone: The customer's telephone number.
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Vehicle: This field contains a description of the vehicle year, make, and model.
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License: The vehicle’s license plate number.
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Date Written: The date the estimate was originally written.
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Details section:
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Customer Name: Clicking this button opens the Edit Customer window.
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Vehicle:Clicking this button opens the Edit Vehicle window.
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Job Name: The name of the job.
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Description: A description of the service rendered or the part supplied (500-character maximum).
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Example: Replace Brake Pads - Front.
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This field defaults when a work requested description is already entered in a labor line item.
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Technician: Click the arrow to select the service provider from your list of technicians.
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This field defaults when jobs are added to an order that has existing jobs with assigned technicians.
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Only one technician can be assigned to a job.
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Job Status: The Job Status Code as defined in the list of job status codes you have set up in your system
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Button section:
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Delete: Click this button to delete the selected estimate. A message box allows you to confirm the deletion.
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Edit: Use this button to edit the selected estimate.
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Close: Click this button to close the window.
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Work in Progress Tab
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Header section:
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Print Technician Worksheet: Select an order and click this button to print the Technician Worksheet.
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This report is a list of all the jobs whose assigned technician is the same technician as the currently selected order.
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It includes Job information, Item information, Descriptions, and Quantities.
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Grid Section:
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Status: The status of the order.
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Order #: The order number.
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Customer: The customer name.
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Phone: The customer's telephone number.
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Vehicle: A description of the vehicle year, make, and model.
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License: The vehicle’s license plate number.
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Written By: Select the name of the person (from your list of service writers) responsible for writing the order.
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Pickup time: The scheduled pickup time, if assigned.
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Details section:
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Customer Name: Clicking this button opens the Edit Customer window.
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Vehicle: Clicking this button opens the Edit Vehicle window.
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Job Name: The name of the job.
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Description: A description of the service rendered or the part supplied (500-character maximum).
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Example: Replace Brake Pads - Front.
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This field defaults when a Work Requested Description is already entered in a labor line item.
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Technician: Click the arrow to select the service provider from your list of technicians.
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This field defaults when jobs are added to an order that has existing jobs with assigned technicians.
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Only one technician can be assigned to a job.
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Job Status: The Job Status Code as defined in the list of Job Status Codes you have set up in your system.
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Subtotal: The total of all charges, before Discounts, Hazardous Materials fees, Shop Supply fees, or Taxes are added in.
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Button section:
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Void button: Use this button to remove the RO or Invoice from the database.
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After being "voided", the Order is visible only in the Service History window and on the Voided report.
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Edit: Use this button to edit the selected Estimate.
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Close: Click this button to close the window.
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Cashiered Tab
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Grid Section:
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Status: The status of the Order.
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Order #: The order number.
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Customer Name: Clicking this button opens the Edit Customer window.
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Phone: The customer's telephone number.
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Vehicle: The vehicle name.
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License: The vehicle’s license plate number.
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Written By: Select the name of the person (from your list of service writers) responsible for writing the Order.
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Pickup time: The scheduled pickup time, if assigned.
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Details Section:
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Customer Name: Clicking this button opens the Edit Customer window.
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Vehicle: Clicking this button opens the Edit Vehicle window.
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Job Name: The name of the Job.
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Description: A description of the service rendered or the part supplied (500-character maximum).
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Example: Replace Brake Pads - Front.
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This field defaults when a work requested description is already entered in a labor line item.
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Technician:Click the arrow to select the service provider from your list of technicians.
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This field defaults when jobs are added to an order that has existing jobs with assigned technicians.
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Only one technician can be assigned to a job.
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Job Status: The Job Status Code as defined in the Job Status Codes List that you have set up in your system.
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Subtotal: The total of all charges, before Discounts, Hazardous Materials fees, Shop Supply fees, or Taxes are added in.
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Button Section:
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View: Use this button to open the selected invoice in an Order window.
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Close: Click this button to close the window.
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To Be Posted Tab
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Note: This tab only exists there are paid invoices that have NOT been posted.
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Grid Section:
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Status: The status of the order.
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Customer Name: Clicking this button opens the Edit Customer window.
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Vehicle: The vehicle name.
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License: The vehicle’s license plate number.
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Pickup time: The scheduled pickup time, if assigned.
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Details Section:
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Customer Name: Clicking this button opens the Edit Customer window.
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Vehicle: Clicking this button opens the Edit Vehicle window.
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Job Name: The name of the job.
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Description: A description of the service rendered or the part supplied (500-character maximum).
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This field defaults when a work requested description is already entered in a labor line item.
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Technician: Click the arrow to select the service provider from your list of technicians.
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This field defaults when jobs are added to an order that has existing jobs with assigned technicians.
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Only one technician can be assigned to a job.
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Job Status: The Job Status Code as defined in the Job Status Codes List that you have set up in your system.
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Subtotal: The total of all charges, before Discounts, Hazardous Materials fees, Shop Supply fees, or Taxes are added in..
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Button Section:
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Post: Click this button to post an Invoice or Counter Sale.
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Close: Click this button to close the window.
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