Shop Jobs
NOTE FOR ESTIMATOR USERS - Some features and functions in this article are accessible only with a subscription to Shop Manager.
Shop Jobs allow you to prebuild generic jobs that can be reused for multiple vehicles and quickly added to any estimate.
Create a new Shop Job
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Open the Shop Jobs tab from the side menu.
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Click New Shop Job.
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Enter a name for the job.
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Select from the following options on the Add Item menu >> fill in any necessary fields >> click add:
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Custom Part – Enter a Description, Part No., Qty and Price.
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Custom Labor - Enter a Description, Rate, Qty and Price.
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Flat Fee – Enter a Description and Price.
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Note - Enter a Description for any of the following note types:
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Custom Note
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Customer Concern
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Work Performed
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Tech Note
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Tech Recommendation
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Continue adding line items until the job is complete.
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Click Apply.
Note: ALLDATA Parts and Labor and parts from the AutoZone Catalog can be added to a document after a prebuilt shop job is added.
Edit existing Shop Jobs
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Open the Shop Jobs tab from the side menu.
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Search for the applicable job.
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Click the arrow at the right to show the items on the job.
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Complete any of the following actions:
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Add Item to add another line item.
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X button to remove a line item.
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Remove to delete the entire shop job.
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Clone to make a copy of the job.
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Click any field to modify existing line items.
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Click Apply.
Add a Shop Job to a Document
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Open the Documents tab.
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Select + Add Shop Job from above the Add Item menu.
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Search for the name of the required shop job.
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Click the arrow next to any shop job to view the job's line items.
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Select any applicable shop job by clicking the names of the jobs.
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Click Apply to add the selected jobs to the estimate.