Labour and parts on a work order

Steps

1. 1

   Step 1: Open the work order

   In the left menu choose "Work orders" and click the car. On the order page you find the section "Labour and parts", with two groups: "Labour" and "Parts".

2. 2

   Step 2: Add labour

   Under "Labour" click "Add labour". In the "Labour" field pick a service from the list or type your own. A service picked from the list fills in its price. Check "Qty" and "Price" and click "Add".

   

3. 3

   Step 3: Add a part

   Under "Parts" click "Add part". Type the part's name in the "Part" field, then "Qty", "Price" (what the customer pays) and "Cost" (what the shop paid for it). Click "Add".

   

4. 4

   Step 4: Decide whether it needs approval

   If the work is already agreed with the customer, leave "Needs the customer's approval" unticked. If the customer must say yes first, tick it. The line then shows "Waiting for approval" and is sent to the customer for approval.

5. 5

   Step 5: Check the totals

   Below the lines you see the totals: "Labour", "Parts", "Approved total" and, if any, "Waiting for approval". Only the approved total goes on the invoice.

   

6. 6

   Step 6: Remove a line added by mistake

   Click the bin icon at the end of the line ("Remove line"). If you need it back, click "Undo" in the "Line removed" message.

Related guides

• Sending extra work for approvalHow to price a problem the mechanic found and send it to the customer by SMS for approval.
• Assigning a bay and a mechanicHow to give a work order a bay, a mechanic and a promised time in one dialog.
• Invoice and taking paymentHow to create an invoice from a work order, take payment in cash, by card or by bank transfer, and print the invoice.
• Checking a car inHow to check a car into the shop: mileage, fuel, photos, damage, the complaint and the customer's signature.
• Handing the car backHow to mark a car ready, take payment and hand it back to the customer, or leave it as a debt.