Repair codes allow you to set up common jobs with all the relevant information filled in. This will let you add the jobs quickly to a service invoices. This is also where a list of flat rate jobs can be entered.
Add a Repair Code to a Service Invoice (RO)
| NOTE: If you have a list of repair codes that you want added to the program, please contact support with the list. |
Add a Repair Code
- Open the Parts & Service module.
- In the Tools menu in the lower left of the screen, expand the Service Maintenance section.
- Choose the Add / Modify Repair Codes option. This will open the Repair Codes window.
- Select the Add button in the lower right of the window. This will add a new, blank record.
- Enter a Code. This will be what is typed into the repair code column on a service invoice.
- Check the RC Pricing box if you want to override the mechanic's normal pricing and use the pricing information entered in the repair code record.
- You can enter a Category for the repair. This will show as an option when pulling the Repair Code Listing report.
- Choose the Department for this repair from the dropdown.
- Enter a Description of the repair. This shows on the customer invoice and in the RO when searching for a repair code.
- Optionally, you can enter a number of Billable Hours to set as the default.
- Optionally, you can enter a billable dollar amount into the Billable Amount field.
- Optionally, you can enter a number of Payable Hours to set as the default.
- Optionally, you can enter a payable dollar amount into the Payable Amount field.
- Enter a Default Cause and a Default Correction to have this information populate to the service ticket when this repair code is selected.
- Enter a dollar amount into the Billing Rate field to have this apply as the labor rate when this job is chosen.
- Select the Skill Level required for mechanics to complete the repair.
- If this repair code will only be available in a single location, choose the location number from the Company Number dropdown.
- Choose the Save button to save your changes.
Add a Repair Code to a Service Invoice (RO)
- Open the Parts & Service module.
- Choose the New Repair Order option from the quick links menu on the left side of the screen. This will open a new service invoice or RO.
- Add the entity.
- In the Job lines below, you may enter a repair code in the Repair Code column or click the ellipsis button to or search for a repair code. This will populate other information in the top portion of the RO.