Canned Jobs

A canned job is a template that can be used when you have common jobs that will be done often.  Using a canned job saves you time from having to constantly enter the same information in a service ticket.  This article walks you through creating canned jobs and adding them to service invoices.

Create a Canned Job

Add a Canned Job to a Service Invoice

Add a Canned Job to a Deal

Update Part Prices on Canned Jobs

Create a Canned Job

1. Open the Parts & Service module.
2. Choose the Edit menu in the upper left of the screen.
3. Hover over Modify to expand the submenu.
4. Choose the Canned Jobs option. This will open the Add/Modify Canned Jobs window.

5. Click on the New button. This will open a new, blank RO template.

6. Enter a description. 
7. If you want to be able to add this canned job to a deal, check the Display in Finance box.
8. Optionally, you can add the complaint, cause, correction, repair code, type, parts, etc.
9. If you want to force a labor charge for the canned job, check the Use Flat Rate box and enter information in the fields below.

10. Part pricing can change depending on the type of job or customer on the invoice.  If you want to force a specific price for a part, enter a specific price into the CALC column on that part’s line.

11. Click the Exit button in the bottom right.

Add a Canned Job to a Service Invoice

1. Open the RO where you wish to add the canned job.
2. Click on the Canned Job button at the bottom middle of the RO.  This will pull up the ‘Canned Jobs Search’ Screen.

3. Enter part of the name of the Canned Job you want to add.
4. Press the Find button. 
5. Click over the line with the canned job you wish to add to highlight the row.
6. Click the Ok button. This will return you to the RO and add the canned job repair lines, complaint, cause, correction, repair code, type, parts, etc.

Add a Canned Job to a Deal

1. Open the F&I - Deal Desking module.
2. Locate the deal you wish to add the canned job to and double-click over the row to open.
3. Select the accessories tab (Acc.).
4. Choose the accessory code dropdown selection arrow to open a list of canned jobs. Alternatively, you can click the ellipsis button to open a search.
5. Follow the steps to add accessories to a deal.

Update Part Prices on Canned Jobs

If your parts prices have changed, you will need to update the pricing on canned jobs.

1. Open the Parts & Service module.
2. Choose the Edit menu in the upper left of the screen.
3. Hover over Modify to expand the submenu.
4. Choose the Recalculate Canned Jobs / Parts Kits option. This will provide you a popup window.

5. Click the Calculate button to begin updating.