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

Create a Canned Job

1. Open the Parts & Service module.
2. In the Tools menu in the lower left of the screen, expand the Service Maintenance section.
3. Choose the Add / Modify Canned Jobs option. This will open the Canned Job Search window.

5. To view existing canned jobs, select the Find button at the top of the window. This will load the list of canned jobs. To add a new canned job, click on the New Canned Job button. This will open a new, blank RO template.

6. In the header, enter a description. This will become the name of the canned job.
7. Optionally, you can check the box to Display in Finance. This will allow the canned job to show when adding accessories to a deal.
8. Add the job information. This may include the job complaint or repair code, job type.
9. You may need to scroll down to view the repair Info tab.

10. Optionally, you may enter cause and correction text. This will automatically populate on ROs when this canned job is added.
11. If you wish to standardize the pricing or timing, you may enter the repair code pricing or timing, then check the Use Flat Rate Pricing box.
12. Click the parts tab to add any standard parts for the job.
13. 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.
14. Optionally, you may add another job to the list by clicking the Add Repair button.
15. Click the Save 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. If you wish to see the entire list of canned jobs, leave this field blank.
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. 
5. Choose the canned job you wish to add.
6. Follow the steps to add accessories to a deal.