Common filters for inspections

You can filter inspections by date, status, type, customer, technician, and insurance company.

Named filters for team inspections

You can use named filters with predefined settings for team inspections. 

Note The list of available named filters depends on your Back Office settings.

Tip Learn how to apply common and named filters to team inspections.

Lot Walk

You can apply the named filter “Lot Walk” to team inspections created for a particular customer…

...and then send the approval link by email to the customer...

...who can click the link and then approve, decline, or skip the inspections. 

Tip Learn how to use the Lot Walk feature.

Common filters for work orders

You can filter work orders by date, customer, type, technician, and insurance company.

Tip Learn how to apply common filters to work orders.

Common filters for invoices

You can filter invoices by date, status, type, and customer.

Tip Learn how to apply common filters to invoices.

Change work order customer

You can change customer for an existing work order which has not been invoiced yet.

Required Subscriptions:

  • Features: AllowClientChanging

Note The Allow Client Changing check box must be selected for the appropriate work order type in Back Office. 

Tip Learn how to change work order customer.

Edit work orders in draft invoices

You can modify work orders attached to invoices in draft status. 

Select multiple parts for labor time service panel

When you add a labor time service to an inspection or a work order (or as additional service to a price matrix service), you can now select multiple parts per panel, so that multiple instances of the labor time service will be created (one for each selected part). 

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