A work order type is a group of settings that define what work order  properties are available for ReconPro users on mobile device and in the  Back Office application.

You can enter work order type settings on the following pages:

  • Work Order Types
  • Work Order Type
  • Vehicle Info Settings
  • Claim Info Settings
  • Wizard
  • Clients
  • Jobs
  • Status Reasons

Work Order Types

You can use the Work Order Types page to add, edit, and delete work  order types.

  • To add a new work order type, click Add on the toolbar, enter settings, and click OK.
  • To modify an existing work order type, click (Edit) next to the appropriate type, change settings, and click OK.
  • To remove an existing work order type, click (Delete) next to the appropriate type, and click OK in the message box.

Note You can click Set as Default next to one of the work order types to make it default.

Tip To see the history of changes to a work order type, click (Audit Log) next to the appropriate type.

Work Order Type

The Work Order Type settings include general settings, question forms  tab, and invoice types tab.

General Settings

General settings define basic work order properties.

Type Name

The Type Name setting is required;  when you create a new work order, you select the type name in the list  of work order types.

Description

The Description setting is used  to provide additional information about the work order type.

Alias Name

The Alias Name setting is used  to provide an alternative name for the work order type, for example, one  work order can have an internal type name and a marketing type name that  is shown to the customers.

Service Package

The Service Package setting  is required; when you create or edit a work order you can select services  included to the assigned service package only.

Group services by

The Group services by setting  indicates whether work order services should be grouped on the Services  screen on mobile device.

  • No grouping means that services will be shown in one list.
  • Panels means that services will be grouped by vehicle parts.
  • Service type means that services will be grouped by type.

Price Access

The Price Access setting limits  the device user’s access to the price of all services in the service package  on mobile devices.

  • Read/Write means that device users can see and change the price of services.
  • Read Only means that device users can only see the price of services.
  • Hidden means that device users cannot see the price of services.

Sharing

The Sharing setting controls  whether device users of the same team can see and work with the work orders  of the given type.

  • No Sharing means that only device user who creates the work order can see and edit it on the My Work Orders screen.
  • Team Sharing means that device users can see and edit the work orders created by other device users of the same team on the Team Work Orders screen.

Visibility

The Visibility setting is available  only if the Team Sharing option is selected.  

  • My means that logged-in users will see only their work orders on the Team Work Orders screen.
  • Team means that logged-in users will see both their work orders and team work orders on the Team Work Orders screen.

Wholesale email template

The Wholesale email template  setting indicates the email template that will be used for sending by  email the work orders of the given type to the wholesale customers.

Retail email template

The Retail email template setting  indicates the email template that will be used for sending by email the  work orders of the given type to the retail customers.

Email Pictures

The Email Picture setting defines  whether work order pictures should be attached to work order email. If  the Email Picture check box is selected, the In ZIP setting appears and defines whether work order pictures should  be attached to email as a compressed ZIP folder.

Invoice From Device

The Invoice From Device setting  lets you create invoices from work orders on mobile device.

Approval Required

The Approval Required setting  specifies whether you can approve the work order on mobile device.

Allow WO Level Creation

The Allow WO Level Creation  setting determines whether the given work order type is available while  creating a work order on mobile device. Note that if the Allow  WO Level Creation check box is not selected, but the given work  order type is assigned to an inspection type or a service request type,  this work order type will still be available while creating a work order  from inspection or service request.

Allow Delete

The Allow Delete setting indicates  that you can delete a work order of the given type on mobile device.

Block Identical VIN

The Block Identical VIN setting  doesn’t let device users create more than one work order with the same  VIN.

Block Identical Services

The Block Identical Services  setting doesn’t let device users create more than one work order with  the same VIN and the same services. Note that such work order will still  be created if the Multiple check box is selected in the settings of these  services.

Vehicle History Enforced

The Vehicle History Enforced  setting works together with the Check VIN Duplicates setting on mobile  device. If both options are ON, device users get the Existing work order  has been found for this vehicle message when they create more than one  work order with the same VIN.

Total Sale Field Required

The Total Sale Field Required  setting doesn’t let you save the work order until you enter total sale  amount.

Allow Client Changing

The Allow Client Changing setting  lets device users change the customer of the work order that has been  already saved.

Status Reason Required

The Status Reason Required setting  defines whether you must select a reason when changing work order status  to On Hold or Closed on mobile device.

Monitor Repairing

The Monitor Repairing section includes the following settings:

  • The Monitor Repairing setting indicates whether work order is shown as repair order on the Repair Orders page on the Monitor tab for further tracking.
  • The Default Repair Location setting defines a repair location that is set by default for work orders of the given type.
  • The Approx. Repair Time setting is entered in hours. It is used for calculating the Target Date of repair orders and in the reports.
  • The Invoicing Requires Completed RO setting doesn’t let you create an invoice from the work order until repair order is completed. Note that if needed you can change this setting for particular repair orders.
  • The Start RO Required setting defines how repair orders get started. If the Start RO Required check box is not selected, repair orders are started automatically. If the Start RO Required check box is selected, you must start repair orders.

Question Forms

On the Question Forms tab you can assign question forms to the given  work order type. Assigned question forms are shown as separate screens  when you create or edit a work order on mobile device.

  • To assign a question form to the work order type, click appropriate form in the Available Question Forms list, and then click the right-pointing arrow.
  • To remove an assigned question form from the work order type, click appropriate form in the Assigned Question Forms list, and click the left-pointing arrow.
  • To assign all question forms to the work order type, click the right-pointing double arrow.
  • To remove all question forms from the work order type, click the left-pointing double arrow.

Invoice Types

On the Invoices Types tab you can assign invoice types to the given  work order type. Assigned invoice types are shown when you create an invoice  from the work order of the given type.

  • To assign an invoice type to the work order type, click appropriate form in the Available Invoice Types list, and click the right-pointing arrow.
  • To remove an assigned invoice type from the work order type, click appropriate form in the Assigned Invoice Types list, and click the left-pointing arrow.
  • To assign all invoice types to the work order type, click the right-pointing double arrow.
  • To remove all invoice types from the work order type, click the left-pointing double arrow.

Vehicle  Info Settings

On the Vehicle Info page you can define the order of the Vehicle Info  fields as well as which of them will be visible, required, and read-only  when you create or edit a work order of the given type.

  • To set the order of the visible fields, drag field labels to the appropriate places in the Fields order on mobile device box.
  • To make a field visible, select the check box in the Visible column next to appropriate field.
  • To make a field required, select the check box in the Required column next to appropriate field.
  • To make the Make field or the Model field read-only, select the check box in the Read-Only column next to appropriate field.

Claim Info

On the Claim Info page you can define the order of the Claim Info fields  as well as which of them will be visible, and required when you create  or edit a work order of the given type.

  • To set the order of the visible fields, drag field labels to the appropriate places in the Fields order on mobile device box.
  • To make a field visible, select the check box in the Visible column next to appropriate field.
  • To make a field required, select the check box in the Required column next to appropriate field.

Note If you select the Allow Unapproved Insurance Companies  check box, device users will be able to type insurance company name if  it is not in the list of insurance companies.

Wizard

On the Work Order Wizard page you can define the order in which particular  forms are shown while creating a new work order on mobile device. The  form on the top of the list is shown the first, while the form at the  bottom of the list is shown the last.

  • To set the order of the forms, in the Order column, click  to move the appropriate form up the list or click  to move the appropriate form down the list or drag the form to the place that you want.

Vehicle Info

The Vehicle Info form is enabled  by default and you cannot change its status or remove it from the list.

Claim Info

The Claim Info form is disabled by default.

  • To enable the Claim Info form, click Change Status next to the Claim Info form.

Question Forms

The Question Forms automatically  appear on the Wizard page after you assign question forms to work order  type on the Question Forms tab.

  • To remove a question form, click  (Delete) next to the appropriate question form.

Services

The Services form is enabled  by default and you cannot change its status or remove it from the list.  You can change the Price Access setting that limits the device user’s  access to the price of all services in the service package on mobile devices.

Note The value in the Price  Access column corresponds to the Price Access setting in the General Settings,  so if you change the value in the Price Access column of the Wizard, it  will be updated accordingly in the General Settings.

You can set access to the price of particular services in the service  package.

  • Click Services, and then on the Services page, change the Default setting next to the appropriate service.

Note Particular service may  have its own Price Access setting only if service package Price Access  setting is either Read/Write or Read Only. If service package Price Access  setting is Hidden, service price will be hidden regardless of its Price  Access setting.

Clients

On the Clients page you can assign customers for which the given work  order type is available while creating a new work order.

  • If you want the work order type to be available for all customers, you should not assign clients to this type at all.
  • If you want the work order type to be available for one or several customers only, add them to the Assigned Clients list.
  • If you want the work order type to be not available for one or several customers only, add them to the Excluded Clients list.

Tip To remove a customer from  the Assigned Clients list or the  Excluded Clients list, click (Delete) next to the appropriate  customer.

Jobs

On the Jobs page you can assign jobs to the given work order type. Assigned jobs are shown on the Jobs screen on mobile device while creating a new work order.

  • To assign a job to the work order type, on the Work Order Types page, click Jobs next to appropriate type.

The price that you set for the job services overrides the standard service  price, the service price in the package, and the service price for particular  customers.

  • To set the price for job services, click Services, and then on the Services page, enter appropriate values in the Job Price column. 

Status Reasons

On the Status Reasons page you can manage reasons for work order statuses.  Status reasons are shown when you change work order status on mobile device.

  • To manage status reasons, on the Work Order Types page, click Status Reasons.

Note You can manage reasons  for two work order statuses only: On  Hold and Closed.

  • To add a new status reason, click Add on the toolbar, select status, type reason name, and click OK.
  • To modify an existing status reason, click (Edit) next to the appropriate reason, change reason name, and click OK.
  • To remove an existing status reason, click (Delete) next to the appropriate reason, and click OK in the message.

 

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