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Work Orders Table of Contents

Kiosk Mode and Paperless Shop: the Paperless Shop and Kiosk Mode screens themselves look the same — there is no design change to the mechanic-facing screens. Opening a work order directly, or from a Paperless Shop job, shows the new Work Order design.

Cutover: the new Work Order design became the standard for all companies on October 22. The per-user New! Work Order: ON/OFF toggle was retired at cutover — it no longer appears and there is no way to switch back.

  1. Work Orders - Start Here

  2. Learn Work Orders

    1. Complete your first Work Order

    2. Add a job and assign a technician

    3. Post labor and parts to a job

    4. Review and close a Work Order

  3. Work Order Tasks

    1. Create a Work Order

    2. Update Work Order details

    3. Update the Work Order meter

    4. Add a job

    5. Assign technicians to a job

    6. Update job notes

    7. Request parts for a job

    8. Post labor to a job

    9. Post parts to a job

    10. Post tires to a job

    11. Post miscellaneous charges to a job

    12. Reverse a transaction

    13. Add an inspection from a Work Order

    14. Use bulk actions on Work Order jobs

    15. Add attachments to a Work Order

    16. Create a Work Order PDF

    17. Close or reopen a job

    18. Create an Estimate Work Order

    19. Request Estimate Work Order approval

    20. Convert an approved estimate to a Work Order

    21. Use Work Order templates

    22. Close or reopen a Work Order

  4. Work Order Reference

    1. Work Order workspace

    2. Work Order fields

    3. Job fields

    4. Work Order status values

    5. Job status values

    6. Estimate Work Order statuses

    7. Posting types

    8. Transaction types

    9. Work Order permissions

    10. Work Order system switches info

    11. Work Orders list columns

    12. Job view modes

  5. Understand Work Orders

    1. Work Orders and jobs — how they relate

    2. Work Order lifecycle

    3. Job lifecycle

    4. Planned versus unplanned maintenance

    5. How postings affect costs

    6. How parts requests become postings

    7. Warranty workflow

    8. Work Order closure requirements

    9. Choosing the right job view

  6. Troubleshooting

    1. Work Order won't close

    2. Job can't be closed or reopened

    3. Job won't add after clicking Add Job

    4. Part request is not showing in the queue

    5. Attachment did not save

    6. Estimate approval email was not received

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