Booking an MOT or service

Summary

This article explains how to create MOT and Service jobs in the Workshop system.

More Information

When raising a workshop job for an MOT or a Service there are some things you can do to make the job "work for you". This article explains how, by adding some specific information in to the correct fields you can make the job auto fill your next MOT or Service dates automatically.

Creating a Job for an MOT

• Go to " Workshop Workshop Diary".
• To create a New Job on today's date, click [Add] to create a new Blank workshop job. For more detailed help on creating a workshop job click Here.
• At the "Keeper" field enter the name of your customer. Click Here if you don't know the account codes.
• On the "Vehicle" field enter in the vehicle stock number, or if you are unsure of the Stock Number, press <Ctrl+F1> to search. For more detailed help on creating a vehicle click Here.
• At the "Description" field Type "MOT" in the first line. This will, when you invoice the job and the Vehicle Information box appears will auto fill the Next MOT date to be a Year on from the date of Invoice.
• At "Hours", enter an estimate of the time in hours it should take to complete this job, usually 0.5. to 0.75 of an hour for MOT's (30-45mins).
• Next add parts\Labour by pressing <F6> and then clicking [Add] to the job in the normal way. For an MOT this usually only requires an pre-defined amount of labour for the MOT. For more detailed help on adding parts and labour click Here.
• Once complete the job can be invoiced in the usual way, For more detailed help on invoicing workshop jobs click Here.

Creating a Job for a Service

• Go to " Workshop Workshop Diary".
• To create a New Job on today's date, click [Add] to create a new Blank workshop job. For more detailed help on creating a workshop job click Here.
• At the "Keeper" field enter the name of your customer. Click Here if you don't know the account codes.
• On the "Vehicle" field enter in the vehicle stock number, or if you are unsure of the Stock Number, press <Ctrl+F1> to search. For more detailed help on creating a vehicle click Here.
• At the "Description" field Type "SERVICE" or E.G. "SERVICE 5K for a specific service in the first line. This will, when you invoice the job and the Vehicle Information box appears will auto fill the Next Service date to the correct date based on the parameters set in the background of the system, as long as the "Auto Set Service Defaults" is set to 'Yes' in " Workshop Maintenance Options Parameters Vehicle service defaults".
• At "Hours", enter an estimate of the time in hours it should take to complete this job.
• Next add parts\Labour by pressing <F6> and then clicking [Add] to the job in the normal way. For more detailed help on adding parts and labour click Here.
• Once complete the job can be invoiced in the usual way, For more detailed help on invoicing workshop jobs click Here.

Speeding up the Creation Process

Tip: You can make creating these jobs even quicker by saving them as a "Standard Job". These can be loaded at the press of a button to save you typing the same information over and over again. For more detailed help on how to save a job as a Standard job Click here.

See also

• Getting Started - Workshop
• Creating Workshop Jobs
• Creating Workshop Vehicles
• How do I Find a Customer?
• How do I Create a Standard Workshop job?
• How do I add Parts to a Workshop Job?
• How do I Invoice a Workshop Job
• Setting Service Due dates from Workshop Management
• Setting MOT Due date from Workshop Management

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Keywords AND Misspellings

WORKSHOP JOB, DESCRIPTION, CREATE, ADD, JOBS, PARTS MOT, M.O.T., SERVICE