Creating workshop jobs

Summary

To be able to create a Workshop job within the workshop system. The job will be searchable within the "Workshop Diary", as well as being editable.

Additional Information

• To create a Workshop job, go to "Workshop Management" -> "Workshop Diary".
• This will show the "Workshop Diary" and currently have today's date highlighted.
• To create a New Job on today's date click [Add].
• To create a New Job on a Future date you can either:
  • Click on [>] or press <F1> to advance 1 Day.
  • Click on [>>] or press <F2> to advance 1 Week.
  • Click on [>>>] or press <F3> to advance 1 Month.
• Once on the correct date click [Add] to create a new job.

The System will automatically create the Job number, this stops duplicate job numbers being created.

Job card

A blank Job Properties screen will appear, waiting for you to fill in the details of the various parts of the job. You could always load in a Standard Job or continue as follows;

Account

• At the "Keeper:" Type in the first three or four characters of the vehicle owner's surname, and press <Enter>. You will see a list of possible choices. Pick the correct one from the list or click <Add> to create a new account.
• The "Invoice Account:" will automatically be filled the same as the keeper, if however the person who is to pay for the job is different from the Keeper, enter their account code here.

See How do I find a customer? if you don't know the account codes.

Vehicle

• At the "Vehicle:" enter in the vehicle stock number, or if you are unsure of the Stock Number, press <Ctrl+F1> to search.

If the vehicle and customer have already been entered into the workshop system when selecting the Keeper the vehicle will automatically be filled in.

Job Details

• At the "Description:" type the description for this job. This will be the items that need doing on this bike, e.g. Full Service, MOT, Change Brake Pads and so on. This will appear on the workshop job card. If you do not have enough space, it is possible to add more description to a workshop job.
• The "Status:" will default to to 'BI'(Booked In). This can be changed by typing in a different status code.
• At the "Reference:", Enter the job reference. On a retail job, there probably won't be anything to put here, but on a warranty job, the manufacturer's warranty reference is helpful here.
• The "Depot:" will default to the depot for your current site. If you are a multi-site operation, this distinguishes your jobs from another site's jobs.
• At the "Rate:"You may have rates set up for internal work or warranty work for specific manufacturers. This enables you to set the unit cost and retail price of labour for a specific type of job without setting up that rate for each of your labour codes. This will be done here.

Schedule

• At the "Received:" enter the date the Job was entered. This date will default to the user date.
• At the "Started:" enter the date the Job was started. This date will default to the user date or if you entered here from "Workshop Diary" the date of the Diary.
• At the "Due:" enter the date the Job is due for completion. This date will get set to the start day if no date is entered.
• At the "Hours:" enter in the approximate time in hours it takes to complete this job.

Essentially this is all that is needed to be done to create the basis of a workshop job.

• Press <Esc>.
• At "Confirm Changes" prompt Screen, click [Accept] to save changes to the job that you have just completed and return back to the Workshop Diary Screen.

See Platinum Dates for tips on entering dates.

See also

• How do I add more description to a Workshop Job?
• How do I Create a Standard Workshop job?
• How do I add Parts to a Workshop Job?
• How do I add Labour to a Workshop Job?
• How do I order Parts for a Workshop Job?

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Keywords AND Misspellings

workshop jobcard, description, Create, Jobs