Setting service due dates from the workshop

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Revision as of 13:52, 19 July 2017 by Charles Allison (talk | contribs) (More Information)
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Summary

When a Workshop job is invoiced the system can automatically fill in the last and next service dates on the vehicle record.

More Information

When creating a Workshop job enter the word 'Service' or 'Serv' in the "Description:" field on the Job [Details] Tab. When the job is invoiced the system will auto fill the service dates on the vehicle record.

  • The "Last Service" will be set to the date the invoice is raised.
  • The "Service Due" date will be calculated based on previous service information and estimated annual mileage if enough history is available. Alternatively, the date will be calculated on settings against the vehicle model, vehicle manufacturer or by a system default setting, whichever one has been set.

See also


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Keywords AND Misspellings
service, due, date, dates, Auto, automatically