Service Categories for Central Service Reporting

R.O. Writer transmit data to Central Service (the R.O. Writer cloud). Central Service uses service level categories for reporting. To take advantage of these reporting categories, you need to add service level categories to parts and labor in R.O. Writer Configuration.

NOTE: Central Service is part of the R.O. Writer line of products.

Service Categories have been added to the following Configuration settings:

There is a Service Category dropdown list appears on the following windows:

These categories have been created to capture and categorize the most common functions of a shop day-to-day.

Service Categories

The service categories are programmed into R.O. Writer and cannot be modified:

Central Service Reporting

Central Service reports are organized into these categories.

An example of the Central Service dashboard showing the charts for the service level categories.

Central Service reports are currently being developed and will be available in a future release.

If you want to have shop data in Central Service reports, you need to assign service categories to parts department groups and labor categories according to the way your shop does business.

Configuring Service Categories

You can assign multiple department groups to the same service category.

To Assign Service Categories to Parts Department Groups

Complete these steps:

  1. Open R.O. Writer Configuration The Configuration icon.
  2. Open the Parts Department Groups setting (Configuration > Configuration menu > Parts > Parts Department Groups).
  3. Select a parts department group in the dropdown list.

  4. Select the service category you want to assign the selected parts department group to in the Service Category dropdown list.

    The service category dropdown list on the Parts department groups window.

  5. Click Save.
  6. If you want to assign another parts department group, repeat Steps 3—5.
  7. Click Close to close the Parts Department Groups setting.

To Assign Service Categories to Parts Departments

You can assign service categories to parts departments that are not included in any parts department group. This allows you to capture and track sales activity from standalone parts departments in Central Service reporting.

You can check to see if a parts department is not in any parts department group.

Complete these steps:

  1. Open R.O. Writer Configuration The Configuration icon.
  2. Open the Parts Department setting (Configuration > Configuration menu > Parts > Parts Departments).
  3. Select a parts department in the dropdown list.

    • If the parts department is in a parts department group, the Service Category dropdown list is inactive.

      A parts department with a group selected and the service category dropdown list inactive.

    • If the parts department group has been assigned to a service category, the Service Category dropdown list is inactive and the assigned service category displays.

      A parts department with a group selected and a service category selected in the disabled dropdown list.

    • If the parts department is NOT in a parts department group, the Service Categories dropdown list is active.

      The parts department is not in a group, which is why the service category dropdown list is active.

  4. Select the Service Category you want to assign the selected parts department to.
  5. Click Save.
  6. If you want to assign another parts department group, repeat Steps 3—5.
  7. Click Close to close the Parts Department Groups setting.

To Assign Service Categories to Labor Categories

You can assign multiple labor categories to the same service category.

Complete these steps:

  1. Open R.O. Writer Configuration The Configuration icon.
  2. Open the Labor Categories setting (Configuration > Configuration menu > Labor > Categories).
  3. Select a labor category in the Category in the dropdown list.

  4. Select the service category you want to assign the selected labor category to in the Service Category dropdown list.

    The service category dropdown list expanded on the labor categories window.

  5. Click Save.

  6. If you want to assign another labor category, repeat Steps 3—5.

    The service category selected on the labor categories window.

  7. Click Close to close the Labor Categories setting.