Parts/Labor Tab
When you create a new ticket, the ticket window opens to the Parts/Labor tab.
NOTE: You can choose to open to the Service Requests Tab in Configuration (Configuration menu > Repair Order > R.O. Options > When Opening New R.O. > Start with Service Requests setting).
Sections of the Parts/Labor tab:
Customer Section
This section displays the customer's information.
- If there are Customer Notes, the words "See Notes" appear in red.
- If the customer has an accounts receivable account, an A.R. Account link appears.
- If a purchase order is required for the customer, the words "P.O. Required" appear in red.
- If this is a fleet customer, a Fleet link appears.
To open the customer window, click the customer’s name. If the wrong customer is selected, you can select a different customer. (You will also have to select a different vehicle.)
Vehicle Link
The Vehicle link at the bottom opens the Vehicle List of all the vehicles associated with the customer.
You can
- Select a different vehicle in the list for the open ticket.
- Add a new vehicle for the customer.
Vehicle Section
This section displays the vehicle information entered for the vehicle.
- If the vehicle is valid for Epicor, “EPICOR” appears in green*.
- If the vehicle is valid for ACES, “ACES” appears in green*.
- If there are Vehicle Notes, "See Notes" appears in this section.
To Edit Vehicle Information
To edit the information in the vehicle section, open the Edit Vehicle window by clicking the vehicle year in the link at the top of the section.
Link | Toolbar Button | Click to: |
---|---|---|
History | Open the Local History of services performed on this vehicle | |
Service | See Service Recommendations (based on previous visits) for the vehicle. | |
Checklist | See the Service Checklist for the vehicle. | |
Fleet | Click to open the Fleet Wizard to assign this vehicle to a fleet. This is how you create a fleet invoice. |
Information Section
- The Created date displays the date the ticket was created.
- A series of links appear where you can enter or review information already entered for the ticket.
- The Keywords field displays smart keywords as links only when a part with smart keywords is selected in the Jobs section. Click these links to search by keyword in Smart eCat. See Searching by Smart Keyword for details.
- The CARFAX button opens the CARFAX Service History Check Report for the vehicle.
- The large, red down arrow appears when the total price for the ticket is below the set profit margin.
Links in the Information Section
There are several links in the information section that enable you to enter or change information without having to leave the Parts/Labor tab. These links are also buttons on the Other Information Tab.
Link | Other Information Tab Button |
Click to enter or change the: |
---|---|---|
Service Writer | Change Service Writer | Service writer assigned to this ticket. |
Center | Change Profit Center | Profit center assigned to this ticket. |
Status | Change Status | Status of the ticket. |
Source | Change Source | Customer source (how the customer found out about your shop). |
PO/Coupon | Change PO/Coupon | The purchase order number or Fleet coupon number. |
Parts and Labor (Jobs) Section
Parts and labor appear in this section. There are two views: job-based and non-job-based.
If you are using the Job-Based View, parts and labor are combined into one section named "Jobs":
The job-based view is the default view and provides much more functionality than the non-job-based view. For details, click the following link: Job-Based View.
In the non-job-based view, parts and labor are divided and display in their separate sections.
Both job-based and non-job-based views have labor lines and part lines.
Labor Lines
Each labor operation appears as a unique section with the labor line at the top of the section. Labor lines
- Are light gray.
- Display symbols and notations indicating important information about the job.
# | Name | Description |
---|---|---|
1 |
Icons |
These icons indicate information about the labor on the line.
|
2 |
Technician |
Displays the technician code of the technician assigned to the job. If no code appears, no technician is assigned. Technicians are assigned by double-clicking the labor line to open the job and selecting a technician at the top of the window. NOTE: If you use Scheduler, the technician code may be highlighted to indicate if the job is scheduled. This is a setting in Configuration (Configuration menu > Scheduler Setup > Setup Options > Highlight Tech). |
3 |
Description |
The description of the job. |
4 |
Parts column |
The price of the parts in the job. This is the parts-only total; it does not include labor. |
5 |
Labor column |
The price for the labor alone. This column displays the number in the Charge field of the Edit Labor window.
If the job calculates charges according to Billed Time, the Billed Time amount displays on the line. |
6 |
Total column |
This is the total price of parts and labor only. This is NOT the total price! To see the total price - including taxes, fees, and supply charges - check the Total on the Calculations Tab. |
Part Lines
Each part appears on its own line. Part lines
- Display symbols and notations indicating important information about the part.
- Appear on the printed ticket with letters corresponding to the symbols.
# | Name | Description | ||||||||||||
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1 |
Symbols |
These symbols indicate that this line is a part (as opposed to a labor) as well as its inventory status. The part symbol is a combination of the
For example, means this is a stock part that is above the minimum profit margin.
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2 |
Quantity |
This is the quantity requested for the job.
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3 |
Part Number |
This is the part number. |
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4 |
Description |
This is the part description. |
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5 |
Price |
This is the price to the customer for the quantity. |