Job-Based View

The job-based view is the default view in R.O. Writer. The job-based view formats parts and labor into one section called "Jobs" on the Parts/Labor tab.

In the Jobs section, the parts display under the labor. You can click the + and - buttons to expand and collapse the part list in each labor.

The Jobs section dislaying parts and labor.

Each labor displays a total for the parts, the labor, and the total amount for the entire job.

Switching to Job-Based View

If R.O. Writer is in the non-job-based view, you can switch to the job-based view by clicking the Windows menu > Job Based Repair Orders.

The Windows menu expanded with Job Based Repair Orders checked.

This setting applies to the following ticket types:

It is best to exit out of all tickets on the window before you change this setting.

If a ticket is open on the window when you click Windows menu > Job Based Repair Orders, the view change is not applied immediately. You need to exit out of the ticket window first. When you re-open the ticket, it appears in the job-based view.

NOTE: The selected view does not determine how the ticket prints. The format of printed documents is always determined by the form type associated with the document.

Jobs Section Format

In the Jobs section, labor operations appear on a dark gray line with all its associated parts grouped beneath it.

The Jobs section of the Parts/Labor tab showing parts and labor in the job-based view.

Labor Lines

Each labor operation appears as a unique section with the labor line at the top of the section. Labor lines

A labor line on the Parts/Labor tab with numbers over specific areas.

The following table describes the numbered items in the image above.
# Name Description

1

Icons

These icons indicate information about the labor.

The following table describes the icons.

Icon

Description

The wrench icon on labor lines.

Indicates that the labor time clock is not running.

The clock icon on labor lines.

Indicates that the labor time clock is running.

Press the "T" key on the keyboard to start and stop the time clock.

The checkmark icon on labor lines.

Indicates that the labor is finished.

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.

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.

The Charge field on the Editing Labor window.

If the job calculates charges according to Billed Time, the Billed Time amount displays on the line.

6

Total column

The total price of parts and labor only.

NOTE: 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.

A part line on the Parts/Labor tab. with numbers over specific areas.

The following table describes the numbered items in the image above.
# Name Description

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

  1. Part's stock designation (for parts with a record in Inventory) and
  2. The profit margin indicator arrow.

For example, A part line with inventory information. means this is a stock part that is above the minimum profit margin.

The following table describes the meaning of the symbols on the part lines.

Symbol

Description

S

Indicates the part is marked as a Stock part and there is enough on hand to fulfill the requested quantity.

N

Indicates the part is one of the following:

  • Marked as a Non Stock part in local Inventory (with or without quantity on hand ).
  • Marked as a Stock part in Inventory, but there is not enough quantity on hand to fulfill the requested quantity.
  • From a supplier with no part record in Inventory.

The down arrow on part lines.

Indicates the part is below the minimum profit margin.

If a red arrow pointing down The profit is below minimum margin icon. appears in the Information Section above the Jobs section, the entire ticket is below the minimum profit margin.

The up arrow on part lines.

Indicates the part is above the minimum profit margin.

X

Indicates the part has no on-hand quantity and the part is below the minimum profit margin.

2

Quantity

The quantity requested for the job.

  • Parts can be linked directly to labor operations or included in Smart Jobs, Smart eJobs, service intervals, or other labor packages that include parts.
  • If the part was added with a labor, the quantity of the part is set in the labor operation. You can adjust the requested quantity by double-clicking the part to open it and typing in the new quantity.

3

Part Number

The part number.

4

Description

The part description.

5

Price

The price to the customer for the quantity.

Hiding Parts

The plus and minus signs at the beginning of labor lines let you show or hide the parts associated with it.

Hiding the parts can be helpful when a job has many, many parts and/or there are many jobs with many parts in the Jobs section.

This does not affect the how the repair order prints.

Right-Click Options for Labor

Right-clicking on a labor line brings up the following menu.

The right-click menu for labor items.

Deleting Labor

To delete one job, right-click on it and select Delete Labor.

To delete multiple jobs,

Right-click and select Delete Labor on the menu.

If there are parts associated with the job(s), R.O. Writer asks if you want to delete the associated parts.

The Delete parts prompt.

Right-Click Options for Parts

Right-clicking on a part brings up the following menu.

The right-click menu for parts.

Moving Parts

By moving parts, you can

There are two main methods to move parts:

To Move Parts Via Right-Click

Complete these steps:

  1. Right-click on a part.
    Cut Parts selected on the right-click menu of a selected part.
  2. Select Cut Parts.
  3. Right-click on the labor operation you want to move the parts to.
  4. Select Paste Parts.
    Paste Parts selected on the right-click menu.
  5. The selected parts appear under the new job.

To Move Parts Via Drag and Drop

Click and hold on the part and drag the part higher in the list within a labor operation or to another labor operation.

The drag and drop icon that appears when moving parts via drag and drop.

To select multiple items:

Smart Pricing Changes

If you are using a pricing method for parts that prices the parts based on their associated labor, the price can be affected when moving parts between labor.

If you are using Smart Pricing, how the price is impacted is determined by the When Cutting and Pasting Parts from One Job to Another option in Configuration. If set to prompt, a prompt appears when pasting the price asking if you want to update the price of the part based on the new labor operation. Click Yes to recalculate the price based on the new job.

Moving Labor

Click and hold on the labor operation and move it up or down in the list.

To select multiple items:

Printing in the Job-Based Format

The format of printed tickets is not affected by the view setting selected on the Windows menu. The printed format depends entirely on the form type selected in Configuration.

If the parts and labor on your printed repair order do not match the Jobs section, check the form type selected in Configuration.