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Creating A Job Example
Creating A Job Example

A step by step example of how a job is created.

Written by Josh Schwermer
Updated over a week ago

In this article I'll go over all necessary steps NEEDED to successfully create a job.

Before we start the process here's a list of components NEEDED before creating a job: "Company Profile", "Location", "Account".  

To fully utilize our system I would highly recommend using our other features such as:  "Pricing Profiles", "Tags", "Items".

Having the aforementioned information in place we can start the process.

Step 1:

Most jobs will start at this screen.  Here you can either look up the part through our "Vin Decoder" or "License Plate".  If you decide to look up the part via "License Plate" you will have to fill out all the fields yourself, otherwise simply putting the VIN will autofill the fields.

Step 2: 

If you've gone through the "Vin Decoder" route you will either get a sole match, which highlights one part.  Or you'll get a multi match, which highlights multiple, which you won't be charged for.  From here you'll either choose "REPAIR ONLY" or "QUOTE".

Step 3:

Whether you choose "Quote" or "Repair Only" you'll be taken to the "Location" screen.  Here you'll be required to enter the customer's postal code.  This feature is for those companies that do provide mobile service.  Depending on the service range of the shop you will either get a "Green" or "Red" mark next to the location.

Step 4:

For this example I will be using "Cash" as the means to payment, depending on the payment type required fields will vary.

I would recommend asking the customer how they'd like to receive a copy of their work order before checking the "SMS" box.

Jobs aren't required to be scheduled nor assigned to a technician during the making and can always be modified later.

The part looked up will automatically be applied to the "Invoice Items" list.  More items can be added manually before the scheduled job.  Adding more than 10 items will result in an error.  Here you can also add custom created items specific to your company if need be.  If you have a "Pricing Profile", discounts, markups, flat rates and others will be automatically applied otherwise you will have to do it manually.  Here's a link to more information on Pricing Profiles:

For my example I have the "Auto Tax" bar toggled off, which allows for manual taxation.  The default setting will have the "Auto Tax" bar on.

Tags aren't a requirement, but I would highly recommend creating some for the purpose of organization and ease of access.  By clicking the arrow on "Job Autobiography" you can check the status of the job and/or the changes made to the job.

To help better explain "Billing Profile" and "Location" here's a link to their respective videos.

Billing Profiles:

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