Workorder Status

Navigation: In the Sales Entry window, click button in the Status column on the line of the desired Workorder.

Here you can change the status, send a Text Message, enter internal notes, and schedule an appointment and pick-up time for the Workorder. By keeping the status up to date, you can easily scan the list of Workorders on the bottom half of the window and know how things are going. When a Customer calls to see how their vehicle is doing, you can immediately tell them whether it is in progress, on hold, or completed, and why.

Change to Status:

Select the appropriate status of the job.

Send Text Message

If you have your email settings configured, you can send a text message to the customer here. The default message will depend on the current status.

Internal Notes

This section typically describes issues with the Workorder. It could tell why it is on hold, or why it will take longer than expected. These notes are not printed on the Workorder or Invoice.

Scheduled Time

Click the Clock icon on the Scheduled line to change the scheduled time. This will bring up the Scheduler window so you can see how busy your days are and schedule your date and time accordingly.

Pick-up Time

Click the Clock icon on the Pick-up line to change the pick-up time. This pick-up time can be viewed in various places.

• In this Workorder Status window.
• In the invoicing window.
• On the printed Workorder, if System Settings have it set to print there.
• In the Scheduler, the pick-up time is in the top right corner of the window, and can be changed there.
  

Normally, this will be the standard pick-up time as set in the system settings. To change the standard time:

• Go to the Sales Settings Tab of the System Settings window.
• Click the Clock icon at the bottom of the window.
• Select the most common time.
• In the Defaults – W/O tab, you can check or uncheck the box labeled Print the standard Pick-up time on all new Workorders.
• Save your changes.
  

Unschedule

If this workorder has been scheduled, you can unschedule it here.,

Change Button

Press this to save your changes and close the window.

Cancel Button

Press this to abort your changes and close the window.