A work order type is a group of settings that define what work order properties are available for ReconPro users in the mobile app and the Back Office application.

You can enter work order type settings on the following pages:

  • Work Order Types

  • Work Order Type

  • Vehicle Info Settings

  • Claim Info Settings

  • Wizard

  • Clients

  • Jobs

  • Status Reasons

Work Order Types List

You can use the Work Order Types page to add, edit, and delete work order types.

  • To add a new work order type, click Add on the toolbar, enter settings, and click OK.

  • To modify an existing work order type, click Edit next to the appropriate type, change settings, and click OK.

  • To remove an existing work order type, click Delete next to the appropriate type, and click OK in the message box.

Note You can click Set as Default next to one of the work order types to make it default.

Tip To see the history of changes to a work order type, click Audit Log next to the appropriate type.

Work Order Type Details

The Work Order Type settings include general settings, question forms tab, and invoice types tab.

General Settings

General settings define basic work order properties.

Type Name setting is required; when you create a new work order, you select the type name in the list of work order types.

Description setting is used to provide additional information about the work order type.

Alias Name setting is used to provide an alternative name for the work order type, for example, one work order can have an internal type name and a marketing type name that is shown to the customers.

Service Package setting is required; when you create or edit a work order you can select services included in the assigned service package only.

Group services by setting indicates whether work order services should be grouped on the Services screen on the mobile device.

  • No grouping means that services will be shown in one list.

  • Panels means that services will be grouped by vehicle parts.

  • Service type means that services will be grouped by type.

Price Access setting limits the device user’s access to the price of all services in the service package on mobile devices.

  • Read/Write means that device users can see and change the price of services.

  • Read Only means that device users can only see the price of services.

  • Hidden means that device users cannot see the price of services.

Sharing setting controls whether device users of the same team can see and work with the work orders of the given type.

  • No Sharing means that only the device user who creates the work order can see and edit it on the My Work Orders screen.

  • Team Sharing means that device users can see and edit the work orders created by other device users of the same team on the Team Work Orders screen.

Visibility setting is available only if the Team Sharing option is selected.

  • My means that logged-in users will see only their work orders on the Team Work Orders screen.

  • Team means that logged-in users will see both their work orders and team work orders on the Team Work Orders screen.

Wholesale email template setting indicates the email template that will be used for sending by email the work orders of the given type to the wholesale customers.

Retail email template setting indicates the email template that will be used for sending by email the work orders of the given type to the retail customers.

Email Pictures setting defines whether work order pictures should be attached to the work order email. If the Email Picture check box is selected, the In ZIP setting appears and defines whether work order pictures should be attached to email as a compressed ZIP folder.

Invoice From Device setting lets you create invoices from work orders on the mobile device.

Approval Required setting specifies whether you can approve the work order on the mobile device.

Allow WO Level Creation setting determines whether the given work order type is available while creating a work order on the mobile device. Note that if the Allow WO Level Creation check box is not selected, but the given work order type is assigned to an inspection type or a service request type, this work order type will still be available while creating a work order from inspection or service request.

Allow Delete setting indicates that you can delete a work order of the given type on the mobile device.

Block Identical VIN setting doesn’t let device users create more than one work order with the same VIN.

Block Identical Services setting doesn’t let device users create more than one work order with the same VIN and the same services. Note that such work orders will still be created if the Multiple check box is selected in the settings of these services.

Vehicle History Enforced setting enables showing the ‘Existing work order has been found for this vehicle’ message in the mobile app when device users create more than one work order with the same VIN.

Total Sale Field Required setting doesn’t let you save the work order until you enter the total sale amount.

Allow Client Changing setting lets device users change the customer of the work order that has been already saved.

Status Reason Required setting defines whether you must select a reason when changing the work order status to On Hold or Closed on the mobile device.

Monitor tab

The Monitor tab includes the following settings:

  • Monitor Repairing setting indicates whether the work order is shown as repair order on the ‘Repair Orders’ page on the ‘Monitor’ tab.

  • Default Repair Location setting defines a repair location that is set by default for work orders of the given type.

  • Approx. Repair Time setting is entered in hours. It is used for calculating the Target Date of repair orders and in the reports.

  • Invoicing Requires Completed RO setting doesn’t let you create an invoice from the work order until the repair order is completed. Note that if needed you can change this setting for particular repair orders.

  • Start RO Required setting defines how repair orders get started. If the ‘Start RO Required check box’ is not selected, repair orders are started automatically. If the Start RO Required check box is selected, you must start repair orders.

  • Allow deleting services/tasks in Back Office setting defines whether Repair360 Back Office administrators can delete repair order services and tasks. Note that required services and automatically added tasks cannot be deleted.

  • Priority Auto-Adjustment setting defines the day of the week and the period after repair order start when repair order priority must be automatically changed to ‘High’. For example, if the threshold is 10 days and the weekday is Monday, then every Monday the program will automatically change the priority of open repair orders to ‘High’ if they were started more than 10 days ago.

  • Auto-create draft invoice for RO with approved services setting indicates whether draft invoice must be created for work orders of the given type when repair order services were approved.

    • Invoice Type drop-down list allows selecting an invoice type that will be used for draft invoice creation.

Question Forms

On the Question Forms tab, you can assign question forms to the given work order type. Assigned question forms are shown as separate screens when you create or edit a work order on the mobile device.

  • To assign a question form to the work order type, click the appropriate form in the Available Question Forms list, and then click the right-pointing arrow.

  • To remove an assigned question form from the work order type, click the appropriate form in the Assigned Question Forms list, and click the left-pointing arrow.

  • To assign all question forms to the work order type, click the right-pointing double arrow.

  • To remove all question forms from the work order type, click the left-pointing double arrow.

Surveys

On the Surveys tab, you can assign a customer satisfaction question form to the given work order type so that you can get customer feedback about the quality of your services.

  • Select ‘Customer Satisfaction Survey’ in the Survey Type box, select the newly created question form in the Question Form box, click Add, and then click OK.

Invoice Types

On the Invoices Types tab, you can assign invoice types to the given work order type. Assigned invoice types are shown when you create an invoice from the work order of the given type.

  • To assign an invoice type to the work order type, click the appropriate form in the Available Invoice Types list, and click the right-pointing arrow.

  • To remove an assigned invoice type from the work order type, click the appropriate form in the Assigned Invoice Types list, and click the left-pointing arrow.

  • To assign all invoice types to the work order type, click the right-pointing double arrow.

  • To remove all invoice types from the work order type, click the left-pointing double arrow.

Vehicle Info Settings

On the Vehicle Info page, you can define the order of the Vehicle Info fields as well as which of them will be visible, required, and read-only when you create or edit a work order of the given type.

  • To set the order of the visible fields, drag field labels to the appropriate places in the Fields order on the mobile device box.

  • To make a field visible, select the check box in the Visible column next to the appropriate field.

  • To make a field required, select the check box in the Required column next to the appropriate field.

  • To set the Make field or the Model field as read-only, select the check box in the Read-Only column next to the appropriate field.

Claim Info

On the ‘Claim Info’ page, you can define the order of the Claim Info fields as well as which of them will be visible, and required when you create or edit a work order of the given type.

  • To set the order of the visible fields, drag field labels to the appropriate places in the Fields order on the mobile device box.

  • To make a field visible, select the check box in the Visible column next to the appropriate field.

  • To make a field required, select the check box in the Required column next to the appropriate field.

Note If you select the Allow Unapproved Insurance Companies check box, device users will be able to type insurance company name if it is not in the list of insurance companies.

Wizard

On the Work Order Wizard page, you can define the order in which particular forms are shown while creating a new work order on the mobile device. The form at the top of the list is shown the first, while the form at the bottom of the list is shown the last.

  • To set the order of the forms, in the Order column, click the arrows to move the appropriate form up or down the list, or drag the form to the place that you want.

Vehicle Info

The ‘Vehicle Info’ form is enabled by default and you cannot change its status or remove it from the list.

Claim Info

The ‘Claim Info’ form is disabled by default.

  • To enable the Claim Info form, click Change Status next to the Claim Info form.

Question Forms

The ‘Question Forms’ automatically appear on the Wizard page after you assign question forms to work order type on the Question Forms tab.

  • To remove a question form, click Delete next to the appropriate question form.

Services

The ‘Services’ form is enabled by default and you cannot change its status or remove it from the list. You can change the Price Access setting that limits the device user’s access to the price of all services in the service package on mobile devices.

Note The value in the Price Access column corresponds to the Price Access setting in the General Settings, so if you change the value in the Price Access column of the Wizard, it will be updated accordingly in the General Settings.

You can set access to the price of particular services in the service package.

  • Click Services, and then on the Services page, change the Default setting next to the appropriate service.

Note Particular service may have its own ‘Price Access’ setting only if service package ‘Price Access’ setting is either ‘Read/Write’ or ‘Read Only’. If the service package ‘Price Access’ setting is ‘Hidden’, the service price will be hidden regardless of its ‘Price Access’ setting.

Clients

On the Clients page, you can assign customers for which the given work order type is available while creating a new work order.

  • If you want the work order type to be available for all customers, you should not assign clients to this type at all.

  • If you want the work order type to be available for one or several customers only, add them to the Assigned Clients list.

  • If you want the work order type to be not available for one or several customers only, add them to the Excluded Clients list.

Tip To remove a customer from the ‘Assigned Clients’ list or the ‘Excluded Clients’ list, click Delete next to the appropriate customer.

Jobs

On the Jobs page, you can assign jobs to the given work order type. Assigned jobs are shown on the Jobs screen on the mobile device while creating a new work order.

  • To assign a job to the work order type, on the Work Order Types page, click Jobs next to the appropriate type.

The price that you set for the job services overrides the standard service price, the service price in the package, and the service price for particular customers.

  • To set the price for job services, click Services, and then on the Services page, enter appropriate values in the Job Price column.

Status Reasons

On the Status Reasons page, you can manage reasons for work order statuses. Status reasons are shown when you change the work order status on the mobile device.

  • To manage status reasons, on the Work Order Types page, click Status Reasons.

Note You can manage reasons for two work order statuses only: ‘On Hold’ and ‘Closed’.

  • To add a new status reason, click Add on the toolbar, select status, type reason name, and click OK.

  • To modify an existing status reason, click Edit next to the appropriate reason, change the reason name, and click OK.

  • To remove an existing status reason, click Delete next to the appropriate reason, and click OK in the message.

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