How to add repairs and items to job cards

In this guide, we show you how to build a job card up with your repair items.

To edit general job details, use the top half of the job card. Click here for more info on how you do that.

Repairs are located beneath the Job details...

There are several ways to add repairs to a job card:

Click Add Service From TecDoc to add a service from the CarVue>TecDoc - Service Schedules - TecRMI.
Click Add Repair From TecDoc to add a repair from the TecDoc repair catalogue.
Click Add Repair From Template to use a pre-made repair template.
Cick Add New Repair to manually add individual line items to the job.

In the example below, we'll use the Add New Repair option to manually add individual line items.

A New Repair box will appear below.

Select the Repair Type (these can be set-up and configured in Admin).
Enter a description of the repair in Work Requested.
Enter the Estimated Hours for the repair. This will add a line item for "Standard Labour" onto the repair.
Select the Repair Status from the drop-down to track if the repair has been agreed by the customer.
Add any notes pertaining to the repair in Work Required.
If you want to offer a Fixed Price for the job, select this checkbox. This will mean the job will remain at the fixed price no matter the cost of the parts or how many hours the job takes.
Add your line items (see below) and then click Save repair to add it to the job.

There are three ways to add a new line item:

Use the supersearch box to search for existing products. If you can't find the products you're looking for click Add "..." to add a new product.
Click Add Part From TecDoc to add a part from the TecDoc library.
Your most commonly used products will be shown here. Click to add to this repair.

Once you've selected your product, you'll be able to enter or change the following details:

If you need to change the Product Information, you can do that here.
Enter the Quantity required for the repair.
The Unit Sales Price will be auto-populated from the product record. If you need to you can change it here.
You can enter a Discount for the parts here.
The Account will default to the Sales account defined for the product and the accounts can be configured in Admin.
Change the Tax Rate if you need to.
Once you've added all your line items, click Save repair.

You can also add items not linked to a repair if you want to. Simply select select Parts Only from the Repair Type drop-down.