WEBVTT

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A work order is a repair or a service job for a customer. In this episode we use the

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board in the back office to see where every job is, and to move one along.

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Open Work orders in the menu.

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The board has a column for each stage: Open, In progress, Waiting parts, Ready, and

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Picked up. The number at the top of each column is how many jobs are in it.

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Each card shows the work order number, the item, the problem, the customer, the

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technician, the due date, and what the job costs so far.

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You can filter by store, by technician, or show only the jobs that are overdue. Or

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search by number, item, serial number, or customer.

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If you prefer a table, tap List.

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Tap Board to come back.

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The job for the gravel bike is in progress. The technician is waiting for a part.

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Tap the three dots on the card, and choose Move to Waiting parts.

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The card jumps to the Waiting parts column. Everyone who looks at the board sees it.

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Click the card to open the job.

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At the top is the customer, the item and its serial number, the technician, the due

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date, and any deposit the customer paid. On the right are the problem the customer

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described, and notes.

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Parts and labour are listed below, with the total before tax. This job has one hour

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of labour for a tune up, and an inner tube.

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The technician used another part. Tap Add line, and choose Product or service.

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Search the catalogue by name, SKU or barcode. Each result shows its price, and how

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many you have on hand. Pick the inner tube.

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The part is on the job, and the total has gone up. The same menu also adds labour by

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the hour, or a custom line for anything else.

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The part has arrived and the work is done. Tap the status button at the top, and

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choose Ready.

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The job is ready for the customer. When they come to collect, tap Invoice to

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register.

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It creates a parked sale with these parts and labour. Recall it at the register to

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take payment. When that sale is completed, the work order is marked picked up. We

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will not create it now.

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That is the work order board. In the next episode, we look at the dashboard, which

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gives you the whole business at a glance.