Work Orders
Manage your Estimates, Work Orders, Time Clock, and Invoicing
17 articles
- Completing a Work Order: The Streamlined FlowThe new Complete Work Order flow wraps up a work order in far fewer steps, plus new Work Order settings: auto-approve lines, optional vendor invoices, and an optional manager review…
- Splitting Work Orders
- Work Order OverviewThe Work Order layout in ShopView is designed to give you a clear view of job details, labor, and parts. This guide gives you an overview of all features with…
- Adding Lines and Parts, New and Existing WOThis article explains how to add labor lines and parts to new and existing Work Orders (WOs) in ShopView. This is one of the most common workflows for Service Advisors…
- Work Order Status WorkflowStatuses track the progress of each Work Order and actions required. Automation moves jobs between statuses as tasks are completed
- Assigning Technicians to LinesUp to 5 technicians can be assigned on a single job line. Assigned and Unassigned jobs can be scheduled and punched into to track technician time.
- Clocking In & Out in ShopViewUsers in ShopView can track their work by clocking in and out of jobs or departments. This ensures accurate time tracking for both payroll and reporting. This article explains how…
- How can I void payments, reverse invoices, and manage partial payments in ShopView?
- How can I manage and track outstanding invoices and generate customer statements in ShopView?Learn how to track outstanding invoices and generate customer statements in ShopView. This article covers filtering unpaid and paid invoices, identifying invoice statuses, and creating customer statements directly from the…
- How can I handle invoicing work orders and payment scenarios in ShopView?Learn how to handle invoicing and payment scenarios in ShopView, including creating invoices without immediate payment, adjusting customer credit terms, transitioning work orders to invoiced status, and recording payments efficiently.
- How to add Fees like Freight or Miscellaneous Charges to a Work OrderUse the Fees feature for freight, disposal, admin, and card-processing charges. View this video for a complete understanding of Fees and Discounts. Or, read below for step-by-step instructions.
- How to apply a discount in ShopViewYou can apply a discount, reduce invoice total, or add a negative price to adjust billing in ShopView using this method.
- Work Order History → Audit LogThe Work Order History feature has been enhanced and is now called the Audit Log.
- Why might the Fault Code service not return results for a vehicle or work order?
- How to troubleshoot common issues with work orders in ShopView?
- Customer Deposits — Taking Pre-Payment on a Work OrderTake a pre-payment on an estimate or open work order. The deposit applies automatically when you invoice and syncs cleanly to QuickBooks.
- Digital Inspections