Work Orders
Manage your Estimates, Work Orders, Time Clock, and Invoicing
9 articles
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 delete 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.