In this article, we look at the options you have whilst working on a job, and then the process to complete a job.

In a previous article, we have already gone through the scheduling of a job, so this article picks up from having a job scheduled and open within the Workshop Module:

 You can then work on the job, amend the Notes as you go, or scroll down to the Items section to use the Add Item or Quick Scan options to add any parts you use:

When adding items, you can make use of the search functions which allow you to type a keyword and return a list of results, so you can find an item more easily.

If you need to order parts for the job, it's recommended to add the part and then set the time and date to be when you are expecting to be able to work on the job again, once the part has arrived.

You can then change the status to Awaiting Parts.  At this point, we would also recommend using the Customer Communication functionality to inform the customer of these changes: 

Once any parts have arrived and you can start work on the job again, you can change the job status to show that it's no longer awaiting parts. You can then continue working on the job, making sure that parts are added and notes updated as you proceed.

To be able to complete the job, you will need to add a name or initials into the Quality Control field and assign the mechanic. You can then click the Complete Job button.

After this, we would suggest printing out the job sheet, by clicking on the Printer icon in the top right:

You can then choose either the Print Full Size Tag or Print Full Size Tag Without Customer Details buttons. This will open another browser tab with a job complete sheet, which you can then print, sign and tag on the bike to show it is complete.  For added security, you can use the Print Full Size Tag Without Customer Details option if the bike will be visible to in-store customers.

The Job will now display in green on the calendar to show it is complete.

As long as a job has not been recalled and completed at the Point Of Sale, you can access the job on the Scheduler again and click on the Reopen Job button if more work needs to be done, for example, if the customer calls in to give the go-ahead for any recommendations you may have made.