Create New Repair as a Service Manager (from Complete RO screen)

Create New Repair as a Service Manager (from Complete RO screen)

Service managers can create and invoice a repair order directly from the Complete RO screen.  This is how you should create and invoice your repairs if your service technicians do not use the Technician Portal, or if you need to create a specific repair without having to enter it as a technician first.

  1.   Open the Service menu and select Complete RO.

  2. Click on New RO.

  3. Search for the unit being worked on.  You can search by the owner name, unit number, VIN, serial number, or license plate.  Alternatively, you can click on the New Unit link on the right-hand side if the unit has not been added to your system yet,

    After finding the unit, click Select.

  4. General customer and unit information and a pricing summary are displayed at the top of the screen.  The bottom section is where labor and parts are added to the RO.  Begin by clicking Add Labor to add your first labor activity.

  5. The Add Labor screen will pop-up.  You can click on icon under VMRS to drill down and locate the appropriate service activity and/or use the search field to narrow down the list of icons.

    Click on an icon.

  6. A list of service activities will be displayed along with their system (SYS) and assembly (ASM) VMRS codes.  You can click on the arrow at the top left to return to the previous screen, or click on a green plus to add a labor activity to the RO.

  7. After adding a labor activity it will be moved to the right-hand side.  The description can be edited and you can enter the charge hours and edit the hourly charge, as needed.  Notes are optional.

  8. If you want to change the default cause/reason and task codes, click on a code.

    A pop-up window with a list of choices will appear.  Click on any Select button to select the appropriate code.

  9. Labor and parts can also be added from the RO History tab.  This tab will list any repair jobs done on the same unit in the past, and the linked parts.  This can save data entry time if you are redoing a regular service, such as preventative maintenance.

  10. You will be prompted to select any parts that were used the last time the service was performed.  Use the check boxes to select the appropriate parts then click Select at the bottom of the window.

  11. When are you done adding labor activities to the RO, click Add at the bottom of the screen.

  12. To add parts to the repair order, click the Add Parts link on the right-hand side.

  13. Select a labor icon on the left-hand side, then enter a part number or description in the Part#: field.  FleetSquared will search for matching parts and display them in a drop-down list.  Click on the part number to select it.

  14. When you are done adding labor and parts, you can add or update unit readings, set the invoice date and click Invoice to complete and invoice the repair order.

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