Create Repair Order Surcharge Codes
This article explains how you can create surcharge codes in FleetSquared for use on repair orders.
- To manage surcharges in FleetSquared, open Administration and select Corporate Setup Manager.
- Open the Surcharges tab.
- To edit a surcharge click on the surcharge code. To add a new surcharge, click on Add Surcharge.
Whether you are editing a surcharge or adding a new
surcharge, the same pop-up window will appear to edit or create a surcharge.
Enter a code name, description, select whether the
surcharge will be calculated based on labor, parts, or parts & labor, then
enter the percent to be charged.
Enter minimum and maximum amounts if you want to set
a flat rate surcharge or prevent it from being too high on expensive repair
Check Taxable if taxes should be applied to the surcharge.
a check next to Auto Gen. will cause
the surcharge to be generated automatically on new repair orders.
If specific surcharges need be charged on specific
parts, or specific parts should not incur a surcharge, you can add overrides
under Part Surcharge Overrides.
Click on Add
Part Surcharge Override.
Select the surcharge code, enter the part number,
then enter either a percent or a flat rate to be applied to the specific
part. Click OK to save.
Tech RO Walkthrough - Create a Repair as a Technician
This tutorial provides a walkthrough of how to create a new repair order as a service technician. Sign in to https://emdecs.com/fleetsquared/ with your technician username and password. Search for a unit by the owner, unit number, VIN, serial number, ...
How do I split activites on a repair order and move them to another repair order?
Activities, and their assigned parts, can be moved from one repair order to another repair order from the Complete RO screen by clicking on the Split RO button when you are on the repair order to be split. From the split RO screen, click on Select RO ...
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 ...
Create Part Purchase Order
This article provides a walkthrough of how to create a part purchase order. To create a part purchase order, open the Parts menu and select Order Parts. Open the Spot Order tab. Search by the part number or part description to narrow down the list of ...
How do I override taxes on repair order?
Open the repair order from the Complete RO screen and click on the tax dollar amount. Click on the dollar amount again. Put a check next to Override then enter a percentage or amount. Click OK to save.