Tech RO Walkthrough - Create a Repair as a Technician

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.
  1. Sign in to with your technician username and password.

  2. Search for a unit by the owner, unit number, VIN, serial number, or license plate.  After locating the unit, click the Select button.

    Tip:  Click on Show Advanced Search to reveal additional search options in case you are having trouble locating a unit.

  3. After selecting a unit, the technician will be taken to the Labor tab in the Technician Portal.

    Add Labor

  4. Click on an icon to drill-down and locate the applicable labor activity.  Techs can also use the search field to search using words or SYS code to narrow down the icon list.

  5. Click on a green plus to add a labor activity to the repair.

  6. The labor activity will be moved to the right-hand side, and a start time will be added.  FleetSquared automatically keeps track of how long a technician spends on each repair activity.

  7. Click on the description to edit the description, change the VMRS code, add notes, or change the cause and task reason codes.

    To start work on a new activity, repeat steps 4 - 6 above to add another labor line.  The technician timer will switch to the new labor activity, keeping track of the time on each labor.

  8. To switch back to working on another labor activity, click on the stopwatch icon in the Start column.  This allows you to switch back and forth between working on different activities

  9. You can review/revise notes and cause/task codes by clicking on the triangle icon next to each activity.  To remove an activity, click on the red X then click on the Trash bin to remove it.

    Add Parts

  10. To issue parts to a labor activity, open the Parts tab and select the appropriate Labor activity on the left-hand side.

  11. Enter the part number in the Part #: field and select the part from the drop-down list.

    Tip:  Click on the magnifying glass for an advanced search window if you are having trouble locating a part.

  12. After selecting a part, the on hand quantity and storage location (if applicable) will be displayed on the right hand side.  Enter the quantity of parts to be used, then click Issue Part.

  13. The part (along with any linked core parts, if applicable) will be added to the list of parts in the bottom pane. 

    Repeat steps 10 - 13 to issue additional parts.

  14. If you add a part to the wrong labor line, you can drag and drop it to another labor icon on the left-hand side.  Click and hold your left mouse button on top of the part number to drag and drop.

    The part has been moved from Brakes to Exhaust System in the example below:

  15. The Pick List button can be clicked on to print a list of parts on the repair along with their warehouse location.  This can be handy if you have to search for parts in your warehouse.

    Pick list report example:

    Add Labor and Parts from Unit History

  16. To save time, you can add labor and parts from the Unit History tab when you are repeating a service that has been performed on the unit before (i.e. preventative maintenance services).
    Select the Unit History tab then highlight the Labor line that you want to copy.  Parts are listed on the right-hand side.  Then click on the stop watch to copy the labor to the repair.

  17. Check or uncheck the parts to be used again, then click Copy Labor.

  18. Open the Labor tab.  You'll see your time has now started on the copied labor.

    Summary Tab / Unit Ready

  19. After completing all repairs and issuing parts, open the Summary tab.  Under the summary tab, notes and readings can be entered.  When your work is complete and the repair is ready to be reviewed and invoiced by a service manager, click on the Unit Ready button.

  20. After clicking Unit Ready, your time on the unit will be stopped and you will return to the unit list on the Tech RO screen to search for a unit and start your next job.

    A service manager can invoice the repair order from the Complete RO screen.

    Taking Breaks, Pausing, and Logging Out for the Day

  21. The following buttons are available to pause and stop timers in the technician portal:

    Pause:  Use this if you start work on a unit before you know the unit number.  For example, if you have to go to your yard and grab "the red truck" but you don't know the unit number, hit Pause and FleetSquared will keep track of how long you spend being paused.  When you come back and enter the unit number, the time you spend paused will be added to the repair.

    End Shift:  Stops all timers and ends your shift.

    Lunch / Break:  Stops all timers while you take a break.

  22. After returning from a break or starting a new day, you can select a unit that you were still working on before your break / end day.

  23. Click on the stop watch icon next to the activity you are resuming after returning to work.  This will start the timer and keep track of your actual hours again.

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