Service Types

RepairShopPro supports a wide variety of service types reflecting a true repair shop business model. In some cases, one service will originate another. Such is the case with Service\Come-backs and Estimate\Estimate Follow-ups. This allows the chaining of invoices providing an audit trail through your service history.

Estimate

Use the Estimate template for creating written service quotes. Estimates are created by selecting the following options from the "Estimates" pad under the Application menu.

* Note 1: See New vs Returning Customers. RepairShoPro makes an important distinction between new and returning customers.

* Note 2: Service invoices are generated from accepted estimates using Estimate Follow-ups

Come-back

Use the Come-back template when a prior repair or maintenance fails and the customer "comes back" for additional service. To create a Come-back, select "Come-back" from the Application menu and a dialog will appear asking you to select the originating invoice. Next, select customer of interest from the top grid and the bottom grid will refresh with the selected customer's service history. Now select the originating invoice from the bottom grid to begin the service. The resulting invoice will reference the originating invoice as seen on the form footer, "Linked" tab and in history. You can toggle back and forth between the originating invoice and the Come-back invoice using the frame tabs.

Service Request

Use Service Request template when the service items are known in advance (tune-up, oil changes, etc.). Service Requests are created by selecting the following options from the "Service Request" sub menu under the Application menu.

* Note 1: See New vs Returning Customers. RepairShoPro makes an important distinction between new and returning customers.

Estimate Follow-up

Use the Estimate Follow-up template when an estimate is accepted. To create an Estimate Follow-up, select "Service Request" from the Application menu, then select "Follow-up Accepted Estimate" from the submenu. When the next dialog appears, select originating estimate from the estimate grid. The resulting service invoice will reference the originating estimate as seen on the form footer, "Linked" tab and in history. You can toggle back and forth between the originating estimate and the service invoice using the frame tabs.

* Note 1: You can also create an Estimate Follow-Up by selecting the thumbs-up icon on the toolbar while the estimate is open for edit.

Parts Counter Sale

Use the Parts Counter Sale template for parts-only or any other non-labor related item. They are created by selecting the following options from the "Parts Counter Sale" sub-menu under the Application menu.

* Note 1: See New vs Returning Customers. RepairShoPro makes an important distinction between new and returning customers.

Purchase Order

Use the Purchase Order (PO) template for creating supplier invoices. To create a PO, select "Purchase Order" from the Edit menu, then select supplier and originator from the following pop-up. There are 3 requirements that need to be satisfied before a PO can be closed-out: (1) Received - items must be received, (2) Stocked - items must be placed in inventory, and (3) Paid - invoice must be paid. When all these conditions are met, a PO can be closed-out and removed from the tree. After a PO is closed-out, it can be recalled by opening Supplier Editor and selecting "PO History" tab. From there, set a date range for PO closed data to locate it.

Adding parts to a PO is similar to adding parts to an invoice using the Parts Browser or direct part number look-up. Non-stocked parts cannot be added to a PO.

PO's can also be created in response to a low stock alert. When a low stock or out-of-stock alert is raised, the user is asked if he wants to generate a PO. If he chooses 'Yes', a new PO is created for the Supplier that received low stock alert.

A PO has many data elements. The following bullets explain each in detail: