{ knowledge center }

Find resources about using the Shop Management Application based on system sections (ie Retail, Sales, Shop, etc.)

[shop]

How To's

Step 1. Locate Work Order
  • 1. In Shop App navigate to the Work Orders Index.

  • 2. Use search field found on the top right side of the page to search for a work order by Invoice or Estimate number.

    Note: search input supports partial search.

Step 2. Start Work (on Work Order)
  • 1. From the work order detail page, find the green button labeled "Start Work."

  • 2. Click the button to open the technician sign-in form.

  • 3. Use the form to select the labor item(s) pertaining to the work you'll be performing.

Step 3: End Work (on Work Order)
  • 1. In the upper righthand corner of the work order detail page click the red button labeled "End Work" upon finishing labor item(s).

    Shop Manager App
  • 2. You are now able to find and start work on another work order.