Step 1: Go to ‘Services’ Page
Click ‘New Service’ tab to create new service.
Step 2: Input New Service Information
Select or create a Company
Select or create a Vehicle
Input PO number if needed.
price matrix, labor rate and the contact are automatically pre-filled when you select a unit
Add Check in Notes (e.g. vehicle ETA, waiting on parts, etc...)
Note: If the truck has open work orders, they’ll appear when you create a new one. You can click to view past work, but you don’t need to close them — just continue creating the new service.
Step 3: Input Complaint Issue
Complaint: Enter the customers complaint under description.
* you can change the complaint to a service in another section here → SERVICE *
Click ‘Add Issue’ tab if you would like to add additional issues.
Step 4. Save or Check-In Vehicle
Click ‘Save’ to create the work order under Upcoming services.
Click ‘Check-In’ to Create the work order and check-in Vehicle.
Step 5. Check-In the Vehicle
Input information associated with service. (Optional)
Click ‘Check In’ to create On-Site service.
✅ You’ve now created a service work order!
From here, you can assign a mechanic, add parts, edit the work order and view the invoice directly from the work order page.
