• Cancel a Repair Order

  How can I cancel a repair order?Some readers

• Open a Job Card

  Here is how to open a job cardSome readers

• Attach Insurance Provider Details While Opening a Job Card

  Here is how to attach insurance while opening a job card :-Some readers

• Move the Repair Order to Ready Status

  How can I move the repair order to ready status?Some readers

• Tag a Technician to a Job Card

  Here is how to tag a technician to a job card :-Some readers

• Edit Order to Add More Services and Parts

  How to edit order to add more services and parts?Some readers

• Open a Job Card for a Predefined Service Package

  Here is how to open a job card for a predefined service package :-Some readers

• Notify Customers When the Order is Moved to Ready State

  Here is how to notify a customer when the order is moved to ready state /Some readers

• Apply Discount While Opening a Job Card

  Here is how to apply discount while opening a job cardSome readers

• Create Invoice for a Job Card Once Work is Finished and Set Reminder

  How to create invoice for a job card once work is finished and set reminder?Some readers

• Manually Move Order to WIP (Work In Progress) State

  How to manually move order to WIP (Work In Progress) State?Some readers

• Log Customer Complaints While Opening a Job Card

  Where can I log customer complaints while opening a job card?Some readers

• Send Notification to the Customers About the Service Estimate

  How to send notification to the customer about the service estimate :-Some readers

• Set Default Service Duration for a Job Card and Edit it While Opening the Job Card

  How can set default service duration for a job card and edit it while opening the job card?Some readers

• Manually Set Progress of Each Service in a Job Card

  Here is how to manually set progress of each service in a job card :-Few readers

• Add/View Notes For a Specific Repair Order

  Here is how to add/ view notes for a repair order:-Few readers

• View Previous History of a Customer While Opening a Job Card

  Here is how to view previous history of a customer while opening a job card :-Few readers

• Set Order Tag While Opening a Job Card

  Here is how to set an order tag while opening a job card:-Few readers

• See Order Edit History

  Here is how to see order edit history :-Few readers

• Download Technician Copy for a Repair Order

  Here is how to download a technician copy for a repair order :-Few readers

• Set Customer Category Tag While Opening Job Card

  Here is how to set customer category tag while opening a job cardFew readers

• How to void Invoice

  The steps to void an invoice are: Ensure the invoice is in the Payment Due status. Open the invoice and click on the three-dot (⋮) menu at the top. Select Void Invoice. Choose the cancellation reason when prompted. Confirm the action to void the invoice. After voiding, the order will move to Cancelled Orders. To view the order later, go to Cancelled Orders and search using the Repair Order Number. (https://storage.crisp.chat/users/helpdesk/website/-Few readers

• Edit Order

  To edit a repair order: Go to the Repair Order. Click on the 3 dots (⋮) at the top. Select Edit Order. You will see: A small minus (-) button to remove a service. A big green button to add a new service. Make the required changes and save.Few readers

• How to make Tax Inclusive within Price

  So incase the tax is being calculated separately and To make tax inclusive in the price of services or parts, follow these steps: Path: Garage Settings → Preferences & Settings → Tax Preferences • Enable Tax inclusive in rate for Services • Enable Tax inclusive in rate for Parts Override Tax Settings: If Override tax settings is enabled, you can control tax behavior at the repair order level. While adding a service or part in a repair order, you can toggle Tax Included ONFew readers

• Edit or Cancel an Invoice

  To edit or cancel an invoice: Go to the Repair Order. In the Payment Due section, click on Edit Order. Select Edit Invoice if you want to change invoice details. If you want to cancel the invoice: Click on Void Invoice (the option is available in the same column as Edit Invoice). Select the cancellation reason and confirm.Few readers