Repair Orders and Recommendations

Deleting Estimates and Work Orders
There are 3 scenarios in which you are able to delete jobs. These jobs must take the form of:  An open estimate An open work order A closed work order t...
Tue, 26 Sep, 2023 at 2:08 PM
How to Print or Save Any RO
There are times where you may have to print off the RO itself or save a PDF version to your device. This article will show you how to perform both steps wit...
Mon, 29 Jan, 2024 at 2:10 PM
Using the Workflow Tab
The Workflow tab of the Jobs In The Shop page provides an illustration of where each job is at in the workflow process. Technicians will appear across the c...
Mon, 4 Dec, 2023 at 9:26 AM
Recommendations: Urgency, Sorting, and Viewing Totals
Overview The purpose of this article is to provide a comprehensive review of recommendations after they have been published to the Repair Order (RO). Once a...
Mon, 10 Jun, 2024 at 10:59 AM
What is the Parts Summary Modal?
When ordering parts within an RO, (as long you have a part added to a service), you will see a dark blue 'Parts' button appear across the bottom of ...
Mon, 7 Oct, 2024 at 11:09 AM
Capturing Recommendation Approvals
Overview Shop Manager by Identifix has a feature that allows you to capture and track user information when approving recommendations, whether in person, b...
Wed, 31 Jul, 2024 at 3:12 PM
Sharing and Approving with Multiple Contacts
Overview With the addition of multiple contacts to an Individual Customer profile, you can now share the RO with more than one contact, allowing someone ot...
Thu, 21 Nov, 2024 at 11:30 AM