Skip to main content

Customer Service Job Documents Reference

A reference guide to the documents available for Customer Service Jobs in Blackpurl, including worksheets, review documents, and the Customer Service Order.

Customer Service Job documents in Blackpurl provide dealerships with consistent, detailed paperwork for service work. This reference covers the Service Job Worksheet, Service Job Review document, and the Customer Service Order — including what each document shows, how pricing is handled by job type, and how to configure barcodes or QR codes.

Service Job Worksheet

The Service Job Worksheet is formatted to match the Customer Invoice for consistency across Blackpurl documents. It is designed as a working document for technicians, with blank fields included even when not pre-populated.

Barcode and QR Code Options

The Service Job Worksheet includes a barcode of the Customer Order (CO) number at the top of the document. If your dealership uses a barcode scanner, this makes it easy to locate the Customer Order in Blackpurl.

Shows the top portion of a Service Job Worksheet document. At the top left is a company logo marked 'B COMPANY NAME'. In


You can also switch to a QR code on service documents instead of a barcode.

To enable QR codes, open the Overview - System Settings > Settings & Controls (no longer available) article and navigate to the Shop Settings section. Enable the setting called Use QR codes instead of Barcodes on service documents.

Shows a settings panel titled 'SHOP SETTINGS' with various configuration options. There are numbered annotations (23, 24


Job and Unit Details

The Service Job Worksheet includes expanded details for each job and the associated unit. The following information is included for each job:

  • Job name and job type

  • Date the job was opened

  • Information about any related appointment

  • Invoice date and number, if the job has already been invoiced

  • Technicians the job has been assigned to

Additional unit details are also included when populated, such as:

  • Plate number

  • Engine and other serial numbers

  • Any additional unit data fields that have been filled in

Shows a service job details section with job information including '1500KM SERVICE' as the job title, opened date of 16/


Concern / Cause / Correction Section

The Concern / Cause / Correction section on the Service Job Worksheet uses the same styling as the Customer Invoice. On the worksheet, a box appears for each of the Concern, Cause, and Correction fields even when no information has been pre-entered — giving the technician space to write notes while working on the job.

Line Items

Line items on the Service Job Worksheet mirror the styling of the Customer Invoice, including system setting options for hiding part numbers, hiding hours and rates on labour, and showing MSRP and discount on parts.

Pricing visibility depends on job type. Dollar values are intentionally hidden on third-party and internal type jobs so that customers do not see discounted prices. Prices appear only on the Service Job Review document, and only for customer-payable amounts — not on third-party jobs.

A customer-payable job on the Service Job Worksheet shows the item, description, quantity, price, and total for each line item.

Shows a line items table with columns for Item, Description, Qty, Price, and Total. Contains entries for 'ENV' (Environm


A third-party job on the Service Job Review document lists the work performed but omits pricing — only the customer-payable excess amount is shown.

Shows another line items table with similar structure but includes some pricing. Shows 'ENV' (Environmental Fee) and 'Cl


Notes to Customer and Document Totals

The Notes to Customer section uses the same styling as the Customer Invoice. On the Service Job Worksheet, this section is included even when no notes have been entered, giving the technician a place to write information while working on the job.

Document totals appear only on the Service Job Review document — not on the Service Job Worksheet. The totals section provides more detailed information than previous versions and includes only amounts that are payable by the customer.

Customer Service Order

The Customer Service Order is a document you can provide to customers that shows all service work performed — including work the customer is not paying for, such as third-party or internal jobs. This is useful when you want the customer to have a complete record of everything done on their unit, not just the jobs they owe payment for.

When printing or emailing an invoice that contains at least one customer-payable service job, Blackpurl gives you the option to print a Customer Service Order. The print dialog presents this as a selectable document alongside other print options.

Shows a print dialog box titled 'WHAT WOULD YOU LIKE TO PRINT?' with several checkbox options: 'Invoice' (checked), 'Cus
Did this answer your question?