Each service job on a customer order has values in the left sidebar which allow you to record: When the unit is expected to arrive, when you've promised the work to be done by, the mileage in/out and indicate that the unit has arrived at your store.
Where the Check-In Fields Live
The check-in fields are in the Details grouping in the left sidebar. Open any Service Job tab on the Customer Order to see this sidebar. The Details grouping is expanded by default -- click its header to collapse or re-expand it at any time.
Field | What to enter |
Due In | The date and time the unit is expected to arrive at the dealership. |
Date Promised | The date and time the unit is promised back to the customer. |
Unit Arrived | Flag this once the unit has physically arrived at the dealership. |
Location | Where the unit is stored at the dealership. This field appears only after Unit Arrived is checked. |
Note: Due In, Date Promised, Unit Arrived, and Location only appear when a unit is assigned to the service job and the order is not a Quote.
The header of the service job will also indicate if the unit has arrived or not.
