Shop Setup – The General Tab

Use the General tab's five sections to enter system settings that apply across all jobs.

ClosedTask Types

Use the Task Types section to define the tasks that can be assigned to employees. ExamplesClosed Call the Adjustor, Order Parts, Update Insurance

ClosedJob Types

Use the Job Types section to define the available job types for your shop. ExamplesClosed Standard, Warranty, Glass Only

ClosedNote Types

Use the Note Types section to define the types of notes that can be created. ExamplesClosed Part Note, Production Note, Status Note for Customer

ClosedEstimate Conversion Settings

Use the Estimate Conversion Settings section to activate the settings that determine how RepairCenter converts opportunities into repair orders.

ClosedNext Repair Order Number

Use the Next Repair Order Number section to configure your shop's repair order numbering system.

How to

  1. On the toolbar, click the More menu list at the top right; then select Configuration.
  2. Click the General tab.
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