Whiteboard

Use the Whiteboard tab to view and manage your shop's repair orders. This tab lists all open repair orders with due in dates that are between 60 days ago and 60 days from now. Use filters to see other repair orders.

Note: If you're using RepairCenter QuickStart, your shop's repair orders are listed on the Web Status tab.

Perform the following repair order-related tasks on the Whiteboard tab:

Access a repair order.
Find a repair order.
Access Job Information to put a repair order on hold, add production status notes, modify repair order information, and view administrative information.
Save and print repair order information for use outside of RepairCenter.
Manage a repair order's web status.
Import a supplement.
Find parts.
Manage a Parts Price Change (PPC).

How to

Reference

Columns

Column	Description
Hub	If your shop is licensed for Hub, this column displays an icon () you can click to view Hub activity for the repair order.
	Pending Tasks. A Task icon indicates that a task is pending for the job. To see which tasks are pending, click the icon to go to the Tasks tab.
R	Assignment Status. Displays a symbol representing the status of the assignment, if applicable. Note: To find out what a symbol means, click Legend.
RO	The repair order number.
Last, First	The primary contact person's name.
Year, Make, Model	The basic vehicle information.
Total	The estimate total.
Due In	The date and time the vehicle is scheduled to arrive at the shop for repair.
Due Out	Date and time the vehicle is scheduled to be returned to the customer.
Insurance	The insurance company handling the claim.
Claim	The claim number.
Schedule	If Scheduler is set up, this column displays the schedule for the repair order if it's anything other than normal (such as First Shift).
E	Estimate Revision. The presence of an Estimate Revision symbol indicates there's a supplement for the job.
Status	This column can include various symbols indicating job status. Note: To find out what a symbol means, click Legend.
Notices	This column can include various symbols indicating notices for the job. Note: To find out what a symbol means, click Legend.
T	Towing. A Towing Exists symbol indicates a towing charge for the job. A Towing Completed symbol indicates the towing charges have posted to accounting.
Parts	Parts Ordered. A Yes in this column means that all parts have been ordered, and a No means that they haven't.
P%	Parts Received (%). The percentage of parts that have been received.
PS	Parts Status. This column can include various symbols indicating the status of parts ordered and received.
Labor	Labor Assigned. A Yes in this column means that all labor lines have been assigned. For Yes to display, even a labor line without any associated labor time must be assigned. A No means that not all lines have been assigned.
L%	Labor Flagged (%). The percentage of labor posted (flagged) for this job.
Estimator	The estimator's name.
VIN	The Vehicle Identification Number (VIN).
License	The vehicle license plate number.
Lead Tech	The first technician assigned to the job.
Job Type	The job type (such as Standard or Warranty).
CSR	The name of the customer service representative (CSR).
Hat	Identifier for the vehicle (often a magnetic, cone-shaped "hat" placed on the vehicle's roof).
Location	The department the vehicle is currently in.
Prod Status	Production Status Notes. Notes about the production status.
Opp #	The opportunity number.

Buttons

Name	Use
	Use this button to refresh the tab.
Web Status Preview	Switch between the Web Status pane and the Preview pane (the selected button appears yellow). Click the arrow to show or hide the selected pane.
Accept Supplement	Accept a supplement. If a supplement isn't available for the selected job, this button is disabled.
Apply	Applies the most recent filter settings
Legend	Display a list of the symbols and icons that can appear on the Whiteboard tab and what they represent.
Job Information	Opens the Job Information dialog box, where you can put a repair order on hold, add production status notes, modify repair order information, and view administrative information.
Open	Click Open to go to the Overview tab for the selected job, or click the arrow to choose a tab.
Parts Search	Opens the Search for a Part dialog box, which you can use to find parts.
PPC	Click PPC to print Price Parts Changes (PPCs), or click the arrow to choose between sending PPCs your estimating program and printing them. To learn more about PPCs, see Parts price changes (PPCs).
Print	Click Print to print the cover sheet for the selected job, or click the Print arrow to choose a different report.
Print Job Listing	Print the information listed on the Whiteboard tab.
Reset	Return the filters to their default settings.
Search	Find a repair order.
Send	Send the insurance company an estimate, supplement, and attachments for the selected job.
Show Notes	View notes for the selected repair order.

Right-click options

Right-click a repair order on the list to access additional options and shortcuts.

Option	Use
Open To	Point to Open To, and then click a tab. The repair order opens to selected tab.
Print Seiko/Dymo Labels	Point to Print Seiko/Dymo Labels, and then choose a type of label to print.
Reject Assignment	Reject an assignment.
Mail Merge/CSI Facility	Export Customer Satisfaction Index (CSI) data as text file.
Save all as CSV	Save the repair order information listed on the Whiteboard tab in a .csv file.
Job Data Refresh	Refresh job costs.
Reset Column Settings	Click to return the column width and order of appearance to the default settings.
About	Click to see your customer account number.