Vehicle Location

Vehicle Mega Card

The first time you access the Vehicle Location tab, the Vehicle Mega Card opens for the Active Open Repair Order. You can:

Move a vehicle to a different department
See where the vehicle has been
View a repair time line
Change dates,
Write production status notes
Put a job on hold.

For help completing these tasks, see Manage the Repair Process (general tasks) and Manage Production Dates (date-related tasks).

Department List

The collapsed Department List appears under the following conditions:

The repair order is not active (Selected)
The selected repair order is closed/voided
The Auto Open Mega Card Configuration is disabled from Job Overview page.

When you close the Mega-Card and remove the search criteria, then the Vehicle Location is shown in a collapsed view.

The department headings show:

The number of vehicles (jobs) in the department
The total sales in the department
Total number of hours in the department

Click the arrow next to the department name to see all of the vehicles. Each repair order is represented by a card that appears under the heading of the department the vehicle is in.

The cards are arranged by Due Out date and time. The vehicle with the most recent Due Out date appears closer to the upper-left corner of the department.

Each card displays basic information about the repair order. Clicking a card opens the expanded view (Vehicle Mega card).

Access the Vehicle Location Tab

Do one of the following to access the Vehicle Location tab:

On the toolbar, click the Jobs menu, then click Vehicle Location under Repair Orders.
From the Whiteboard, click the Repair Orders tab, then click the Vehicle Location tab.

Customize the Vehicle Location Tab

To Achieve This	Do This
Collapse or expand a department	Use the arrows next to the department name to expand or collapse the jobs in that department.
Collapse or expand all of the departments	Click + Expand or - Collapse in the upper right corner of the tab.
Change the size of the cards	Decrease card size by clicking the button in the top right corner of the window, or increase card size by clicking the in the same area. Continue this until the cards reach the desired size.
Restore the cards to their original size	Click to return the cards to normal size.

Note: The changes you make are saved and are still in effect the next time you access the Vehicle Location tab.

Set Vehicle Mega Card Preferences

Each employee in your shop can set their preferences to show either the Mega Card or the Department List by default. This setting can be different for each employee in the shop. For example, the Production Manager may prefer to see the Vehicle Location in a collapsed view with the Search bar immediately available. A Customer Service Representative may prefer the Mega-Card to open for the Active job (see Job Overview for more information).

Go to the Job Overview tab.
Select or clear the Auto Open Mega Card check box to show the Mega Card or the Department list.

Find a Repair Order

On the toolbar, click the Jobs menu, then click Vehicle Location under Repair Orders.
On the Vehicle Location tab, in the Find box, type one of the following:

The repair order number
The primary contact's last name

Click the Find icon (or press Enter). The search results appear.
If more than one card matches your search, then select (click) the correct card.
To return to all repair orders, click the Back arrow .

Vehicle Location Tab Buttons

Button	Description
	Refresh Use this button to refresh the information you have specified.
	Find Use this button to find a job card on the Vehicle Location tab.
	Decrease Card Size Use this button to make the job cards smaller. Note: If the cards appear too small, click Normal Card Size.
	Normal Card Size Use this button to restore the cards to their original size.
	Increase Card Size Use this button to make the job cards bigger.
- Collapse	Collapse All Use this button to collapse all departments (hide all cards).
+ Expand	Expand All Use this button to expand all departments (show all cards).
	Collapse Click this arrow button to collapse (hide) all cards in that department.
	Expand Click this arrow button to expand (show) all cards in that department.

Vehicle Location Tab Card Components – Standard View

Component	Definition
Due Out	Date and time the vehicle is scheduled to be returned to the customer.
	The Job On Hold symbol displays next to the Due Out field if the repair order is on hold.
Estimator	Person who wrote the estimate.
Hat #	Identifier for the vehicle (often a magnetic, cone-shaped "hat" placed on the vehicle's roof).
Insurance	Insurance company handling the claim.
Primary Contact	Primary contact (customer, owner, or insured).
Repair Order Number	Repair order number.
Vehicle Image	Photo resembling the vehicle type.
Vehicle Information	Year, make, and model of the vehicle.

Vehicle Location Tab Card Components – Expanded View

Component	Definition
Notes (Production Status Notes)	Notes about the production status (up to 150 characters). Production status notes appear on the following reports: Production Status Across All Jobs (#86) and Target Delivery - Classic (#177).
On Hold (On Hold Reason)	Check box indicates whether the repair order is on hold; the hold reason is given in the box below that. Note: Including a reason is optional.
Repair Timeline	A graphic representing the time span between the Due In and Due Out dates, with other key dates plotted in between. The graphic changes dynamically as you set, clear, and modify dates.
Due In	The date and time the vehicle is scheduled to arrive at the shop for repair.
Arrival	The date the vehicle arrives at the shop for repair.
Start	The date work on the vehicle begins.
Completed	The date the vehicle is ready to be delivered to the customer.
Delivered	The date the vehicle is returned to the customer.
Due Out	Date and time the vehicle is scheduled to be returned to the customer.
Elapsed Days	The number of days elapsed since the Arrival date.
Days Remaining	The number of days remaining until the Due Out date. A negative number indicates the number of days elapsed since the Due Out date.
Departments	Shows each department in your shop in the order a vehicle typically moves through them. The vehicle's location history is indicated by the color of each department; details are also given about when a vehicle started or finished in that department. Each department also displays the total number of jobs currently in that area (in parentheses to the right of the department name).
View Work Order	Opens a printable copy of the work order.
Cancel	Cancels any changes and closes the expanded card view.
Save	Saves your changes but leaves the expanded card view open for you to make additional changes. Note: Until a change is made, this button appears grayed out and is unavailable.
Save and Close	Saves your changes and closes the expanded card view. Note: Until a change is made, this button appears grayed out and is unavailable.

Vehicle Location Tab Color Codes

Department Color	Meaning
Blue	The department you've selected to move the vehicle to.
Dark gray	A department the vehicle was never in.
Light gray	A department the vehicle was in, but is no longer in.
Yellow	The department the vehicle is currently in.