Job Dates

Use the Job Dates tab to manage dates for multiple repair orders.

Note: Edit dates for a single repair order on the Dates Tab in the open repair order.

Filter and sort the Job Dates tab to find specific information.

How to

  • On the toolbar, click Jobs, then click Job Dates.
  1. On the toolbar, click Jobs, then click Job Dates.
  2. On the Job Dates tab, click the date you want to change, and then click the Down arrow to select a date.
  • If the Change Reason dialog box appears, select a reason for the change, then click Ok.
  1. On the toolbar, click Jobs, then click Job Dates.
  2. On the Job Dates tab, click the appropriate repair order.
  3. In the Dates area at the bottom of the tab, click Display Notes for Selected RO. The notes for that repair order appear in the bottom most section of the tab.

Note: If the Apply button is active, you can click it at any point; you don't need to set all of the filters first.

  1. On the toolbar, click Jobs, then click Job Dates.
  2. On the Job Dates tab, in the Filter on list at the top of the tab, click the filter of your choice. Your selection affects what you do next.
  • If you click All, no additional filters appear and you can go to step 3.
  • If you click Out Date, the Begin and End fields appear to the right of the filter list. Use these fields to choose the range the Out Date falls within. Click the Begin arrow to select a date. Do the same for the End date.
  • If you click Estimator, the having list appears. In the having list, click the estimator (name) of your choice.
  • If you click Insurance, the having list appears. In the having list, click the insurance company of your choice.
  1. In the list to the right of the Apply button, select a status (Open, Closed, or Both).
  2. Click the Forward button to access additional filters; for example, Data Filter.
  3. Click the Begin arrow to select a date for the additional filter; then do the same for the End date.
  4. In the list to the left of the Apply button, select a status (Due In, Due Out, Started, Completed, Delivered, Closed, Sold).
  5. Click Apply to generate a filtered list of repair orders. The number of repair orders listed is displayed in the Total Jobs field in the bottom section of the tab.
  • To include on-hold repair orders, select the Include on Hold check box.
  1. Click the Print Preview button to create a report of Production Review by Dates.

All columns with text (numbers or words) have three sort states: default (by opportunity repair order number), ascending, and descending.

  1. Click the column headings to sequentially move through these sort states.
  2. An arrow appears next to the column name to indicate that a column is ascending or descending.

Reference

Field Description

RO Number

The repair order number.

Last Name

Primary contact person's last name.

First Name

Primary contact person's first name.

Year

Year of the vehicle.

Make

Make of the vehicle.

Model

Model of the vehicle.

Due In Schedule

Date the vehicle is scheduled to arrive at the shop for repair.

Due Out Schedule

Date the vehicle is scheduled to be returned to the customer.

Arrival

The date the vehicle arrives at the shop for repair.

Start

The date work on the vehicle begins.

Completion

The date the vehicle is ready to be delivered to the customer.

Delivery

The date the vehicle is returned to the customer.

Closed

The date the repair order is closed in accounting.

Internal Out

An internal date, such as:

  • A target date, set before the due out date, as a goal to finish the job early.
  • The date the vehicle must be in paint in order to finish the job on time.

Signature

Date the customer signs the work authorization form.

Appointment

Date of the customer's appointment with the estimator to write the estimate.

Schedule

The schedule, if you use Scheduler or Scheduler Pro.

Estimator

The estimator's name.

Insurance

The insurance company handling the claim.

Original Out Date

The originally scheduled due out date.

Loss

The date the vehicle was damaged.

Estimate

Date the estimate is written.

Sold

The date the repair order is created.
Button Description

Apply

Applies the most recent filter settings to the list of repair orders.

Print Preview

Displays a preview of the current Production Review List report. To print the report, click the Print icon .

Refresh

Use this button to refresh the tab to include any repair orders created since you opened the Job Dates tab.

Display Notes for Selected RO

View all notes associated with the selected repair order.
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