The Job Overview Tab

Use the Job Overview tab to view a snapshot of selected Repair Orders. The tab provides an overview of all current details for the job, divided into sections. Each section includes links that show additional job details.

This tab includes six sections:

  • Admin & Vehicle shows Repair Order basic customer, vehicle, and insurance information.
  • Repair Lines shows the Estimate, Non-Estimate totals, and the Estimator.
  • Production shows information about Parts, Sublet, Services, Job Date, Labor, Schedule, Vehicle Location and Mega Card Configuration.

  • Job Cost compares the Target cost and profit to the Actual To Date figures.

  • Amount Due shows an immediate update on amounts owed and payments made.

  • Notes shows notes associated with open jobs.

Note: If you are not licensed for a section, the message "Module is not licensed" appears.

How to

Do one of the following:

  • From the Whiteboard or the Web Status tab, double-click a Repair Order.
  • From an open Repair Order, click the Overview tab.

Note: If the your Security Group is set to open a different tab by default, select the Overview tab from an opened repair order.

Reference

The Admin & Vehicle section shows Repair Order basic customer, vehicle, and insurance information found on the Contacts & Vehicle tab.

Click the column headers to view details.

Field Description
Customer Customer name and address. Click Customer to view Contacts and Vehicle information.
Vehicle Vehicle information and VIN. Click Vehicle to view Contacts & Vehicle.
Insurance Insurance Company name and address. Click Insurance to view detailed Insuranceinformation.
Claim Claim number and deductible information.
CSI Request Date the Customer Satisfaction Index (CSI) survey was sent.
Agent Insurance agent.
Claim Contact Main contact for the insurance claim.

The Repair Lines section shows the Estimate, Non-Estimate totals, and the Estimator.

For estimating details, click the headers Lines or Estimates.

Field Description
Estimate The amount that was converted to a Repair Order. It matches the total in the estimating system, as long as all additions to the estimate have been accepted as Supplements.
Non-Estimate The total from the lines that were manually added to the Repair Order. These lines are usually Customer Pay lines. This total includes tax on the non-estimate lines.
Total The sum of both the Estimate lines and the Non-Estimate lines. This amount represents the total sale attributable to the RO at the time the Overview Page is accessed.
Estimator The Current Estimator named on the Admin & Vehicle > Estimator tab. Click Estimator to that the Estimator tab.
Estimate Source

Shows which estimating system the original estimate was created:

  • Mitchell: Ultramate
  • A: Audatex
  • C: CCC
  • Unknown: Repair Orders that do not have an associated estimate.
Possible Supplement Exists

Shows when RepairCenter detects an EMS file with the following conditions:

  • Matches the EMS file name.
  • Matches the customer first and last name for the job.
  • Includes a modified that that is after the date of the most recently imported estimate.

See Supplements to learn how to import the Supplement from the Whiteboard.

The Production section shows information about Parts, Sublet, Services, Job Date, Labor, Schedule, Vehicle Location and Mega Card Configuration. See Parts for more information.

Parts (# of parts on the RO)

Field Description
Parts The total number of parts is shown in parentheses.
Ordered Total number of parts ordered shown as a count and a percentage. Shown in if less than 100%.
Received Total number of parts received shown as a count and a percentage.
Back Ordered Total number of parts on back order as a count and percentage. Shown in red if any parts are back ordered.
Invoiced  
These symbols display if applicable.

Assignment

If you are licensed for RepairCenter Estimating, the Assignment feature will be available to you.

With the integrated functionality of embedded estimating, this area contains the status of assignments. The current status of the assignments will show one of the following:

  • None
  • Active
  • Rejected by Shop
  • Cancelled by Insurance
  • Accepted
  • Received
  • Submitted
  • Submit Rejected
  • Submit Approved
  • Submit Recommend TL (Total Loss)
  • Closed

Sublet

Displays the number of sublets in parentheses. See Sublet for more information.

Field Description
No Sublet Exists The RO has no sublet lines.
Status

One of the following shows if applicable:

  • Ordered
  • Scheduled
  • In Process
  • Completed
  • Invoiced
  • Inventory
PPC Sublet Shows this symbol.

Services

  • If an RO has no service lines, the "No Services Exists" message appears.
  • If there are services, the number of services is indicated in parentheses after the Services label.
  • When all services have been posted, the "All Services Posted" message appears.

See Services for more information.

Dates

The Dates section displays all the dates related to the Repair Order, from Date of Loss all the way to the Closing of the RO.

  • If it is past the Due In date and the vehicle has not yet arrived, the Due In date will be highlighted in yellow.
  • The Arrived/No Start Date message is displayed when the Arrival Date is populated but the Start Date is not.
  • If the Due Out date is past and there is no Delivery date, the Due Out date appears in red.

See Job Dates for more information.

Labor

The Labor section displays a summary of the Labor hours for the Repair Order. Only the Labor Types associated with the RO are displayed in the Labor Type column. See Labor for more information.

Field Description
Labor Hrs The total number of hours spent on the RO.
Assigned The total number of hours that have been assigned to technicians. If the Assigned hours for a department are less than the estimated hours, the Assigned hours are shown in red and the Not All Labor Assigned message is shown.
Flagged The total number of hours that have been flagged for payment.
Actual The number of hours that have been tracked for each labor type.
Technicians The assigned Technician(s) for each Labor Type listed.

Schedule

Click Schedule to navigate to the Vehicle Schedule page. See Vehicle Schedule for more information.

Vehicle Location

Current Vehicle department is displayed in this section. Click Vehicle Location to navigate Vehicle location page. See Vehicle Schedule for more information.

Mega Card Configuration – Use the check box to enable or disable the Auto Open Mega Card in the Vehicle Location Tab for Active Open Repair Orders.

This option is checked by default for all users of the shop. If an employee wants to always access vehicle location via list of vehicles by department, clear the Auto Open Mega Card check box. This Configuration is employee specific and applies to all Repair order of that Shop.

The Job Cost section compares the Target cost and profit to the Actual To Date figures. See Job Cost for more information.

Field Description
Target (Cost) Calculates the Repair Order's total sale for each Profit Center, multiplied by the goals for each Profit Center, as defined on the Settings > Analytics > Job Cost tab.
Target (Profit) Calculates the Repair Order's total sale for each Profit Center, multiplied by the goals for each Profit Center, as defined on the Settings > Analytics > Job Cost tab.
Actual to Date (Cost) Calculates the cost of part, sublet, and service invoices posted, plus the number of hours flagged, multiplied by the pay rate for each of the technicians involved.
Actual to Date (Profit) Equal to the total sale amount, minus the Actual Cost. This value is shown as "Job Not Closed" until the Repair Order has a status of "Closed."

The Amount Due section shows an immediate update on amounts owed and payments made, as well as who made the payments. See Payments for more information.

Field Description
Totals

The total dollar amount of Parts, Labor, Misc., Discount/Markup, and Tax. These amounts reflect the totals on the Repair Lines tab.

Click Totals to open the Payments > Current Estimate Totals tab.

Responsibility

Shows who is responsible to pay the shown amount, and the total amount due.

Click Responsibility to open Amount Due > Responsibility tab.

Payments

Lists all payments received for the job, and who made the payment (customer or insurance company). If one of the payments was received but the total amount due was not paid, the Balance Due message shows.

Click Payments to open Payments > Log Payments tab.

This section shows notes associated with open jobs. See Notes for information on how to create and enter notes on an RO.

Note Indicator Description
Critical Note Critical notes used to inform other shop members of important details.
On Hold Job is on hold.
Status Status notes from the Whiteboard Status column and the Vehicle Location status column.

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