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Printing within the Repair Order

Print Work Order, Invoice, Internal RO, Warranty, Financial, RO History, Oil Change Label, & Printer Setup.

Introduction

Comprehensive guidelines for printing in the Repair Order System - this includes instructions for printing essential documents like the Work Order, Customer Invoice, Internal RO, Warranty, Financial, RO History, Oil Change Label, and Printer Configuration, allowing you to easily customize print options.

Best Practices:

  • Configuring dedicated printers for oil change labels, invoices, and work orders can save time and improve organization.
  • Keep in mind that these settings are specific to each user, so if you switch to another person's computer, the print setup might differ.

  • Consult with your Service Manager about automating oil change label information in Service Configurations to save time.

 

Navigate to:  Service > Advisor > Repair Orders

Inside the Primary Grid:

  1. Filter/Sort the primary grid to locate the Repair Order. 
  2. Open the Repair Order by clicking on the corresponding line.
Tip:

Uncertain about where to filter or sort to find what you need? CLICK HERE to access Working with Grids for a comprehensive guide on the different filter and sort options. Rest assured, this will open in a new window, so you won't lose your place!

Within the Repair Order screen:

  1. Hover over the Print icon in the Action Ribbon 
    Screenshot 2025-02-26 111143
  2. Select a print option from the drop-down.

Print Options Available

Work Order - The request for maintenance, repairs, and operational tasks.

Invoice - Customer receipt after payment is taken.

Internal - Dealership copy of the RO. 

Warranty - Detail of warranty repair information.

Financial - Itemized financial breakdown of RO.

History - Summary - Summarized history of all vehicle repairs within the service department.

History - Detail - Detailed history of all vehicle repairs within the service department including causes and corrections.

Oil Change Label - User editable label provided to customer to determine when next service is due.

Tip:
 If you prefer not to manually edit each label, refer to the Service Configurations article for guidance on setting default oil change parameters.

Printer Setup - Add specific printers for labels, work orders, RO's etc. Click each blue hyperlink to add a printer or attachment.

Screenshot 2025-01-15 095908

This feature empowers users to effortlessly tailor and personalize their print options. By providing a flexible and user-friendly interface, it ensures that each user can adjust settings to suit their individual workflow, thereby enhancing efficiency and productivity.

Whether it's selecting specific printers for different types of documents or configuring default settings for frequently used print tasks, this customization capability significantly streamlines the printing process and reduces the likelihood of errors.

Related Articles

Service Configuration

Service Dispatch Configuration

Creating a New Repair Order

Updating Mileage Out on a Repair Order

Taking Multiple Payments within the Repair Order

Printing a Customer Invoice