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Understanding Service Op Codes

How adding Service Op Codes benefit the efficiency of the entire Service Department.

Introduction

Operation codes enable the classification of specific service tasks along with their corresponding pricing. This structured approach not only enhances the service delivery process but also ensures smooth and accurate billing for your customers. Op Codes assist Advisors in seamlessly incorporating services into repair orders and optimizing customer transactions, while also empowering Technicians to manage their responsibilities effectively.

 

 

Navigate to:  Service > Maintenance > Op Codes

You will see a grid with all of your Operation Codes listed

Adding an Op Code

  1. Select the [New] button Screenshot 2025-02-28 152126 on the top left corner
  2. Add the Op Code you wish for that particular operation (use letters, numbers, or a combo of both)
  3. Select [Create]
    Screenshot 2025-02-13 085953
  4. Once [Create] is selected it takes you to a new screen that allows you to customize your operation.

Op Code Customization

  1. Add your Op Code description, you can also select a particular skill level that is required to perform that Op.
  2. Add concern, cause, and correction to better guide your technician for the repair

    Screenshot 2025-02-13 090421
  3. You can make this a Popular Op Code by selecting the drop-down on the top right corner
    Screenshot 2025-02-13 090148

    Tip: Using Popular Op Codes you can add your shop's most frequent services like oil changes and tire rotations by using Quick Add. Learn more about Popular Op Codes by clicking HERE

Add Descriptions for Certain Makes and Models

Scrolling down shows the ability to add low year and high year for that make and model along with descriptions. Select  Screenshot 2025-02-13 091811

Screenshot 2025-02-13 091511

Adding Fees

  1. Add fees for the operation by selecting Screenshot 2025-02-13 091828 
  2. An Op Code Fee screen populates. Select [Add] to add your fee.
  3. Select [Ok] when done

    Screenshot 2025-02-13 092028

 

Adding Parts

  1. Add parts to your operation by selecting Screenshot 2025-02-13 091821
  2. An Op Code Parts Screen populates. Select [Add] to add your part number, along with the quantity.
  3. Select [Ok] when finished.

 Screenshot 2025-02-13 092040

Tip:
Categorize your specific service operations with rate codes and fixed pricing. This organization simplifies providing services and facilitates efficient billing for your customers.

 

Labor Hours, Rate Codes, and Fixed Pricing

Customize your operation further by adding the labor hours required for that operation, rate information, and fixed pricing.

Screenshot 2025-02-13 092716

 

Op Codes help Advisors efficiently add services to repair orders, reducing admin time and errors while ensuring clear invoices. This lets Advisors focus on customer satisfaction and transparent billing. Op Codes also provide Technicians with tools to manage tasks effectively, with clear descriptions and fees, enabling them to prioritize and deliver quality service. By linking Advisors and Technicians, Op Codes enhance workflow and customer experience.