Selecting Service and Parts Manager from the MAIN MENU and then selecting Open Service and Parts Manager (or clicking the Service/Parts Manager button in the MAIN WINDOW ) opens the work orders window which allows you to create new work orders.

1. Click the New Order button and the NEW WORK ORDER screen will be displayed.

2. Select External Client in the Work Order Type box

3. In the search customer box search for an existing customer by last name or home phone. For a new customer click the new customer button. Fill in the appropriate information for the customer. If the customer and vehicle details are found it will be displayed in the customer info and vehicle info boxes. If more than one vehicle is listed for a customer select one to create the work order. To enter a new vehicle for the selected customer click the new vehicle button.

4. After the customer and vehicle is selected click the Create Order Button and the Create Work Order screen will be displayed.

5. Work order number and date are displayed on the top of the screen.

6. The customer info tab shows the customer address and contact information. You can add/change any of the fields. Enter any customer specific notes in the customer notes box

7. The vehicle info tab shows the vehicle details. You can add the missing ones and change the existing texts. Enter any vehicle specific notes in the vehicle notes box

8. The work order info tab shows the work order details. Fill in the appropriate information for the work order. You will need to type in or select the work order information such as work order status, promised date and time etc. here. The hourly labour rate will also be displayed. If you do not want to mark up labour then check the ‘do not mark up labour’ check box.

Note: To set or change labour rate, parts mark up, labour mark up etc. select Tools->Preferences->Options from the MAIN MENU.

9. Add parts items to the work order. Click the add button in the ‘work order parts’ box. Fill in the appropriate information for the parts. You need to enter the cost of the item and the list price will be calculated by adding the mark up. If you do not want to mark up any item check the ‘do not mark up’ check box.

10. Add service/labour items to the work order. Click the add button in the ‘work order labour’ box. Fill in the appropriate information for the labour.

11. Add miscellaneous charges, if any, to the work order ( such as environmental fee). Click the add button in the Misc. Charges box. Fill in the appropriate information.

12. As you add each item to the work order the’ work order totals’ box will display the total cost with labour, parts and taxes separated. Click the Recalculate button to recalculate totals.

13. Once all the information is entered and all items are added to the work order, click the Save button to save and exit the work order or click the Print button to print the work order.