Working a service card

In the Services tab of an order, each service is a card laid out the way Shopmonkey lays it out. If you have used that, every control is where you left it; the words are the same, and most of them are icons now with their words as tooltips.

The top line

The service's name, its total, and its authorization — Not Authorized until the customer says yes, then Authorized. The tick and the cross beside it are Approve and Decline, one press each. Then, left to right:

Struck-through eye

Hide from customer — keeps the service on your order and off the customer's copy.

Box

Lump sum — the customer's copy shows the service as one price.

Boxed R

Recommend — offered as an option rather than part of the ask.

Eye

Customer view — what the customer's copy will say about this service, without leaving the order.

Ribbon

Marks every labor and part line on this service complete in one press; once they all are, the same press reopens them.

The … at the end holds Save as canned service (for whoever can manage the menu), Rearrange services, Collapse all services and, under a line, Remove — which moves the service to the trash, where it can be put back with its lines and fees for 30 days. Hide line item pricing and Duplicate this service are in the same menu, under the reference's four.

Rearrange services folds every card and puts a grip and an up and a down arrow beside each one: drag a service, or press its arrows, and press Done. The order you leave them in is the order the customer's estimate and invoice print them in.

Under the name

Add note and Assign category are the two links under the name, as in Shopmonkey; the category link shows the category once there is one, with its VMRS system. Two small icons follow: cause and correction (what you found, what you did — both printed for the customer), and an image for the service.

The labor and part tables

Labor reads Labor, Technician, Tags, Hours, Rate/hr, Discount and Subtotal, with a Cost/hr column for whoever may see what an hour costs. Part reads Part, Part #, Bin, Vendor, Tags, Qty, Cost, Price, Discount and Subtotal.

Click a cell, type, it saves

Every figure and word on a line is edited where you read it. Click the cell, type, and leave it — Tab to the next cell, or press Enter to save and drop to the same cell on the next line. A tick shows for a moment beside the cell; if the change cannot be made, one line under the cell says why. Escape puts the cell back the way it was.

• The name: click it and it opens as a box in its place. The technician is a pick in its cell (Assign Tech when nobody is on the line); a pick saves straight away.
• Cost and Cost/hr take a figure like any other cell, for whoever may see costs; leave one blank and it stays blank rather than becoming zero. The margin under it updates once it saves. A part taken off your shelf shows the shelf's cost, and says so when you hover — typing here changes this line only, never the shelf.
• On a part, the Part # is typed in its cell, and where it stands is the first chip in Tags — pick Quoted, Ordered, Received or Installed. While a purchase order carries the part the chip reads the order's word instead — PO Drafted while it is a draft, then Ordered and Received as it goes — and receiving moves it. Bin and Vendor are readings: the shelf item's bin, and the purchase order's supplier or the shelf item's.
• Tags carries Mark complete for every line. Once a line is done the chip reads Complete; its tooltip says who finished it and when, and pressing it again undoes it. The + beside it opens the line's own tags, comma separated.
• Discount shows what came off the line as a percentage, 0% when nothing did. Pressing it opens Ask for line discount: an amount and a reason.
• The × at the end of a row takes the line off. A labor line goes in one press. A part asks first, because it may be on a purchase order or off your shelf.

The … on a line holds only what you do to it, one press each: Duplicate line (a copy straight under it), Move to another service on this order (and up or down within this one), Hide price on the customer copy (the line folds into the service price; the same entry shows it again), Mark line complete or Reopen line, and Remove line.

On a phone — or wherever the card is narrow — each line becomes a small card: the name across the top, then every cell with its label over it, and one Save labor line or Save part line tick at the end. Nothing scrolls sideways. The same tick is how a line saves on a device that has lost our scripts: change the cells, press it (or Enter), and the whole line is saved at once.

The foot

One line closes the card: Add Labor, Parts, Tires, Sub. or Fee on the left; then three readings — the service's line discounts as a percentage, its shop supplies and its EPA (each a fee you add under Fee, printed by name on the customer's copy); then how many of its lines are complete, and the service total.