Creating a New Jobsheet From Various Places in Garage Hive
A Jobsheet can be created from various places in Garage Hive:
- From a VIE
- From an Estimate
- From the schedule
- Online booking
Let’s look at how to make a Jobsheet from the places listed above:
Creating Jobsheet from Vehicle Inspection Estimate (VIE)
When creating a VIE for a customer, the Customer Authorised lines can be used to generate a Jobsheet. This makes it simpler to convert an estimate directly into a Jobsheet. To make a Jobsheet from a VIE:
Select Process and then Copy Authorized Lines to Jobsheet from the actions bar. You have the option of creating a new Jobsheet or selecting an existing one.
Creating a Jobsheet from an Estimate
When a customer requests a quotation prior to bringing the vehicle on site, the quotation you create can be converted to a jobsheet once the customer approves and brings the vehicle on site.
From the estimate, click Process, and then select Copy Authorised Lines to Jobsheet or Make Jobsheet to generate a jobsheet.
Creating a Jobsheet from the Schedule
When making a booking directly to the schedule, you can also create a jobsheet from there:
Open the Schedule and choose the Start Date for the booking.
Click and drag along the bay or technician to make a booking, then select an allocation and click OK to create a Jobsheet. Enter the vehicle and customer details. You can also choose an existing jobsheet.
Creating a Jobsheet from Online Booking
When customers book online, the bookings are directly reflected in the system from the role centre, where a Jobsheet can be created.