Add jobs to the order

This document describes how to configure and add new service jobs to the order. The screen is divided into two main areas: Job Configuration, and the section for adding CampaignsPackages and Offers or Free Job

1. Job Configuration

This section allows you to define the general characteristics and context of the job to be performed.

• Service type: Select the main service type.
• Job origin: Indicates how the job request originated.
• Job type: Specifies the nature of the work to be performed.
• Customer notes: A free text field to add any comments, requests, or information provided directly by the customer.
• Internal observations: Use this field to record technical notes or comments that are relevant to the internal team but are not visible to the customer.

2. Add a Free Job

Once the general data is configured, you can add specific tasks. This guide focuses on the Free Job tab, which is used for tasks that are not part of a predefined campaign.

Steps to add a Free Job

Follow these steps to register a new task:

1. Select the tab: Make sure the FREE WORK tab is selected.
2. Description: Enter a clear and concise summary of the work to be performed in the Description field. For example: "Front brake system inspection".
3. Estimated time: In the Time units field, enter the estimated time in Minutes that the task will take to complete.
4. Additional options:
5. • Requires budget: Check this box if the task requires customer budget approval before being performed.
   • Repetitive work: Check this box if this is a recurring task.
5. Add work: Click the + Add button to add the task to the service order.

Once added, the work will appear in the work summary. You can repeat this process to add multiple "Free Work" tasks.

3. Add a Campaign

Use this tab to add work that is part of a service campaign or an official manufacturer recall. The system will automatically display applicable campaigns.

The list of available campaigns is displayed in a table with the following information:

• Description: Full details of the campaign.
• Code: Unique campaign identifier (e.g.: TKTV69EJExpiration date: Deadline for performing the campaign.
• Time: Estimated time for completing the work (if defined).
• Actions: Displays a button to add the campaign to the order

How to add a campaign to the service order?

1. Locate the campaign you want to add in the list.
2. Click the button + Add located in that campaign's row.
3. The campaign will be added to the current order's job summary.

4. Add Packages and Offers

This tab allows you to search for and add predefined maintenance packages or special offers to the service order. These packages typically group parts and labor at a fixed price, streamlining the creation of estimates for common operations.

Steps to add a Package or Offer:

1. Select the tab: Make sure the PACKAGES AND OFFERS tab is selected.
2. Search for the package: Use the Search package field to find the job you need. You can type keywords like "battery", "oil change", or the package code.
3. Review the results: The system will display a list of packages matching your search in a table with the following information:
4. • Type: Package origin (e.g., Importer).
   • Description: Package name and details (e.g., "LP VW Battery 44Ah").
   • Code: Unique package identifier.
   • Price: Package cost for the customer.
   • UDTs: Estimated time units for the job.
4. Add the package: Locate the desired package in the list and click the + Add button to add it to the service order. You can also click the eye icon (👁️) to view package details.

5. Job Summary

By clicking the button "Job Summary, a side panel unfolds on the right. This panel is the final step where you can review all selected tasks before confirming them in the service order.

Panel Features

1. Job List:
2. • In this panel, you will see a list of all the jobs you have added, both from the "Campaigns tab as well as from "Packages and Offers" or from "Free JobEach item in the list shows the estimated time, the code (if applicable), and the job description.
   • Delete a Job:
2. If you have added a job by mistake or the client decides not to proceed with it, you can remove it from the list.
3. • To do this, click the "
   • trash can icon) that appears to the right of the job you want to remove.Confirm and Assign:Once you have verified that all jobs are correct, the final step is to assign them to the service order.Click the green button "
3. Assign to Order
4. • " at the bottom of the panel. This will confirm your selection and formally add it to the vehicle's work order.