Labour details on the order
Labor History
Allows you to view the chronological sequence of status changes for a labor operation within a repair order to know its actual status and improve coordination between the service advisor and the technicians.
Step-by-Step Guide
- Open the corresponding repair order and locate the labor operation you wish to review within the jobs section.
- Expand the Detail panel of that specific labor entry to access its event history.
- Review the list displayed in descending chronological order to verify the statuses the line has gone through (for example, Allocation Indicated or Completed).
- Check the identity of the assigned technician, viewing both their employee code and full name.
- Verify the exact date and time stamp when each movement in the workflow was recorded.
- If the labor has not yet been assigned to any workshop technician, validate that the system displays the warning message: "Pending allocation to a technician."
Pro Tips / Usage Notes
- When a labor operation is newly created or has just been registered, it is completely normal for the history to initially show a single event in the list.
- This view is a key tool for quickly distinguishing between jobs that are simply planned and those that already have actual time clocked or have been completed.
- It is recommended to review this history as a preliminary step before communicating with the customer regarding the progress status of their vehicle's repair.
Relationship with Other Modules
This history directly connects the operational management of the order with the Technician Planning module and the Workshop Tracking screen, ensuring consistency and traceability of productive repair times.
Management of the "Requires Estimate" Indicator
Allows you to visually identify and manage whether a specific labor operation is subject to the customer's financial approval before starting its execution or logging times in the workshop.
Step-by-Step Guide
- Access the work order and open the Detail view of the Labor entry you need to manage.
- Locate the visual indicator that provides information about the current estimate status of that line.
- Toggle on the "Requires Estimate" control if the task mandatorily requires prior financial acceptance by the customer before being carried out.
- Ensure that the alert indicator remains visible next to the labor description as a warning for the entire technical team.
- Toggle off the "Requires Estimate" control once customer approval has been received and confirm that the visual indicator disappears from the interface.
Pro Tips / Usage Notes
- The visual indicator is perfectly visible to workshop profiles (such as mechanics), but the system restricts its modification, allowing its management only for users with the Service Advisor role.
- Keeping this mark active acts as a critical safety barrier that prevents the accidental start of complex or costly operations that have not yet been authorized by the customer.
- It is a good practice to verify this status before starting or pausing any session stopwatch to ensure the reliability of the productivity data recorded in the workshop.
Relationship with Other Modules
This indicator directly links the advisor's view with the workshop workflow, coordinating with Workshop Planning to prevent tasks from starting without financial validation, and directly impacting the preparation of the estimate and the final invoicing of the order.