ShopLite Tech Tip – Oct. 31 2017
Ditch the Guesswork with Smart jobs
Creating repair estimates just got even faster! With smart jobs enabled, ShopLite automatically checks your inventory stock level for all parts related to the selected vehicle application and chosen package.
For example, let’s say your premium oil package includes both an oil filter and cabin air filter. Do you know the part numbers needed for that vehicle off the top of your head? Are the parts in stock? With smart jobs, you no longer have to guess.
Even better, ShopLite takes care of inventory management with automatic updates, up to date reports, and can even create an order if a part reaches a specified minimum stock level.
1. Go to your packages list
2. Create a new package or edit an existing one
3. Name the job and add a description
4. Enter your labor charge
5. At the parts line, click the white checkbox to the left
NOTE: You must have inventory listed to use this feature. If you would like to learn more about using the inventory, please email us firstname.lastname@example.org.
6. Select a part category
7. Enter a quantity
9. Add your smart job (from the packages ta) to the estimate
The parts displayed correlate to parts in your inventory for the vehicle selected
OCT. 2017 Release – New Enhancements
- Feature: Smart Jobs
- To use:
- Go to your packages list
- Create a new package or edit an existing one
- Name the package and add a description
- Enter labor charge
- Click the white checkbox in the parts line
- Select part category
- Enter quantity
- Add the smart job from the packages tab to the estimate