Processing an Upcoming Service Follow

Processing a Service allows the Work order to be completed and a follow-up service to be created.

1. Within IntelliShift, click Vehicle Service from the Left-hand side of the screen. 
2. Within the Vehicle Service application, the user will be brought to the upcoming service screen. 
3. To Complete a service on a particular Asset, locate the Work order by Filtering the Screen to the particular Branch or Asset
4. Once you have located the asset that needs to have the service completed for, click the "Process" button to the Right of the work order.
5. The user will be directed to the Service job for that asset.
6. Within this screen, the user will have to verify a few details & update them when necessary.
   1. Service Date - The Date and which the service was completed. Click the Date to have the Calendar appear to change the date in which the service was completed. 
   2. Odometer at the Time of Service - Verify or enter the correct odometer at the time the asset was serviced. 
   3. Engine Hours as of Service - Verify or enter the correct Engine Hours at the time that the asset was serviced. 
   4. Vendor - The ability to select the vendor who had serviced the asset. If the Vendor is not available Click Vendor Setup from the Left-hand side of the screen to create the vendor. 
   5. Labor Hours - Enter the total labor hours used to complete the job.
   6. Labor Cost - Enter the dollar amount for the labor to complete the job.
   7. Update Current Engine Hours and Odometer - If the user clicks the checkbox the user will be provided a way to update the current Odometer and Engine Hours of the asset. 
7. Once the Service details have been verified the user will be able to manage the Parts used for the job.
   1. the User can select the Parts from the dropdown menu and if a part does not exist the user can click Add Part to create a new part and have it added to the job. 
   2. Enter the PO number used to purchase the part. 
   3. Enter the count to identify the quantity of the part that has been utilized. 
   4. The Total Price will appear which takes the cost per unit and multiplies it by the Count entered. 
   5. Click Insert to add the Part to the Job
8. Utilized the notes field to add any additional notes to the work order.
9. If the Reschedule option is not marked off the user can click reschedule to create a recurring job from this job.
10. Click Save, this will mark the work order as complete.