Job Package Configuration

Job Package Configuration

 

 

  1. Build Job Packages

 

To build a new job package or edit an existing job package, open the Job Package Wizard by clicking on:

TOOLS | SYSTEM CONFIGURATION | JOB PACKAGE CONFIGURATION

 

Note: The Edit Existing Job option also enables the following 2 options:

 

 

 

 

 

 

 

 

A shop question can be set for the system to automatically add Job Packages as maintenance scheduled items based on the required Service Interval Months/Miles field. The Scheduler can also be setup to automatically add job packages to the Recommended Services file based on the Services Interval Months/Miles field.

 

 

 

Click Next to define Job Package parts/components:

 

 

 

Continue to add the remaining components until the job package is complete.

 

 

Delete a job package component:

 

 

Edit a job package component:

 

 

Job packages defined as ‘Fixed Price’ will not be able to be finalized until the prices of the individual items included in the job package add up to the total fixed price. As items are added to the job package, the Price Remaining field (at the top of the screen) will tally the price of each item, compare it to the fixed price total and display the amount remaining. In order to reach the fixed price total, the prices at which the individual items are normally sold may need to be adjusted. When a job package is sold, the price of each individual item listed on the printed ticked is based on the adjusted item price used in the job package detail. The fixed price total verification process will only apply to job packages designated with a fixed price.

 

 

Fixed Price total verification:

 

 

Click Next to finalize a job package: