Setting Up Default Lines on Workshop Jobs

Setting up default lines for workshop jobs allows the system to automatically apply predefined requests to all newly created jobs. This feature is particularly useful for standard charges or tasks, such as cleaning fees, that are consistently applied across jobs.

Step-by-Step Instructions

Step 1: Access the Default Job Line Setup

1. Navigate to Workshop > Service Parameters > Default Job Line Setup in the system.

Step 2: Configure Default Request Lines

1. Within the Default Job Line Setup screen, add the specific requests or charges that should be automatically applied to all workshop jobs.

   • For example, you can add a "Cleaning Charge" line to ensure it is included by default on every job.

2. Save your changes to confirm the setup.

Step 3: Verify the Setup

1. Raise a new workshop job.

2. Check that the configured default lines appear automatically in the job details.

Tips and Best Practices

• Standardise frequently used lines: Configure only those lines that are relevant to the majority of jobs to avoid unnecessary adjustments.

• Review regularly: Periodically review the default lines to ensure they remain accurate and applicable.

• Customise per branch or team: If necessary, set up different default lines based on specific branch or team requirements.

• Communicate changes: Notify team members of any updates to the default lines to ensure they are aware of new inclusions or adjustments.