Setting Up Default Lines on Workshop Jobs

Setting up default lines for workshop jobs allows the system to automatically apply predefined request lines to all newly created jobs. This feature helps standardise common charges or tasks - such as environmental fees or cleaning charges - ensuring consistency and saving time during job creation.

When and Why to Use Default Lines

Default request lines are particularly useful when:

• Certain charges apply to most or all workshop jobs

• Teams want to reduce manual data entry

• You need to ensure key service actions or costs are never missed during job setup

By configuring these lines once, they are automatically included each time a job is created.

Step-by-Step Instructions

Step 1: Access the Default Job Line Setup

1. Navigate to Workshop in the main menu.

2. Go to Service Parameters.

3. Select Default Job Line Setup.

Step 2: Configure Default Request Lines

1. In the Default Job Line Setup screen, add the request lines you want to apply to all new workshop jobs.

2. These could include charges like "Cleaning Charge" or standard tasks such as "Vehicle Check-In".

3. Save your changes to activate them.

Step 3: Verify the Setup

1. Create a new workshop job.

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

Only jobs created after the default lines are configured will include them automatically.

Important Notes

• Removing a default request line will not affect existing jobs that were created when the default line was active. The change only applies to future jobs.

• If you need to update historical jobs, this must be done manually on each individual job record.