For our repair shop customers who operate several different facilities and require customized invoices, please note that this can be done in several ways: – having a different logo per facility’s invoice – having different disclaimer notes per facility’s invoice – having a different invoice prefix and sequence number – having an entirely different invoice…Details
Here is a great tip for our repair shop customers who may need to split up a work order to bill back the warranty company part of the original work order. There is a Split Work Order screen that can move the labour and parts easily from the original work order to the bill-back work…Details
Here’s a handy tip for adding check lists to your work order. There are two ways to implement this feature: If you want to create a check list for a specific activity you would highlight the activity and enter a checkmark under the Check List option. Here you can enter your list and it will…Details
Interested in seeing how much you have charged in parts or shop charges to a customer over a specified time period? Use Reports>Charge Out Repairs>WO Invoice Register and specify a date range to see a list of work order charges for Labour, Parts and Shop Charges. The report can be run using a variety of…Details
In order for a newly purchased unit to be included in a PM Schedule, you must first input an initial reading in order to have a starting point for the PM Schedules that you have built. When the new unit’s equipment record has been created (Repairs>Customer Equipment>Equipment Detail), click on the Detail button and enter…Details
Utilize Service Programs for repair services that are often repeated. When a Service Program is applied to a Work Order, all necessary activities and parts for the specific repair will appear on the Work Order.
Contact Perfit Support to learn how to set up Service Programs.
For Managers that would like to get a grasp of how much inventory variance there is from year to year or month to month, can utilize a report called Parts Counted Report. On this report, it will combine all the counts done in the date range selected by the user and help easily calculate the…Details
When looking up historical work orders from invoice information, such as the invoice date, use Reports>Charge Out Repairs>WO Invoice Register. There are many useful filters and a date range that can be used to locate the corresponding work order.
Here is a general tip for all users that are a part of the admin role, do not remove any access to that role in any way. If you want a certain user’s rights to be restricted, then create a new role which can be copied from the admin role, and then move that user…Details
Here is a general tip to all users out there. If you are part of the admin role, please do not remove access to that role in any way. If you need to reduce another user of certain rights, then you should create a new role which can be copied from the admin role, and…Details