Sellables

Sellables represent all items placed on service tickets for sale. They can be added to tickets via the Details tab.

Editing Sellables

Adding Sellables

To the right of each sellables section, there is a purple Add button that allows you to add new sellables to the ticket.

Updating Sellables

To update a sellable, click the line item, and the appropriate sellable dialog will appear.

Removing Sellables

To remove a sellable, click the red X icon located to the right of the line item.

Parts

Parts are the physical goods installed on a vehicle during service. Examples include:

  • Oil/Oil Filter
  • Water Pump
  • Brake pads/rotors
  • Tires/wheels
  • Fluids

Part Fields

  • Part #: The part number. Typing in this field allows you to search for Key Parts.
  • Description: A multi-line field for the part's description.
  • Quantity: The quantity of the part sold. This can represent units like quarts or gallons for fluids.
  • Cost: The purchase cost per unit of the part. Modifying this automatically adjusts the markup and sale price.
  • Markup: The markup applied to the cost. This can be configured for different markup levels in settings. Changing this automatically adjusts the sale price.
  • Sale Price: The sale price per unit of the part. Modifying this automatically adjusts the markup.
  • Date: The date the part was added to the vehicle, used for reporting and accounting.
  • Vendor: The vendor from whom the part was purchased. This is crucial for adding the part to a part order.
  • Notes: A multi-line field for storing additional private notes.
  • Include as Quote: Refer to Quoted Items for details.
  • Add to Keys: Visible only when adding a new part. Adds the part to Key Items.

Labor

Labor is the time a mechanic spends during service. This is often based on book labor times.

Labor Fields

  • Description: A multi-line field for describing the labor performed.
  • Hours: The number of hours billed to the customer.
  • Mechanic Hourly: Used to track ticket costs and create accounting payables for the mechanic's labor. Automatically updates to the mechanic's default rate upon selection.
  • Mechanic: The mechanic who performed the labor, used for reporting and creating accounting payables.
  • Date: The date the labor was performed, used for reporting and accounting.
  • Include as Quote: Refer to Quoted Items for details.
  • Custom Labor: Allows overriding the standard billed hourly rate for this labor item.
  • Labor Level: The billed hourly rate for the labor. Dropdown options are customizable in settings.

Sublet

Sublet refers to work performed by third-party vendors. Examples include:

  • Muffler repair
  • Rotor Machining
  • Tint Installation
  • Detailing
  • Alignments

When using the accounting system, sublet automatically creates payables to the third-party vendor for the cost of the work.

Sublet Fields

  • Name: A brief description of the sublet service.
  • Description: A multi-line field for a detailed description of the sublet.
  • Cost: The cost of the sublet work. Changing this automatically adjusts the markup and sale price.
  • Markup: The markup applied to the cost. Modifying this automatically adjusts the sale price.
  • Sale Price: The sale price of the sublet. Changing this automatically adjusts the markup.
  • Taxable: Marks the sublet as taxable. Sublet is typically not taxed by default.
  • Date: The date the sublet was performed, used for reporting and accounting.
  • Vendor: The vendor who performed the sublet service.
  • Notes: A multi-line field for storing additional private notes.
  • Include as Quote: Refer to Quoted Items for details.

Kits

Kits are collections of parts and labor, useful for several purposes:

  • Saved Jobs: Using Key Kits for standard jobs (often called "canned" jobs).
  • Subtotaling: Grouping items on large tickets (e.g., an engine repair kit).
  • Job/Issue Tracking: Creating a kit for each customer complaint, detailing the labor, parts, etc., required for resolution. The multi-line description allows detailed information to be shown on the invoice.

Kit Fields

  • Kit #: The kit number. Typing in this field allows you to search for Key Kits.
  • Description: A multi-line field for the kit's description.
  • Quantity: The quantity of the kit sold.
  • Include as Quote: Refer to Quoted Items for details.
  • Add to Keys: Visible only when adding a new kit. Adds the kit to Key Items.
  • Custom Labor: Allows overriding the standard billed hourly rate for the labor within the kit.
  • Labor Level: The billed hourly rate for the labor within the kit. Dropdown options are customizable in settings.
  • Hide Details on Printout: Hides the itemization of the kit on printouts, useful for large jobs where customers don't need a detailed parts list.

On the right side of the kit dialog, you can add labor, parts, and even other kits into the kit. For example, an engine replacement kit (unique to the ticket) could contain an oil change Key Kit.

Quoted Items

Quoted items are sellables added to a ticket but not yet sold; they serve only as a quote. This is useful for:

  • Documenting recommended services declined by the customer.
  • Providing a separate quote page when the customer picks up their vehicle.
  • Tracking potential upsells, which will have separate quote totals.

Any sellable can be marked as a quoted item using the Include as Quote checkbox.

Quoted items are identified by a blue indicator on the left side of the sellable line item.

Convert Quoted Items

If a ticket or invoice contains quoted items, clicking the Convert Quote Items to Ticket button at the top creates a new ticket containing all the quoted items.

Key points about this process:

  • The original ticket/invoice retains the quoted items.
  • Unwanted items can be deleted from the new ticket.
  • Non-stocked/in-process parts from the quote must be added individually to a part order on the new ticket.

Key Items

Key items are reusable kits or parts intended for regular use. Key kits are generally preferred for building out standard jobs for your service center.

Kits

Examples of key kits:

  • Oil Change
  • Fluid Flushes (transmission, brake system, cooling, etc.)
  • Brake Jobs (set up with default costs/prices, then adjust based on exact costs)

Parts

Due to the functionality of Part Inventory, key parts are used less frequently. Stocked parts intended for regular sale should be managed via Part Inventory.

Adding Key Items

From a Ticket

To add a key item from a ticket, simply check the Add to Keys checkbox when adding the sellable. Note: This checkbox is only available when adding the part/kit, not when updating it later.

From Sellables Settings

Key items can also be added via the Service > Sellables page in the sidebar. This is useful during initial setup when defining standard jobs.

Finding Key Items

Once created, adding key items to tickets is straightforward:

  1. When adding a kit or part, type the number or description into the Kit # or Part # field. Matching Key Items will appear in the dropdown.
  2. Select the desired Key Item.
  3. Edit parts/labor items within the kit if necessary.
  4. Add the item to the ticket.

Updating Key Items

To modify the description, parts, or labor of a Key Kit or Part, navigate to Service > Sellables, locate the item, and edit it as you would any other sellable.