Learn how-to create new Standard Operation Codes. In order to accomplish this goal you will need an Operation Code and a Company Number. Both are required fields. The company number will need to be setup under Locations prior to creating a Standard Op Code. Learn how to add a Location.
Set the App to Service Department and click on Standard Operation Codes in the tab bar.
Click the New button displayed in the main pane.
If Standard Operation Codes is not visible in the Tab Bar, click the All Tabs + and select it from the list of available tabs. To add it as a tab read Customize the Tab Bar.
From the Standard Operation Code edit page, fill in the required fields. You will need to know your Company Number in order to create an Op Code.
Make sure to check the Active box to make the Op Code available for use. Use the drop down lists to select Service Type, Primary Category, and Pay Type.
- Default Pay Types
- C - Customer
- W - Warranty
- I - Internal
- S - Service Contract
To help measure shop efficiency include parts and labor estimates, along with the suggested labor rate and book time for each Op Code.
Pre-populate the Concern for any Op Code when possible to save valuable time for your technicians. The Cause, Correction and Operation Notes can be populated at the time of service.
When finished, Click Save
To view the new Op Code, navigate back to the Standard Operation Code tab. Under Recently Viewed, the Op Code should be present. To view the Op Code when not displayed in Recently Viewed, select the "All" list view and click Go!
Click on the Operation Code O2LOF to view the details. From here you can Edit, Delete, or Clone the Standard Op Code.
Creating Standard Opt Codes is a prerequisite before they can be added to a job line. Learn how to Add Job Lines to a Repair Order