Skip to main content

 

 

DealerTeam

Print Technician Copy

Goal

The Tech Card function was created to make sure  technicians have all of the relevant information for the job. The tech card contains vehicle, customer information, ordered parts and what jobs need to be completed.

After reading this article you will be able to:

  • Navigate to a Service repair order record
  • Print a tech card

 

Attention Users,
Salesforce has two different desktop user interfaces: Lightning Experience and Salesforce Classic. This article is designed for Lightning Experience.

 

Step One: Navigate to a Service Repair Order Record

  1. Click the App Launcher icon.

1 Print Technician Copy- App Launcher.png

 

  1. Enter Service Repair Orders in the quick find area.
  2. Click Service Repair Orders.

2 Print Technician Copy- SRO Navi.png

 

  1. Click desired Service Repair Order.

3 Print Technician Copy- SRO record.png

 

Step Two: Print a Tech Card

  1. Click the Tech Card button.

4 Print Technician Copy- tech card btn.png

 

A PDF will open that contains the Repair Order information. It will leave blank the Actual or Punch time but give the technician the book time that has been authorized. The repair type can be filled out by the technician as well as the Cause and the Correction fields if your technicians do not have access to the repair order. 

 

  1. Click the Print icon and follow your computers print wizard.

5 Print Technician Copy- print.png