How to Assess a Product Before Repair?

How to Complete a Service Assessment

Once the order is in Assessment, you can review the unit, schedule the service, add the required work, and assign the appropriate technician.

1. Set the Service Schedule

1. Click Set Schedule in the header.
2. Enter the Service Start date and time.
3. Enter the Service Finish date and time.
4. Both Service Start and Service Finish are required before the order can be moved to In Progress.
5. For fleet orders, there is no Pickup field. The pickup time is automatically derived from the Service Finish time.
6. If you are using Scheduled Mode, the scheduled service window will block the unit from being available for rentals.

2. Add Services and Parts

1. Go to the Item tab.
2. Review the fleet unit information, including:
   • Unit image
   • Category
   • Name
   • SKU
   • Serial number
3. Add the required Services and Parts from your catalogue.
4. For example:
   • Service: Brake Bleed
   • Part: Brake Pads
5. Add the required quantities.
6. Bundle items will be offered or added according to how they are configured.

Important: All service and part costs are automatically set to $0 and are locked. Fleet service orders do not generate invoices.

Parts will still deplete inventory stock, even though their cost is $0.