Using Workflow in Report Pro

Things To Note

• The term “ticket” will be used throughout this article to refer to any of these phases: Estimate, Repair Order, or Invoice. The color of each tile corresponds to the phase as indicated in the Workflow filters window.

• The tile displays the customer's name and vehicle, along with a running clock that shows how long the ticket has been in its current status. Moving the tile to a different status restarts the clock.  The clock does not retain previous elapsed time if the tile is moved back and forth.

• If a Work Order Time in Status Alert is set, the tile will flash when the clock exceeds the allotted time, indicating that action is needed for that ticket.

• Total hours for each ticket, based on assigned job time, are displayed above each tile in the status column.

• You can filter the Workflow view to see just one tech's workflow or a whole shop, see Apply Filters to Workflow View for more information

How To

1. Open your Report Pro software

2. Select the Workflow tab at the bottom of your Report Pro software

3. From the Workflow Manager

   1. Each tile represents a ticket for a vehicle as described in the Things To Note section above.

      1. Tiles can be dragged and dropped along the status line as the ticket passes through your workflow statuses

      2. Tiles can be dragged vertically to be assigned to specific techs

      3. Tickets should move to the next status after the previous status is completed

      4. Tickets can be assigned to a specific Tech so you can see the tech's progress on a ticket through the workflow