Napa Tracs Work Order Cheat Sheet: Diesel Shop
Efficiently create work orders in Napa Tracs by accurately identifying vehicles and customers, ensuring correct parts and labor are logged for diesel shop operations.
Core Principles
- Accurate VIN decoding is critical for selecting the correct vehicle specifications and parts.
- Distinguishing between new and current customers streamlines the work order process and customer history tracking.
Action Steps
- 1. Click 'Vehicle' to initiate vehicle lookup.
- 2. Enter the VIN in the provided field and click 'Decode VIN' to populate vehicle details.
- 3. For new customers: Click 'Customer', then 'New Customer', enter all required details, and save.
- 4. For current customers: Click 'Customer', search by name or phone number, and select the correct customer.
- 5. Once vehicle and customer are selected, click 'New Work Order' to begin service entry.
Key Terms
- VIN: Vehicle Identification Number; a unique 17-character code identifying a specific vehicle.
- Work Order: A document detailing the services to be performed on a vehicle, including parts, labor, and customer information.
Pro Tips
- Always double-check VIN decoding results against the physical vehicle to catch any discrepancies.
- Utilize the 'Quick Search' function for returning customers by entering their phone number or last name to save time.
Pitfalls to Avoid
- Entering an incorrect VIN leads to wrong vehicle information, causing part ordering errors and wasted labor.
- Failing to properly identify a customer as 'new' or 'current' can result in duplicate customer records and lost service history.
Real World Examples
- A truck arrives with an engine issue. The service advisor enters the VIN into Napa Tracs.: Napa Tracs decodes the VIN, confirming it's a 2019 Cummins ISX engine, ensuring the correct diagnostic tools and parts are selected.
- A repeat customer brings their rig in for routine maintenance.: The service advisor searches for the customer by phone number, pulls up their existing profile and service history, and starts a new work order linked to their account.
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