I'm curious if there ever is a time that you wouldn't want the notes listed on the bottom of the labor listings. Someone had posted a long time ago a cool trick in order to make the notes section stick out to type ===== before typing the notes field.
Personally I use the notes field to explain all the work that we have completed (write the story) on their vehicle & let the customer know of any other items that need attention. It would be nice if it was always on the bottom of the labor field & somehow stood out....I do not have a problem with making sure I click on the last line to make sure that is where the notes are - however the other gremlin that also invoices doesn't always remember to do that & the notes are intermixed with the other labor fields & it makes it hard to read - or to find to point out to the customer when they come pick up their vehicle.
Notes Location On Invoice?
- rhillig
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Notes Location On Invoice?
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- ricmorin
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Re: Notes Location On Invoice?
I'm curious. Why not use the Work Performed field in the Labor window? That way your 'story' is always attached to the labor it describes.
Ric Morin - Volunteer Forum Moderator, Shop Owner, ASE Master L1
Motorcar Alternatives, LLC
603-622-6434 x203
www.motorcaralternatives.com
I find my life is a lot easier when I use Special Orders
Motorcar Alternatives, LLC
603-622-6434 x203
www.motorcaralternatives.com
I find my life is a lot easier when I use Special Orders
- rhillig
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Re: Notes Location On Invoice?
I like to write a clear explanation detailing everything we did. While we could write it in the labor window - many times there is not enough room. And I really like to have a "story" with everything in one location so when the customer comes in - we can go over what was done without having to jump around in every labor description to touch on the repairs we have completed.ricmorin wrote:I'm curious. Why not use the Work Performed field in the Labor window? That way your 'story' is always attached to the labor it describes.
A year from now you will wish you had started TODAY ~ Karen Lamb
- ricmorin
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Re: Notes Location On Invoice?
Wow. You must type a lot. The Labor Performed window holds 4095 characters. On a standard invoice where parts are on the left and labor on the right, that would fill two pages of description for one labor.
Maybe I'm missing the boat here. I *thought* we were very descriptive in our labors. Could you post an example of one of your invoices where you have this much description? If I can do better, I'm willing.
Maybe I'm missing the boat here. I *thought* we were very descriptive in our labors. Could you post an example of one of your invoices where you have this much description? If I can do better, I'm willing.
Ric Morin - Volunteer Forum Moderator, Shop Owner, ASE Master L1
Motorcar Alternatives, LLC
603-622-6434 x203
www.motorcaralternatives.com
I find my life is a lot easier when I use Special Orders
Motorcar Alternatives, LLC
603-622-6434 x203
www.motorcaralternatives.com
I find my life is a lot easier when I use Special Orders
Re: Notes Location On Invoice?
What We Do If We Want Something to Stand Out I Put ****At The Start & Finish And Put It At The Bottom Of The Labour Side****
This Way It Noticed. SomeTimes I Will Also Highlight The Note. Hope This Helps.
This Way It Noticed. SomeTimes I Will Also Highlight The Note. Hope This Helps.
- rhillig
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Re: Notes Location On Invoice?
We do something like this - however my problem is the other service writer (ie gremlin) doesn't always remember to put that note at the bottom & it's not easy to read to the customer.sbcauto wrote:What We Do If We Want Something to Stand Out I Put ****At The Start & Finish And Put It At The Bottom Of The Labour Side****
This Way It Noticed. SomeTimes I Will Also Highlight The Note. Hope This Helps.
Ric - crazy week here this week. Next week I will send you some samples.
A year from now you will wish you had started TODAY ~ Karen Lamb
- ricmorin
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Re: Notes Location On Invoice?
Great idea! Thanks.sbcauto wrote:What We Do If We Want Something to Stand Out I Put ****At The Start & Finish And Put It At The Bottom Of The Labour Side****
This Way It Noticed. SomeTimes I Will Also Highlight The Note. Hope This Helps.
Ric Morin - Volunteer Forum Moderator, Shop Owner, ASE Master L1
Motorcar Alternatives, LLC
603-622-6434 x203
www.motorcaralternatives.com
I find my life is a lot easier when I use Special Orders
Motorcar Alternatives, LLC
603-622-6434 x203
www.motorcaralternatives.com
I find my life is a lot easier when I use Special Orders
- Rich
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Re: Notes Location On Invoice?
I understand the detailed notes. I live two lives. One is the service writter the other a Fire fighter/MFR. I am use to details. We arrived on scene of a two car PI, car 1 had three pt's, driver complained of.......... Write it for the lawyers I always say. So i have a tendency to want the same thing here. Tough some days to give "the reader digest" version.
Rich Hays
Work 9-11 or 616-696-0020
Being able to get CAPE off a Skew T chart is important in this hobby.
Work 9-11 or 616-696-0020
Being able to get CAPE off a Skew T chart is important in this hobby.
- Rich
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Re: Notes Location On Invoice?
I laugh out loud now...
I USED SEARCH!!!!!!!!!!!!!!!!!!!!
We were talking here about details and not enough room to write "notes". I am on a "troubled repair" so to speak. I have opened "notes" 12 times AND filled them all!
Its all in the details.....
I USED SEARCH!!!!!!!!!!!!!!!!!!!!
We were talking here about details and not enough room to write "notes". I am on a "troubled repair" so to speak. I have opened "notes" 12 times AND filled them all!
Its all in the details.....
Rich Hays
Work 9-11 or 616-696-0020
Being able to get CAPE off a Skew T chart is important in this hobby.
Work 9-11 or 616-696-0020
Being able to get CAPE off a Skew T chart is important in this hobby.