Konvoi Workshop · Maintenance and work orders
Job templates
A job template says how your garage does a job: title, labour time, checklist and parts. Pick it on a work order and the whole job is there.
Transcript
A job template describes how your garage does a job. The title, the type of work, the labour time, a checklist for the mechanic, and the parts. Starting from scratch? Workshop offers eight starter templates for a truck garage. Untick what you don't do, and adjust the rest. On a new work order, pick the template. The whole job is there at once. And on the tablet, the mechanic ticks off the checklist. Tick Also the asset model's kit. Then an Actros gets the Actros kit, and a DAF the DAF kit. One template for the whole fleet. You'll find them in Settings, Job templates.
What a template holds
- Name and job title, such as "A service".
- Type: preventive, repair, inspection, tyres, ...
- Labour: the time it should take. It counts on the planning board.
- Checklist: one item per line. The mechanic ticks them off on the tablet.
- Parts the job always needs, and if you like the kit of the vehicle's model.
Getting started
While the page is empty, Workshop offers eight starter templates for a truck garage: A and B service, keuring preparation, tachograph calibration, tyres, brake inspection and lubrication. Untick what your garage doesn't do; you can change every template afterwards. Or click New template.
Using a template
In Create work order or Add job, pick a template in the Job template field. The job comes with its title, time, checklist and parts.
One template for every model
Tick Also the asset model's kit. On an Actros the Actros kit comes along, on a DAF XF the DAF kit. When a model has more than one kit, tick per model which one the template uses.
Good to know
- A template job's parts are only reserved once the work order is ordered or ready, or the job is planned on a day. So a work order three weeks out holds no stock.
- Changing a template changes nothing on work orders that already exist.
- A service plan can make its work orders with a template. While a plan uses it, the template can't be archived.
- Templates are archived, never deleted.
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