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Clean Up Repair Orders to Avoid Problems

Article Highlights:

  • Upkeep on ROs is crucial to running a successful service department.
  • Effectively track revenue with ROs.

You have hundreds, maybe even thousands, of repair orders (ROs) moving through the service department each month. It’s possible some have slipped through the cracks and have not been properly closed.

ROs mistakenly left open can lead to audit issues and missing revenue. To find and close any of these repair orders and avoid these problems down the road, you can run a simple report in
ERA-IGNITE.

Clean Up Old ROs - Open ROs

The Open ROs report has four options to help you quickly identify open ROs. You can view:

  • All open ROs.
  • ROs with Customer Pay open.
  • ROs with only Warranty and Internal Pay open.
  • ROs invoiced but not closed.

Each option produces a list, organized with the oldest RO first. When using the Detail Report Format in the Report Criteria section, you can drill down into the Repair Order Billing screen by clicking the RO number. This makes it quick and easy to review the open ROs and determine if they should be closed.

Clean Up Old ROs - RO Billing

You can use the Department and Bill Type checkboxes, along with the Advisors and Makes fields to narrow your results in the Open ROs section.

Clean Up Old ROs- Open ROs Red Boxes

Run these lists at least monthly to make sure all ROs are properly closed and all billing issues are resolved promptly.

For more ERA-IGNITE learning opportunities, check out our upcoming free webinars from Reynolds Software Education.

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Software Education, Reynolds and Reynolds

Jennifer McReynolds has worked in Software Education over 15 years. In addition to overseeing the training of her instructors, Jennifer reviews and updates course materials to match recent software changes.

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