0:00 Hello team, welcome back to another TireBase tutorial. In this video, we'll take a complete overview of the Work Orders module and its main features.
0:09 Access the Work Orders module from the main navigation menu to manage quotes, work orders, invoices, inspections, appointments, and credit memos.
0:29 The All tab displays every order, while custom filter views allow you to organize orders by status or any criteria you choose.
0:48 Filter views can be created and edited from Settings → Filter Views, with a separate tutorial available for detailed configuration.
1:12 Use the selection checkboxes to perform bulk actions such as printing technician work orders.
1:28 The preview window provides access to Order Details, Order Movements, Order Payments, Gross Profit Breakdown, and attached Documents.
2:40 Clicking an editable work order number opens the order for editing, where you can modify information, convert orders, or assign invoice numbers.
3:25 Order statuses can be updated directly from the Work Orders grid to track the progress of each job.
4:00 The Actions menu lets you send documents for signature, preview, print, cancel orders, or send quotes, work orders, and invoices by SMS or email.
4:36 Use the search bar to quickly locate orders by customer or other available information.
4:49 The Inspections section allows you to create vehicle inspections for work orders with assigned vehicles.
5:24 Appointments can be scheduled directly from a work order or from the Appointments module by selecting a date, time, technician, and notes.
6:25 Appointment records include reminders, technician assignments, vehicle information, and status updates that can be modified at any time.
6:49 The Credit Memos section allows you to issue credits and process refunds for customers with payment terms.
7:08 Credit memos include preview, print, SMS, and email options similar to those available in the Work Orders module.
7:24 This module continues to evolve with new features, and additional tutorials are available for each individual workflow covered in this overview.
7:33 If you have any questions about the Work Orders module, feel free to contact our team or explore the related tutorial videos.
