Service & Work Orders
26 articles
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Reports
- How to Use the Revenue by Technician ReportRevenue by Technician shows how much labor revenue each tech generated - useful for commission, performance reviews, and bonus calculations. Go to Reports > Installer / Labor >…
- How to Use the Technician Efficiency ReportTechnician Efficiency compares billed hours to actual hours clocked, so you can see whether techs are beating or missing the clock. Go to Reports > Installer / Labor > Technician…
- How to Use the Work Order Summary ReportWork Order Summary lists every work order completed in a period with status, technicians, labor revenue, and hours. Go to Reports > Installer / Labor > Work Order Summary. Pick a…
- Installer Profitability ReportThe Installer Profitability report in 1sixty8 Manifold is a line-by-line labor worksheet. It lists every labor line over a date range under the installer who did the work and…
Scheduling
- Dragging Unscheduled Invoices Onto the CalendarWhen a standard or dealer invoice has no appointment booked yet and its work is not finished, it shows up in the Unscheduled sidebar on the calendar page. That means status…
- Follow-up Tracking: See Which Customers Still Need a CallbackThe schedule in 1sixty8 Manifold can show, at a glance, which completed jobs still need a follow-up call and which customers have already been reached. This helps your team make…
- How to Book an AppointmentThere are a few ways to open the booking form: - Service > New Installation (direct shortcut in the sidebar) - Customer Management > New Consultation (direct shortcut) - Service >…
- Switching Between Installation and Consultation CalendarsThe Scheduling calendar shows everything by default. If your shop runs both installations and consultations, you can narrow the view to one or the other in two ways. The first is…
- The Different Calendars and Boards and When to Use EachThere are a few different ways to look at scheduled work in your shop, and each is built for a different question. The Scheduling Calendar (/scheduling) is the time-grid view. You…
- What the Colors on the Installation Calendar MeanEvery appointment on the schedule is colored to show where that job stands. The color is about the job's progress, not about which bay or salesperson it belongs to. The legend…
Settings
- Deactivating a Resource Without Losing HistorySchedulable resources (Bays and Salespeople on Settings, Scheduling) use a deactivate model rather than a hard delete. This keeps your scheduling history intact when a resource is…
- How to Configure SchedulingScheduling Settings is where you define your bookable resources - bays for service work, salespeople for sales appointments - and the defaults for the calendar. Go to Settings >…
- How to Configure the Clock-Out ReminderThe Clock-Out Reminder is a push notification that nudges a technician if they have been clocked into a work order longer than the configured threshold (default 12 hours). It…
- How to Configure Work Order SettingsWork Order Settings control how the bay handles intake and check-out, both on desktop and on the mobile bay UI. Go to Settings > Work Orders. Mobile Bay Mode: - Basic: vehicle in…
- Why You Cannot Change a Resource Type After CreationWhen you create a schedulable resource on Settings, Scheduling, you pick a Type: Bay or Salesperson. Once the resource exists, the Type is locked. You can rename the resource,…
Warranties
Work Orders
- Creating a Standalone Work Order (No Invoice Required)Most work orders are created from an invoice, but you can also create a standalone work order tied only to a customer and a vehicle. This is useful for service-only shops that do…
- How to Cancel a Work OrderSometimes a job does not happen. The customer calls off the install, reschedules to a date you have not set yet, or never brings the vehicle in. Cancel the work order so it stops…
- How to Create a Work OrderThere are two ways to create a work order: **1. Standalone (most common):** Go to Service > Work Orders and click + New Work Order. Pick the customer and vehicle, then fill in the…
- How to Track Time, Photos, and Checklists on a Work OrderOpen any work order from Service > Work Orders. Time tracking: In the Time section, click "Clock In" to start the timer for the assigned technician. Click "Clock Out" to stop.…
- How to Use the Bay ScheduleThe Bay Schedule is a live, at-a-glance view of every service bay in the shop and what is in it right now. Use it to walk into the shop, look at one screen, and know exactly which…
- How to Use the Job BoardThe Job Board is a Kanban-style view of your active work orders, grouped by status. Go to Service > Job Board in the sidebar. By default the board shows today's work: jobs…
- How to Use the Mobile Bay AppThe Mobile Bay app is a streamlined view of work orders designed for technicians on a phone or tablet at the bay. It uses the same login as the desktop POS but with a quick-unlock…
- Photograph a VIN to Fill In a VehicleOn a phone you can photograph a vehicle's VIN plate and Manifold will read the characters, look the VIN up, and fill in the vehicle's details for you. It is meant for the car in…
- Understanding Bay Mode: Basic vs Advanced Work OrdersBay Mode decides how much structure your work orders carry as they move through the shop. It is a single shop-wide setting with two choices, Basic and Advanced, and it shapes both…
- What Prints on a Work OrderPrint a work order with the Print button on the work order page. You get a PDF you can hand to a technician or email to the customer. Here is what is on it, top to bottom.…