Monthly Archives: July 2014

Odometer Mileage Correction Actual Mileage – SMOTGO

Odometer Mileage Correction Actual Mileage SMOTGOOdometer Mileage Correction Actual Mileage SMOTGO

Question: What is the difference between the odometer, mileage correction, and actual mileage fields on the invoice?

Answer:  The odometer field is for the current odometer reading.  The mileage correction is used if the vehicle has a different number of miles on in then on the odometer.  Mileage Correction is a tool to help you better track the actual mileage on the car.  If you had a car that had the odometer replaced at 50,000 miles, you would enter 50,000 as the Mileage Correction.  Or you might have a vehicle with 50,000 miles on it that you put a used odometer in that has 75,000 miles on it.  In that case you would enter -25,000.  Actual mileage is a calculated value based on the odometer reading, adjusted by the mileage correction.  The next time the first vehicle in my example comes in and you enter the odometer reading of 60,000, you will immediately know that the vehicle actually has 110,000 miles on it.  To make it simplier to use, you can update the Mileage Correction right on the invoice and it will update the vehicle info as well.  When you are evaluating what services a vehicle needs, it is far more important to know the actual mileage on the vehicle.

Move Parts and Labor From One Job To Another SMOTGO

Move Parts and Labor From One Job To Another SMOTGOMove Parts and Labor From One Job To Another SMOTGO

Question:  Is there a simple way to move part and labor line items from one job to another?  I was able to use the Copy/Paste function which I found a little awkward but I wondered if there was another way that I’m just not seeing.

Answer: The best way to move the parts and or labor from one job to another, would be to use a saved job.  Create or update a saved job from the job that has the parts that you want to move.  Then add that save job to the job you want to add the part to.  If you want to know more about how to use the saved jobs, watch the YouTube video below.

Saved Jobs

Update to Help System July 2014 SMOTGO

Update to Help System July 2014 SMOTGO

You can now search for help on the smotgoinfo site from the SMOTGO site.  In the upper right hand corner of the site, you will see a help link.  If you click on that, there will be a search box to enter what you are looking for.  I have posted a picture below.

Help system Update

 

In this image I entered tax rate so I could find out how to enter my tax rate.  When you click search, a new window will open up with the results from the smotginfo site.  See next image.

Help system Update 2

You can see the results for our search in the image.  If there is something you are looking for and you cannot find it, just use the contact link to let us know what you are looking for.

When is a Part Allocated in SMOTGO

When is a Part Allocated in SMOTGO When is a Part Allocated in SMOTGO

 

 

 

A part is considered allocated once it is added to a job on any work request, estimate, invoice, work order, etc.  The reason for this is for simplicity and to reduce the risk of not having a part when needed.  There are many different views about when a part is allocated and there is no easy way to satisfy all the desires.

The value of knowing how many are allocated is so we know what we have available.  I believe it is better to account for all possibilities.  If parts were allocated as the status of an estimate / invoice changes, you will inevitably run into situations where the status had not been update so you were unaware a part had been allocated.  You can always go the part and see where it is allocated.  If you have an estimate or invoice and you don’t want those parts to show as allocated for some reason, I suggest moving the job to a recommendation.  This way the part is no longer allocated.

If you have any question use the contact link or comment below.