Repair Order
How to add Sublet
How to add a Sublet Open Ro that you would like to add the sublet to. You will then attach the sublet to the labor line. Highlight the labor line and then right-click add sublet labor service. You also can click the sublet button indicated in the ...
Add (Build) A Job On A Repair Order
Add (Build) A Job On A Repair Order Section 1: Introduction And Clarification Service Writing in MaxxTraxx is vital to a shop's daily business processes in order to create repair orders that document and invoice for services provided, products sold ...
Start (Add) A New Repair Order
Start (Add) A New Repair Order Service Writing is a vital business process that shops use constantly throughout the day to create estimates and repair orders in order to document work performed, invoice a customer and collect payments. In MaxxTraxx, ...
Placeholder Parts
Placeholder parts are used in MaxxTraxx usually for creating Kits because the vehicle model/VIN etc. is not known. To add a placeholder part: Right click on the labor line associated with the part needed on the RO/Kit Select Add then choose Part ...
How to Save the Repair Order and Create a Purchase Order
If you are using the Order Parts feature of MaxxTraxx, you can create a Purchase Order from the Repair Order for those parts on that particular Repair Order. Low Inventory and Purchase Warning Setups need to be checked in this Workstation Setups ...
How To Email Repair Order And Documents From MaxxTraxx
Open a customer's RO If you would like to attach a Digital Vehicle Inspection to the RO and send to the customer, click the Email button at the bottom of the RO Click the Add button to the right of the Attachments box Complete the email and make sure ...
Re-selecting Vehicle
Time to time a vehicle’s information is entered wrong and needs to be changed on an open Repair Order. 1. Open the repair order (can not be in a complete status, if so right click on the RO and change the status). 2. Click on the blue vehicle ...
When trying to open an existing RO, message says: Held By Another Workstation
The message should also include the name of the workstation that has that RO open. Go to that workstation Open MaxxTraxx Choose the RO Save it properly by choosing 'OK/Save' at the bottom right of the RO That should release the hold on it. If it is ...
How To Change Sales Tax Rate on all Open ROs
You will need to correct the default rate that the program will use for all new ROs and Invoices. Then you will need to open and adjust all ROs and Invoices not yet paid. You must first change the tax percentages of the Tax Rate that is incorrect. ...
Unable to see the OK button on my RO
If the RO is too big to fit your screen and you can't see the Ok button to save the RO, follow these steps: If you are able to see one corner, most likely the upper left corner, you can get your mouse pointer positioned over the corner and see the ...