Selecting Job Numbering Preference

The Workfile - Numbering feature allows you to select the job numbering preference.

• Manually - the IA or shop location will enter the repair order number or job number when it is created
• Automatically - the system will automatically generate the repair order number or job number

For IAs and repair facilities without Repair Workflow (i.e., Estimating Only):

• If auto-numbering is enabled, then the Job Number field in the Vehicle tab is always disabled
• If manual numbering is enabled, then the Job Number field in the Vehicle tab is enabled for user input after Convert to Job action is selected

Note: If the Job Number was ever entered manually on the workfile, then it is always editable even if the shop or IA changes to automatic numbering later.

To select the job numbering preference

1. Select Configure > Profiles from the menu bar.
2. Select your profile, and then select Edit from the mini-toolbar.
3. Click on the Workfile - Numbering link under Repair Management.
4. Select one of the options.
5. Select Save or Save and Close to save your profile changes.

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