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/docs/modules/service

Service

Track recon and customer pay work on the same VIN record sales uses on the floor.

Purpose

Service gives independents a light RO workflow — enough to schedule recon, log parts/labour, and see unit readiness without a full OEM DMS service module.

Setup

  1. Define service categories (recon, safety, customer pay) in app defaults.
  2. Link vendors for outsourced work (Vendors).
  3. Train staff to open ROs from inventory VIN detail for traceability.

Daily workflow

  1. Intake — create RO from unit or customer vehicle.
  2. Line items — labour hours, parts, sublet vendor.
  3. Status — open → in progress → complete; inventory may show “in recon”.
  4. Close — push costs to expenses or unit cost roll-up when configured.
  5. Invoice — customer pay jobs may spawn a desk invoice.

Key fields

FieldNotes
RO numberSequential per dealership
VIN / stock #Links to inventory
TechnicianAssignment
Promise dateDrives dashboard alerts
Sublet vendorOptional vendor link

Permissions

  • Service advisor / recon lead — create and update ROs.
  • Sales — read-only on units they sell.
  • Manager — void RO, adjust pricing.

Canadian notes

  • Safety standards certificate and provincial inspection rules are outside FlashFender — use RO notes for certificate numbers.
  • HST on labour/parts follows your province; customer pay ROs need clear tax lines on invoices.