Deferred lines idea

I really like to use deferred lines. It allows us to order parts for vehicles and track them. The issue that we have is that these become forgotten. When people make PM work orders, they typically don’t add lines so the pop up doesn’t come up. Instead they click on the the PM due and finish the work order. Would there be a way to have deferred lines automatically pop up?
We could take this a step further and tie in parts received for a deferred line so that only deferred lines that can be completed pops up.

I really like this suggestion. For the parts side it would solve this issue of having work order left open for parts waiting to come in or to be install. I would be nice to be able to received parts and leave them attach to deferred lines.

3 Likes

This is a great idea

Definitely an issue especially with the paperless inspection since lines get created automatically. We also have an issue when creating a deferred line outside a WO. There are no line notes to be entered for the deferred line. We like to enter a brief description of the work needed to be performed and add username and date for reference.

2 Likes

Hey everyone!

Just wanted to get some more feedback on this one!

When do you think it would be ideal to have a popup/dialog appear notifying technicians/service writers of deferred jobs outstanding? When the line is closed? When the WO is closed? Both?

What do you guys think?! Thanks!

1 Like

Hi Jacob,
The way that it is now, If you start a work order and hit the PM quick link the deferred lines do not come up without adding a line.

My suggestion is when you start any type of work order, after you put the vehicle number in, deferred lines pop up. This allows the creator to check and make sure the parts are in and the job can be done. If it cannot then the line can be deferred again.

5 Likes

Great Idea. Or maybe in the dashboard. Like for over due PMs or so forth. Have a spot for deferred WO lines?

I definitely think this is the way to go. Not sure how this can be done since the customer needs to be selected before adding any lines.

Hey everyone!

So this feature IS available on RTA Mobile! If a technician is clocked into a job, they will get a card at the top of the screen if there are deferred jobs for that vehicle (and another card if there are PM’s past due/due soon)!

1 Like