Work Order/SSM Setup
Work order/SSM Setup allows you to configure your Work order and set default printing options. The Work order will print after checking in a customer. The Work order is basically a scratchpad for the service technician – providing him with vital information and areas to make notes as he services the vehicle. The Sage Service Manual will print at the same time (if required) and will provide more detailed vehicle information based on the Chek-Chart data.
Page 1 of 1 (Some work orders will have 2 or 3 pages)
Work Order Type This will normally be configured by a Sage Service Technician when the system is installed. The options all depend on location, printer type, and invoice layout. A couple of the choices include:
Sage CA Estimate BAR (laser) – This work order is compliant with the California BAR and can be revised and signed by the customer
Sage XP Laser - Plain paper laser Work order optimized for Windows XP
Print Multiple Work Orders Some states require a printed estimate after check-in, in addition to the standard work order. QuickTouch can be configured to print a second or third type of Work order if necessary.
Always Print Work Order If Yes, the Work order will automatically print for each vehicle checked in (except for Quick Sales). If you choose No, you can still print the Work order manually from the Bay Screen.
Always Print SSM The Sage Service Manual (SSM) will print all Chek-Chart information for that vehicle. If you choose No, you can still print the SSM manually from the Bay Screen.
Always Print Service Maintenance Schedule If Yes, the Service Maintenance Schedule will print for each vehicle that is checked in. If you choose No, you can still print the SMS manually from the Bay Screen.
Print Work Order Number The Work order number will be the same as the invoice number. This will indicate if you want the number to print on the Work order. This will usually be Yes.
Print Delay Leave this as zero. This is only required on certain older systems.
Page 2 of 2 (Note: Not all work order types will have a Page 2 and if they do, may have different options. This example is the “Sage CA Estimate Bar” option.)
Notes The notes will print on each Sage CA Estimate BAR Work order below the services selected.
Disclaimer The disclaimer will print at the bottom left of the Sage CA Estimate BAR Work order.
Graphic File This feature allows a company logo to be printed in the top left corner of the Sage CA Estimate BAR Work order. This screen is where the logo image can be selected. Supported image file types include .bmp, .jpg, .gif, and .ico. The logo image file must be saved into C:\Program Files\QuickTouch\data. Once the file is saved into this location, it can be selected from the Graphic File box
Page 3 of 3 (Note: Not all work order types will have a Page 3 and if they do, may have different options. This example is the “Sage CA Estimate Bar” option.)
Notes The notes will print on each Sage CA Estimate BAR Work order below the services selected.
Disclaimer The disclaimer will print at the bottom left of the Sage CA Estimate BAR Work order.
Graphic File This feature allows a company logo to be printed in the top left corner of the Sage CA Estimate BAR Work order. This screen is where the logo image can be selected. Supported image file types include .bmp, .jpg, .gif, and .ico. The logo image file must be saved into C:\Program Files\QuickTouch\data. Once the file is saved into this location, it can be selected from the Graphic File box
