Engine repair

What engine repair turns on

Add Engine repair when you sign up, or later under Kinds of work in your settings. It gives you:

• Its own Service Catalog, with starter services you can change, remove or add to.
• Estimates with one price, the Project Total, instead of two options to choose from.
• Job numbers that start with ER, unless you set your own prefix in settings.
• Notes fields worded for repairs: drop-off or pick-up, and the make, model and serial number of the machine.

It leaves out the screens and fields that belong to other kinds of work:

• No dump sites, haul-away or equipment list.
• No climber fee and no site conditions.
• No cleaning products or product lines.
• No repeat visits. A repair is quoted once.

An engine-repair-only company sees Pipeline, Projects, Action Queue, Schedule, Customers, Service Catalog and Crew in the menu, plus Ask for Reviews and Settings for admins.

Set up your catalog first

Engine repair comes with a starter list: a diagnosis or bench fee, tune-ups for push mowers, riding mowers and snowblowers, chainsaw service, carburetor work, generator service, blade sharpening, shop labor by the hour, and pick-up and delivery. Each has a suggested price. Every shop prices differently, so change them to your rates and add what is missing.

1. Open Service Catalog and choose Engine Repair from the list at the top right if you do more than one kind of work.
2. Set your price on each starter service. On the Features tab, press Add item for each service you sell that is not on the list. Give each one a unit, such as each or per hour, and a price.
3. If a service comes in types you price differently, such as chainsaw, snowblower and generator, add them as options on the service.
4. If some repairs are harder than others, add difficulty tiers. Press Add Easy / Medium / Hard to start with the standard three.

Each step is covered in detail in Add your own service and Difficulty tiers.

Quote a repair

An engine repair estimate is built the same way as any other. See Estimates. The differences:

• On Site & Scope, use Access notes for drop-off or pick-up and where the machine is kept, and Site notes for the make, model, serial number and what is wrong with it.
• Parts you buy for the job, such as a spark plug or an air filter, go on a custom line.
• The customer sees one Project Total and accepts it online, the same as any estimate.

If you do other kinds of work too

Each kind of work keeps its own catalog, its own difficulty tiers and its own screens. When you start an estimate, choose Engine repair as the Kind of work first. Your minimum charge is one amount for the whole company and applies to engine repair too.