Repair Orders Settings

The Settings tab of the Repair Order section lets you configure and manage the core elements of your estimate and inspection workflows. This article outlines these settings and explains what they control.

Quick Links

• Op Codes
  • Importing a List of Op Codes
  • Creating an Op Code Manually
• Parts
• Inspection Forms
  • Creating a New Inspection Template
  • Editing an Inspection Template
• Estimates
• Mentions

 

 

Op Codes

 

The Op Codes section allows you to create and manage operation codes used in estimates. Each op code can include associated parts and pricing for accurate estimate calculations. 

Importing a List of Op Codes

To import a list of op codes, follow these steps:

1. Click the Repair Orders tab.
2. Click the Settings sub-tab.
3. At the top-right of the page, click Download import template. An Excel file will be downloaded to your computer.
4. (Outside Kimoby) Add your op codes to the template file.
5. Click Import at the top-right of the page.
6. If you are updating your op code list, select Merge with existing Op Codes and Parts. If you are creating a brand new op code list, select Replace all Op Codes and Parts.
7. Click Browse your files. Select your op code file.
8. Click Import.

 

Creating an Op Code Manually

To create an op code manually, follow these steps:

1. Click the Repair Orders tab.
2. Click the Settings sub-tab.
3. From the list on the left, click Op codes.
4. Click Create Op code at the top-right.
5. The Create Op code window will appear.
   1. In the Op Code field, enter the op code.
   2. In the Op Code Name field, enter the name of the op code.
   3. Optional: Click Add Correction to add a description of the correction this op code involves.
   4. Under Labor, select whether this op code is Customer Pay, Warranty, or Internal. You can select more than one.
   5. Select the Type of pay (flat rate or hourly) as well as the number of hours and rate.
   6. Optional: If this op code involves one or more parts, click Add Part and enter the part number. This will select a part from the list in the Parts settings. Click here to learn more about Parts settings.
6. Click Create Op code when finished.
   
   
   

Parts

 

The Parts section allows you to create and manage parts used in repair orders and estimates. Each part can include pricing details to ensure accurate estimate totals. 

To manually create a part:

1. Click the Repair Orders tab.
2. Click the Settings sub-tab.
3. From the list on the left, click Parts.
4. Click Create Part.
5. Enter the part number.
6. Enter the part name.
7. Enter the price, whether customer pay (CP), warranty (W), or internal (I). You can enter the price in more than one field.

Inspection Forms

Multi-Point Inspections can be conducted and filled out on any device, but they first need to be created on the desktop or web app. The Inspections section allows you to create and edit MPI templates.

Creating a New Inspection Template

To create a new inspection template:

1. Click the Repair Orders tab.
2. Click the Settings sub-tab.
3. From the list on the left, click Inspection forms.
4. Click Create template.
5. Choose a name for the template and click Create template.
6. An MPI template is broken down into categories, sub-categories, and items:
   1. Categories are used to organize the MPI into logical sections. For example: Tires, Brakes, Engine, etc.
   2. Sub-categories are used to break down large categories into smaller sections. For example, for a “Tires” category, you could create “Tire Tread” and “Tire Pressure” sub-categories.
   3. Items are the individual items of the MPI that need to be inspected.
7. Click + Add an item to add a new inspection point.
   1. Enter a name for the item.
   2. Under Type, choose what type of result needs to be entered during an inspection:
      
      1. Status: The user needs to select the status of that item (Checked OK, May need future attention, or Needs immediate attention).
      2. Measurement: The user needs to enter an amount for that item (Tire pressure in PSI, brake pad thickness in millimeters, etc). If you choose this option, enter the threshold amount for each result.
      3. Status and Measurement: The user needs to enter both of the above.
   
   
   
8. When you have finished adding all your inspection points, click Publish at the top-right.

 

Editing an Inspection Template

To edit an Inspection template:

1. Click the Repair Orders tab.
2. Click the Settings sub-tab.
3. From the list on the left, click Inspection forms.
4. Click on the template you want to edit.
5. Click Edit at the top-right.
6. Make the necessary changes:
   1. You can delete individual items, sub-categories, or categories by clicking the trash can icon next to it.
      
      **Note that deleting a sub-category or category will delete every item inside it.**
      
   2. Change existing items by clicking on them and changing the name, type, measurement amounts, or statuses. Click Save when you have finished editing that item. 
   3. Click + Add an item to add a new inspection point. Click Save when you have finished creating that item. 
7. Click Publish when you have finished editing the template.

 

Estimates

The Estimates section allows you to manage the footnote that appears on customer estimates. This setting controls the text displayed at the bottom of the estimate in the link the customer receives.

To edit the estimate footnote:

1. Click the Repair Orders tab.
2. Click the Settings sub-tab.
3. From the list on the left, click Estimates.
4. Make the necessary text changes.
5. Click Save changes when finished.
   
   

 

Mentions

The Mentions section allows you to define which team or user is notified when a parts-related comment is added to a repair order. Simply select the team or user in the drop-down list.