The ability to create a new service package from a modified one on a Work Order | Voters

The ability to create a new service package from a modified one on a Work Order

Juan Pablo Ruelas

I'm sure everyone in here has had to slightly modify a service package in order to make it more accurate. With the passage of time and depending on popularity, these same modifications become more common. It would be nice to simply create a new service package by right-clicking them, instead of going into the setup and creating it from there. We have experienced this with CVT transmissions, engine rebuild lists, and others.

March 31, 2026

Ken Anderson

This is a great and easy way to build your canned job list.
You can do this fairly quickly and simply already. Not as quick as a right click and select, but close.
This is how we do that at present;
1) Highlight the job line you modified for the present repair.
2) Select the "Utility" tab at the top of the screen.
3) Click "Create Template" and the canned job builder screen comes up - as a copy of what you presently have modified.
4) Rename and modify as needed, hit save and DONE.
5) You now have a canned job that is built out with description, parts and labor ready to go.
You can then go back to the Set-up area at anytime and fine tune as needed.

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