Repair orders overview

A repair order (RO) is a form that tracks the costs to maintain equipment. It includes costs for parts, labor, and related items.

There are two types of ROs: Standard and Vendor.

Standard RO (SRO)

The SRO tracks the costs of repairs or maintenance made to your unit in your shop. A unit is a piece of equipment, such as a truck or trailer. For more information, see Unit Master records.

On an SRO, the Repair Type field value is Standard.

Vendor RO (VRO)

A VRO tracks the cost of repairs or maintenance to your unit when a third party shop (or vendor) is involved. A VRO is different from an SRO in several ways.

  • The Repair Type field value is Vendor RO.

  • The Repair Order page header includes special fields for vendors:

    • Vendor

    • PO Number

    • Pay Method

    • Vendor Estimate

VROs and purchase orders

With the proper setup, the program adds a matching purchase order (PO) automatically when you create a VRO. When you enter vendor line items to the VRO, the program updates the PO with the same information. However, if you add shop parts or shop labor to a VRO, the program does not update the PO with the same information.

A VRO has a POInvoice tab. This tab lets you enter an invoice. This invoice also appears on the Invoice tab of the matching PO. You can print the VRO PO at any time.

You cannot create a VRO from the Mechanic Workstation. This applies to V.2022.2.2 and earlier. As of V.2022.3, Mechanic Workstation and Interactive Workstation were replaced by Trimble Technician Portal.

Repair Order pages

The Repair Order pages allow you to create, find, view, and complete repair orders. These are the Repair Order pages:

Repair order workflow

When you create a repair order, you enter information as you go along. A repair order may contain one or several repairs. You can add repair information as needed.

This table identifies the different phases of creating a repair order.

Phase Description

1. Create an RO.

Create a repair order by completing the Repair Order header and entering information in the Repair Order pane.

2. Add sections

Add sections in the Sections/Line pane to identify repairs needed for a unit.

3. Add lines

Add lines in sections as needed.

You can add lines in any order. For each line, you select a line type. The line types available dependent on whether you are creating an SRO or a VRO. Possible line types are:

  • Part

  • Labor

  • Service

  • Comment

  • Tax

  • Fee

4. Close the RO.

Close the order when all repairs are completed.

For instructions on how to create a repair order, see Create repair orders.