SERVICE JOB -  Understanding the options for "Who is paying for the job"


There are 5 default options that are automatically available when your Blackpurl is created:

  1. Customer Pay
  2. Third Party Pay
  3. Internal Expense
  4. Quote Customer Pay
  5. Quote Third-Party Pay


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*** If you wish to create additional Transaction Types - please review Step 9 on our article - How to Setup Accounting Integration


Let us go through the default options:

  1. Customer Pay
  • When creating a new Service Job, this is the default. That is because for the most part - the customer will be paying for the work. 
  • With this option - you will need to complete and finalise the Service Job and then use Checkout when the Customer pays.
  • For further information please review our article -  How to Process a Service Job
  1. Third Party Pay
  • Use Third Party Pay when you have a Third Party paying for the Service Job ie Insurance Claim or Warranty Claim. 
  • With this option - you will be required to indicate who the Third Party Provider is / any Deductible payable and go through the submitting of Claim
  • For the relevant Vendor to turn up for selection as the Third Party Provider, you will need to indicate on their Vendor Record that they are able to do Claims for Service Work.   This is the link to the article which will explain how to do this - How to Setup Vendor Products and Services


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  • Once the you click on Submit Claim > you will need to Verify Claim Information by reviewing the information (to make sure it is correct)
Then check the I have reviewed the above information checkbox and click on User-added image
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  • The Dealership would then need to manually send off your Claim to the Third Party.
  • Once you have a response - process the response by clicking User-added image
The Claim Response is a 3 step process:

Step 1 - complete the Response Information details than click on User-added image


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Step 2
On the Response Detail record any variances (changes to amounts or quantities) etc that the Third Party have indicated on their reply to your claim submission.  


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Step 3
At the Variance Disposition step - review the variations etc and then click User-added image

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For our dealerships that have Accounting Integration
  • this is when the Invoice to the Third Party will integrate with your accounting package as an Accounts Receivable transaction and the invoice will sit as unpaid in your accounting package under the Third Party name
  • You will be unable to receive a Payment from a Third Party through Blackpurl- the invoice is sent to your accounting package and any payments will need to be received there

  1. Internal Expense 
  • Use Internal Expense when it is necessary for the dealership to "write off" a Service Job.  Maybe it is a goodwill gesture / maybe the dealership had rework issues etc.
  • When selecting Internal Expense, a Category must also be reviewed and changed it required. 
For our Dealerships that have Accounting Integration, this is where this Service Job would be "written off" to in your accounting package.

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  • Service Job will still need to be finalised as normal by clicking on User-added image.
  • This will then populate the Finalize Internal Job window for you to confirm.
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  • Once confirmed - an invoice is created and no further action is required.
  1. Quote Customer 
  • This will allow the Dealership to build a quotation to the Customer without committing inventory or special ordering parts 
  • You would just build the Service Job as normal with this Transaction Type
  • If the Customer wishes to go ahead with the quotation, you would change the Transaction Type to Customer Pay
  1. Quote Third-Party
  • This will allow the Dealership to build a quotation to the Customer without committing inventory or special ordering parts 
  • You would just build the Service Job as normal with this Transaction Type and then change it from this Transaction Type to Third Party once this Service Job will be going ahead