Blackpurl

This article will explain the Service Job Statuses and how to pick and choose which statuses you want to use in your Dealership together with a new System Setting - Ready to Invoice 

What Service Job Statuses does your Dealership want to use in your Blackpurl

Blackpurl has given you the choose of what Service Job Statuses you want to use in your Blackpurl

To access the list available and make your selection:

1.  From the Blackpurl Header > click  then select System Settings

2.  From the System Settings Dashboard, click

3.  Open up the section Service Job Status

4.  Then select / deselect the Service Job Statuses that you want to use in your Dealership by moving the relevant 

toggle 

Tip 
Notice there are a few statuses that have been marked as Required
The Dealership will not be able to override these Required statuses

5.  Don't forget to click on  to save the above settings

Using the Service Job Status 

Once you have made your selection, then the Service Job Statuses will be available to use in your Dealership on each Service Job

Please discuss with your Dealership how you want these Statuses to be used and what they mean to your Dealership

Ready To Invoice Enforcement

This would allow the Dealership more control over the ability to Invoice - the workflow of your service department may require that someone review all completed jobs before they are finalized and invoiced

This new control is only available when you have the Ready to invoice status activated

When this new control has not been enabled, the job status can be either Job complete OR Ready to invoice in order to checkout or otherwise finalize the service job

If this new control has been enabled, you will not be able to checkout or otherwise finalize a service job until the status of that job has been set to Ready to invoice

To enable this setting:

1.  From the Blackpurl Header > click  then select System Settings

2.  From the System Settings Dashboard, click

3.  Open up the section Shop Settings 

4. Then move the toggle to enable the setting - To finalize a job the status must be Ready to invoice

5.  Once this new control is enabled, the user will not be able to checkout or otherwise finalize a service job 

until the status of that job has been set to Ready to invoice

The User will need to have the relevant User Permission: