Link to this article: https://support.driveshops.app/en/support/solutions/articles/70000672260
The Techs Rack tab offers a comprehensive overview of all Repair Orders (ROs), organized by employee. This allows for efficient management and tracking of RO progress.
The information at the top of the Techs Rack tab provides a summary of the repair orders.
Total Repair Orders - Displays the total number of RO cards currently visible. This count is affected by employee filters.
Attention - This shows the number of ROs requiring attention.
Over Due - Displays the number of ROs where the remaining work time exceeds the time remaining until the promised time, plus the threshold set in the "Pay attention to the repair order if the remaining work will be overdue XX hour(s)" setting.
Booked Hours - Displays the total estimated billed hours for all labor lines on ROs in progress for the current day and week to date. It is affected by employee filters.
Target Hours - Shows the target billed hours, calculated as the number of active technicians in the location multiplied by 8, then further multiplied by the number of open days in the week.
Completed Billed Hours - Shows the total billed hours for completed services in the current day and week to date. It includes only labor lines marked as 100% done by technicians and is affected by employee filters.
The Techs Rack is designed to provide a visual overview of which technicians are assigned to which open Repair Orders, allowing for efficient job management and assignment.
- Customize: Clicking the Customize button reveals a dropdown menu listing all active technicians.
- Users can toggle technicians to show or hide their respective RO cards on the screen.
- Technicians in the dropdown can be dragged and dropped to change the order in which their RO cards are displayed on the Techs Rack.
- Each user can customize the columns they want to see displayed on the Techs Rack.
- Unassigned Tile: This is a default tile that appears and displays Repair Orders where the labor lines or the entire RO are marked as Unassigned. It also shows the total billed hours of unassigned repair orders. The background color of the Unassigned tile is white.
- Technician Tiles: Below the header tiles, Open Repair Orders are displayed in card mode, grouped under each technician selected in the Customize.
- Clicking on a Repair Order card will open a trowser allowing users to view and edit the Repair Order.
- Clicking on a Repair Order card will open a trowser allowing users to view and edit the Repair Order.
- Communication Icon: A chat icon may appear near the technician's information on the RO Card. Clicking this icon will open the Team RO tab in the communication drawer with the specific Repair Order number selected.
- Search: A search bar is available to search across RO Number, Customer Name, Vehicle information, and Markers.
- Collapse/Expand: Buttons are available to expand or collapse all Repair Order cards simultaneously.
Repair Order Card Display
Repair Order cards on the Techs Rack will only appear if the corresponding Repair Order is in a workflow step that has the "Show Vehicle on Active Tab in Tech View" checkbox checked in the Workflow settings. This setting determines which ROs are intended for technician visibility.
Technician Tile Colors
The background color of a technician's tile indicates their current status related to clocking in on events or Repair Orders:
- White: The technician is clocked out, or the RO is not assigned to any tech.
- Blue: The technician is clocked in on an event or a Repair Order, or is on a break or lunchtime and has not exceeded the allotted time.
- Red: The technician is on a break or lunchtime and has exceeded the allotted time, OR the technician clocked in and is late. The red color may also flash if the break or lunch time is over.
Drag and Drop Functionality
Users can drag and drop Repair Order cards between technician tiles to reassign the ROs.
- Dragging a RO from one technician's tile to another will replace the original technician with the new technician assigned to the RO. For example, moving a RO from Technician A to Technician D will change the assigned technicians of the RO from Technician A and Technician B to Technician D and Technician B.
- If a Repair Order is dragged and dropped onto the Unassigned tile, the Technician assigned to that RO will be changed to Unassigned.
- The clocked hours of the old technician are retained when a RO is dragged and dropped to a new technician.
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