Link to this article: https://support.driveshops.app/support/solutions/articles/70000668902-workflow-tab/

The Workflow tab helps users manage repair orders (ROs.) It displays ROs in a card or list format, organized by workflow steps. Users can move these cards between workflow steps to update the RO status. The workflow steps and their order are customizable in the Workflow Settings screen.

The information at the top of the Workflow 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 Workflow tab displays all workflow steps in the order defined on the Workflow Settings screen. Users can drag and drop RO cards between these workflow steps to update their status. ROs appear under the first workflow step by default when created or converted from an estimate. Posted ROs, which have been converted to invoices, do not appear on the Workflow tab. Each workflow step displays:

• The number of RO cards under that step

• The total completed billed hours for all RO cards under that step.

• The total billed hours for all RO cards under that step.

Dragging and Dropping RO Cards

Dragging and dropping an RO card to another workflow step updates the RO status and performs additional actions:

• The clocked hours of the old technician are retained.
• The old technician is replaced by the new technician assigned to the target workflow step.
• If dropped on the Unassigned tile, the technician on the RO is set to Unassigned.
• If dropped on a workflow step with the "Send Email to Customer" checkbox checked, the workflow step email is sent to the customer automatically.

The Workflow tab is a powerful tool for managing repair orders in a visually intuitive way, enabling users to track progress, assign tasks, and communicate effectively within the SMS application.