When working on fleet vehicles in your shop, it is important to track the PO# for the repair. The PO# serves as an official record authorizing the repair being done on the fleet vehicle, and helps create accountability for the fleet business as proof the service was approved and completed.
In Tekmetric, when you create a repair order for a business customer, you will be able to add the PO number on the RO. To find the PO field, it'll be listed in the RO sidebar at the top right corner (see screenshot below).
NOTE: If you do not see the PO# field, please make sure the customer is a Business customer type, and not a Person.
Once a fleet business approves work on a vehicle, you should add the PO# to the repair order. This will then be printed on the estimate, invoice, and A/R statement to help the fleet business reconcile and match invoices with the corresponding service request.
Below are screenshots of where your fleet customers can find the PO# on their documents.
Estimate Link or PDF
Invoice Link or PDF
A/R Report
A/R Statement for Fleet Customer
