A repair order in Perno Mechanics brings together customer and vehicle details, the reported problem, work performed, costs, payments and change history in one place. This allows workshop employees to track the progress of repairs and customer payments.
How to create and manage repair orders in Perno Mechanics
1. Open the order list
Go to Workshop operations → Repair orders.
On this page, you can browse orders, search by customer, registration number or VIN, and filter by status. To create an order, click + New repair order.
2. Select a customer and vehicle
Start typing the customer’s details in the Customer field, then select the correct person from the search results. If the customer is not yet in the system, use Add customer.
After selecting the customer, go to the Vehicle field and select their vehicle. If the vehicle is not listed, click + New vehicle to add it.
The vehicle list is available only after you select a customer and includes only vehicles assigned to that person. This helps prevent linking an order to the wrong vehicle.
3. Complete the order details
Complete the following fields in the Repair order form:
|
Field |
What to enter or select |
|
Order title |
The order title, such as “Brake pad replacement” or “Engine diagnostics”. |
|
Reported problem |
A description of the problem reported by the customer, including the symptoms and when they occur. |
|
Diagnosis |
Diagnostic results and findings about the cause of the fault. |
|
Work performed |
A description of the tasks and repairs performed. |
|
Assigned employee |
The employee responsible for the order. The list includes employees saved in Workshop setup. |
|
Status |
The current order status. In the form shown, the initial value is New. |
|
Expected completion |
The expected date and time of repair completion. |
The Customer, Vehicle, Order title and Status fields are required. The remaining information is optional and can be added as work progresses.
4. Save the order
Check the customer, vehicle and repair details, then click Save at the bottom of the form.
5. Add services and parts
Open the saved order and select Add item. Each item can represent, for example:
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a repair service;
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diagnostics;
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labour;
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a replacement part;
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an additional cost agreed with the customer.
For each item, enter a clear name, quantity and unit price. Enter amounts in standard currency format — for example, PLN 150.00 for a service costing PLN 150, without converting the amount to grosze.
6. Check the order total
Perno calculates the order total from the items you have added.
Before creating a payment request, check that the item names, quantities, unit prices and currency are correct, and that the total matches the scope of work agreed with the customer.
7. Track the change history
The order history records important actions, including:
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order creation and updates;
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adding or changing estimate items;
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creating a payment request;
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sending a message or payment link;
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recording a payment.
This allows you to review the order’s progress and hand work over to another employee without reconstructing information from separate notes.
8. Edit the order
To change the order details, open its actions menu and select the edit option. Update the relevant information, such as the diagnosis, work performed, assigned employee, status or expected completion date.
Click Save to save your changes, or Cancel to discard the edits. In either case, you will return to the same order.