RO Type List

Use the RO Type List to view and manage Repair Order (RO) Types used on service invoices. RO Types help categorize service work (ex: Retail vs Internal vs Warranty) and support type-based defaults and cash out behavior.

Where to find it

Go to Service → RO Type List.

Standard RO Types (preloaded)

The system includes standard RO Types out of the box:

• Retail
• Internal
• Warranty
• Multitype (used when an invoice includes more than one type)
  Dealers can also create their own RO Types to match their workflow.

What you can do on this page

This page is a list view where you can:

• Search for RO Types
• Filter the list
• Add a new RO Type
• Activate/deactivate RO Types

List columns (what you’ll see)

The RO Type List may include:

• Name
• Description
• Type
• Active
• Default

Add a new RO Type

1. Click Add RO Type
2. Enter the RO Type details (name and description)
3. Choose the Type (ex: Retail / Internal / Warranty)
4. Click Save
   The new RO Type will appear in the list and can be selected on service invoices (if active)

5. 

Activate / deactivate an RO Type

Use the Active setting to control whether an RO Type is available for selection.

• Active RO Types can be used on invoices
• Inactive RO Types remain in the list for history/reporting, but are not available for new selection

RO Types are just labels for the kind of service work being done, so the shop can route it correctly and report on it cleanly. Most dealers start with the standard buckets (Retail, Internal, Warranty, Multitype) and then add custom ones like Recon, Detail, Diagnostic, Recall, Fleet, Body Shop, Comeback, etc. RO Types make workflows clearer for the team and make totals/cash out/reporting easier by grouping similar work the same way every time.