Deferred work: declining items and bringing them back
Record what the customer turned down, see it the next time they come in, add it to the new ticket in one click, and measure what you recover.
Customers say no to recommended work all the time. Deferred work keeps that "no" on the record so the next visit starts with "last time we recommended..." instead of a blank page.
Standard plan: Declining lines, the Deferred Work card, and the Declined Work report are included with Standard and Pro. Automated reminder emails about deferred work are a Pro feature; see Service reminders.
Declining a line #
- Add the recommended work to the ticket as normal, with the price you quoted.
- Click the ban button beside the line. The Decline Item window explains that the line stays on the order for the record but is left out of the totals.
- Optionally type a Reason, such as "wants to wait until next visit", and click Decline item.
The line turns faded with a yellow Declined badge. It is left out of the totals, the margin, and the invoice checks, and it does not reserve or deduct stock. On the printout it appears struck through and marked (DECLINED), so the customer leaves with the recommendation in writing.
Clicked by mistake? The same button becomes Restore this item.
Declined lines become deferred work when the ticket is invoiced. Declines on an estimate that never becomes an invoice are not kept.
The Deferred Work card #
Whenever a customer is selected on New Work Order, opened on an existing ticket, or viewed on their customer page, a Deferred Work card lists what is outstanding, with a count badge.
- Use the vehicle selector to show All vehicles or just one. On a ticket it starts on the ticket's vehicle.
- Yellow Declined rows show the part number, quantity and quoted price, when and on which ticket it was declined, and the reason.
- Blue Due rows are recurring services (Pro) that are due again, with when they were last done.
- Rows may show reminded N× when reminder emails have gone out.
Adding it to the ticket #
On an open ticket, click Add on a row. A line is added to the ticket, pre-filled from the original quote, and the row shows Added. When this ticket is invoiced, the deferred item is marked done and drops off the list.
Flux also notices on its own: if a later invoice for the same customer or vehicle has a line with the same part number or the same description, the deferred item is marked done.
Dismissing #
Click the × on a row when the work is no longer needed (the car was sold, the work was done elsewhere). It is removed from the card and no reminders are sent for it.
Measuring it #
Reports › Declined Work totals what was declined in a period, how much is Still open, how much was Recovered as later sales, and how much was Dismissed, with every line listed. Use it to see which recommendations are coming back and which are not.