Service Kits
Pre-defined parts + labor bundles to fast-fill work orders. Apply a kit and every line is in place in one tap.
Service Kits
A service kit (a "service task template") is a pre-defined bundle of parts and labor that you apply to a work order in one click. A "Major Service" kit might bundle a 5-quart oil change, an oil filter, an air filter, and an hour of labor. Apply it to a WO and every line drops in — current pricing snapshotted, parts auto-resolved against your inventory, labor auto-mapped to your service tasks.
Access kits from the sidebar under Fleet Management → Service Library → Service Kits.
Kits vs Tasks
These two concepts work together but solve different problems:
- Service Tasks — atomic maintenance actions (Oil Change, Tire Rotation). One task = one labor line.
- Service Kits — bundles of parts + labor. One kit can contain many parts and many labor lines, often referencing several service tasks.
If you find yourself adding the same five things to every Major Service WO, build a kit. If you find yourself recording the same single labor entry repeatedly, define a service task instead.
Globals vs Tenant-Owned Kits
Like service tasks, kits come in two flavours:
- Global — Yipii-maintained starter kits (Major Service, Minor Service, Brake Service, Cooling System Service). Read-only for normal users.
- Tenant-owned — your own bundles, fully editable.
Globals appear in the same list with a Global badge. Apply them as-is, or create your own kit with shop-specific quantities and labor times.
Statistics Cards
- Total Kits — global + tenant combined
- Your Kits — tenant-owned kit count
- Parts Lines — total parts across all kits
- Labor Lines — total labor entries across all kits
List View
Columns
| Column | Description |
|---|---|
| Name | Kit name (with Global badge if applicable) |
| Description | Short explanation of what the kit covers |
| Parts | Number of part lines in the kit |
| Labor | Number of labor lines in the kit |
| Scope | Tenant or Global |
Filters
- Scope — Tenant or Global
- Saved Views — pin your common filters
Building a Kit
Click New service kit in the top right. The form has three sections:
Basic Information
- Name (required) — e.g., "Major Service", "Annual Inspection Kit"
- Description — explain what the kit covers; mechanics see this when picking it on a WO
Parts
A repeating row of parts the kit should add to a work order. Each row:
- Part — pick from your inventory (or leave blank for free-text)
- Part Name (free-text) — fallback for parts not in inventory
- Manufacturer — optional disambiguation hint
- Quantity — how many units the kit consumes per application
Labor
A repeating row of labor entries. Each row:
- Service Task (optional) — link to a defined service task. When set, downstream flows treat the labor row as an instance of that named task.
- Task (snapshot text, required) — descriptive label that appears on the WO labor line
- Default Duration (hours) — typical labor time
- Default Hourly Rate — labor rate to apply when the kit is used
The Service Task link is the load-bearing field — it lets reports group by named task even though the kit is what got applied. If you skip the link, the labor row stays as free text on the WO.
Applying a Kit to a Work Order
On any work order, the Apply Kit button (in the Parts & Labor tab) opens a kit picker. Select a kit and confirm; each part and labor row from the kit is added to the WO with live pricing snapshotted at apply time.
What's snapshotted at apply time:
- Part
unit_price— current price from inventory; later inventory price changes don't retroactively affect the WO - Service task
default_duration_hoursanddefault_hourly_rate— current task defaults; later task changes don't retroactively affect the WO - Part name and manufacturer — text snapshot so the line still reads correctly even if the underlying part is later deleted
Apply-time resolution rules for parts:
| Source | Resolution |
|---|---|
part_id set and part exists | Live link, current unit_price, in_stock shown |
part_id set but part deleted | Snapshot text, no live link, unmatched: true |
part_name only | Free-text line, no link to inventory |
You can swap any unmatched line for a live inventory part inline on the WO — no need to re-edit the kit.
Kit changes don't ripple
Editing a kit doesn't retroactively update work orders that have already applied it. WOs are snapshots in time. Going forward, the new kit definition is what gets applied.
Editing a Kit
Click any kit name to open the editor. Globals show a "View" button — you can read the bundle but not change it. Tenant-owned kits are fully editable.
The form keeps parts + labor as local arrays; on save, the server replaces children wholesale (no per-line API churn). That means saving is one round trip regardless of how many lines you've added or removed.
Deleting Kits
Tenant-owned kits support delete. Work orders that already had the kit applied are unaffected — their parts and labor are independent records once the kit was applied.
Globals can't be deleted by tenant users.
Permissions
| Role | Service Kit Access |
|---|---|
| Admin / Fleet Manager | Full create, read, update, delete on tenant kits; read-only on globals |
| Office Staff | Read all, apply to WOs |
| Mechanic | Read all, apply to WOs |
| Driver / Inspector / Reports Only | Read-only |
Best Practices
- Build kits around shop reality. Every shop has 4–8 services it does over and over (Major Service, Minor Service, Brake Service, Tire Rotation Combo, etc.). Build a kit for each.
- Link labor to service tasks. The
service_task_idlink unlocks reporting by named task — without it you're back to free-text labor lines. - Keep parts on the task, not the kit. If "Oil Change" always uses the same oil filter, put the filter as a default part on the task, not on every kit that contains the task. Single source of truth.
- Don't duplicate kits. If you have "Toyota Major Service" and "Honda Major Service" with 80 % overlap, prefer one kit and override per-vehicle on the WO. Less drift, easier maintenance.
- Name kits for a person, not a system. "Annual Service" tells a mechanic what it's for. "ANN-SVC-V2" doesn't.
FAQ
What happens to a WO if I delete the kit it was applied from? Nothing. Once a kit is applied, the WO has its own parts and labor records — the kit is just the source they came from. Deletion only stops new work orders from picking up that kit.
Can a kit reference another kit? No — kits don't nest. If you need a "kit of kits", apply each component kit to the WO in turn.
My kit's part is showing as unmatched. What changed? The original part was deleted from your inventory. The snapshot text still appears on the WO; pick a replacement part inline on the WO line if you want a live link.
Can drivers apply kits? No — driver role doesn't see the apply button. Mechanics, office staff, and admins do.
Related Features
- Service Tasks — atomic task definitions that kits' labor lines reference
- Service Schedules — schedule a kit's tasks to recur on a fleet asset
- Work Orders — the place kits actually get applied
- Parts Inventory — the source of part records that kits link to
Need Help?
Contact your organization administrator or the Yipii support team for assistance with service kit setup, global seeding, or apply-time resolution.