The Glossary System is one of the most powerful productivity tools within MLS 2026. Proper planning and maintenance of:

•Labor Glossaries

•Parts Pick Lists

•Kits

can dramatically improve:

•estimate writing speed

•invoice consistency

•customer communication

•employee efficiency

This checklist is designed to help management:

•organize the system properly

•maintain consistency

•avoid duplicate entries

•improve workflow efficiency

throughout the business.

Initial Glossary Planning Checklist

Before entering large numbers of glossary items:

☐ Review the types of services your business performs most often

☐ Identify the major service systems

☐ Divide systems into logical service groups

☐ Standardize naming conventions

☐ Develop a logical coding structure

☐ Avoid duplicate service descriptions

☐ Decide how maintenance packages will be organized

☐ Determine standard pricing strategies

☐ Review employee workflow needs

Labor Glossary Checklist

Creating Labor Glossaries

☐ Create clear, logical glossary codes

☐ Use professional service titles

☐ Use ALL CAPS for major service headings

☐ Write detailed customer-friendly descriptions

☐ Avoid abbreviations whenever possible

☐ Use consistent formatting throughout descriptions

☐ Include labor units where appropriate

☐ Verify labor charges and pricing levels

☐ Verify taxable status settings

☐ Test glossary insertion on sample workorders

Description Quality Review

☐ Verify spelling and grammar

☐ Use professional wording

☐ Ensure descriptions clearly explain the work performed

☐ Use bullet or dash formatting for procedures when appropriate

☐ Remove outdated terminology

☐ Avoid vague repair descriptions

Linking Labor Codes

☐ Verify linked glossary codes exist

☐ Test linked operations on workorders

☐ Confirm all required services are included

☐ Avoid unnecessary duplicate linking

☐ Review maintenance package sequences carefully

Parts Pick List Checklist

Creating Pick Lists

☐ Use logical Pick List codes

☐ Write clear descriptions for each list

☐ Verify inventory part numbers exist

☐ Confirm normal service quantities

☐ Include all commonly required parts

☐ Verify special-order items are described properly

☐ Test Pick List insertion on workorders

Pick List Maintenance

☐ Remove obsolete inventory numbers

☐ Update superseded parts

☐ Verify substitute parts are correct

☐ Review quantity accuracy periodically

☐ Standardize repetitive repair packages

☐ Verify pricing consistency

Kit Setup Checklist

Creating Kits

☐ Use logical Kit codes

☐ Create clear Kit titles

☐ Verify all Pick Lists exist

☐ Verify all Labor Glossary codes exist

☐ Include all required labor operations

☐ Test Kit insertion thoroughly

☐ Verify pricing behavior

☐ Confirm package services appear correctly on workorders

Kit Pricing Review

☐ Decide whether Kit pricing will be:

•fixed package pricing

•itemized pricing

☐ Verify total charges are correct

☐ Review labor and parts presentation on invoices

☐ Confirm package pricing remains profitable

Glossary Chart Checklist

Reviewing Chart Data

☐ Review average labor charges periodically

☐ Review average labor times

☐ Compare pricing consistency

☐ Review unusual service variations

☐ Verify glossary code consistency

☐ Rebuild charts periodically when appropriate

Workorder Testing Checklist

Before releasing large glossary systems into daily use:

☐ Test Labor Glossary insertion

☐ Test Pick List insertion

☐ Test Kit processing

☐ Verify linked glossary behavior

☐ Confirm workorder editing functions properly

☐ Verify pricing calculations

☐ Verify taxable settings

☐ Review printed invoices and estimates

Employee Training Checklist

☐ Train employees on glossary lookup procedures

☐ Train service writers on code structures

☐ Review Kit usage procedures

☐ Demonstrate editing after insertion

☐ Explain linked labor operations

☐ Review pricing and estimate procedures

Periodic Maintenance Checklist

At least periodically:

☐ Review outdated glossary entries

☐ Remove duplicate services

☐ Update pricing

☐ Update labor units

☐ Review maintenance packages

☐ Verify inventory references

☐ Review Kit structures

☐ Rebuild chart data if needed

☐ Print Glossary Reports for review

Recommended Best Practices

For Best Results:

☐ Keep coding structures simple and logical

☐ Use consistent naming conventions

☐ Standardize repetitive services

☐ Avoid unnecessary duplicate entries

☐ Use Kits for major maintenance packages

☐ Review glossary reports regularly

☐ Keep descriptions professional and customer-friendly

☐ Test major changes before live usage

Final Glossary Reminder

The Glossary System is designed to:

•reduce repetitive typing

•improve estimate consistency

•standardize repair descriptions

•accelerate workorder creation

Businesses that carefully organize and maintain their: