Create an Order.

• See Creating New Estimates or Repair Orders.

Assign a Customer and Vehicle.

Add at least one Job.

Click Save As Est.

• Note: A Customer must be selected and at least one Job added before the order can be saved.

• After you save an Order as an Estimate, the field headings become bright yellow and it is assigned an estimate number.

• After closing the saved Order you can access the order in the Work in Progress window.