Product Support
How To: Articles
Saving and Converting Repair Orders
Saving Orders as Estimates
Saving Orders as Repair Orders
Saving Repair Orders as Invoices
Converting Invoices Back to Repair Orders

Saving Orders as Repair Orders

  1. Create a new Estimate or Repair Order.

  2. Assign a customer and vehicle.

  3. Add at least one Job.

  4. Click Save As RO.

    • Note: You can also save Orders as Repair Orders from the Work in Progress window.

    • A customer must be selected and at least one Job added before the Order can be saved.

    • Once an Order is saved as a Repair Order, it is assigned a Repair Order number.