Product Support
New Estimates, Repair Orders and Counter Sales
Creating New Estimate or Repair Orders
Creating New Estimates or Repair Orders
Adding New Jobs
Creating New Appointments from an Order

Creating New Appointments from an Order

  1. From the Main shortcut bar, select New Estimate or Repair Order.

    • Result: A new blank quote form displays, with the Job View tab selected.

  2. Create an order as described in Creating New Estimates or Repair Orders.

    • Note: Instead of clicking Save as Est, click Save as Appointment.

    • Result: The New Appointment window opens.

  3. Complete the New Appointment window as described in the New Appointment article.