Authorizing Repair Orders
Some states require estimates, or any changes to an estimate, to be authorized by the customer before work is performed.
Enabling Repair Order Authorizations
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Click Setup >> User Options >> General.
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Click the Enable R/O Authorization check box.
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Click Update.
Authorizing Repair Orders
When creating a Repair Order
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From the Estimate, click Create R/O.
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Select or enter an Authorizer >> select a Contact Method >> enter Contact Details (optional) >> click Authorize.
When changing a Repair Order
Note: Once Enable R/O Authorization has been activated, a red Authorization Required notification will appear on the Work screen when a change is made to the Repair Order.
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Click Authorization Required.
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Select or enter Notes (optional) >> Authorizer >> Contact Method >> Contact Details (optional) >> click Authorize.
Reviewing the Repair Order Authorization History
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From the Repair Order Authorization pop-up, click History.
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Note: You can also access the Repair Order Authorization History by clicking Authorized on.
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The Repair Order Authorization History will appear.
