Symptoms & DTCs – Select from a list of system-created symptoms or DTC descriptions.
Notes - Enter a Description to one of the following:
Discount - Add a Description and Price to one of the following:
Add or update Service Writer and Technician
The Service Writer and Technician fields will be prefilled if someone was marked as Default in Settings.
Click the dropdown and select another person or type in a name if the person has not yet been added.
Set a Proposed Completion Date (Optional)
Select a date and time from the calendar popup.
Convert the draft into a permanent document - Select a document type at the top of the page to convert your draft into an Estimate, Repair Order or Invoice.
Once a document is converted from a draft into a different document type, it can no longer be deleted.
Selecting Repair Order will ask you for Authorization Details. If Authorization is not required in your location, turn off the Required toggle button at the top right corner in order to continue without filling in the authorization information.
Selecting Invoice without a customer selected will display the customer as “Counter Sale”.
Apply a payment – From an invoice, click Post Payment and fill out your Payment Details:
Method of Payment
Reference ID (Optional)
The payment history will now be available from the Payment Details button at the bottom right corner of the Invoice screen.