Click on the Sales Tile
Once landing on the "Active Invoices" page click the + New Estimate button
Search or add the customer with the buttons shown, or enter in the customer name directly.
Once the customer has been selected or added choose from any existing unit or click the Add button
When the Add button is used use the Lookup Unit option then click OK
Use the drop down menus to filter out the model needed for the repair order or use the VIN search option on the right.
Once the filters are set or VIN search is used, double click on the unit that will be used on the repair order or click add selected.
The unit information will show along with additional boxes to add VIN, Engine Number, License Plate info and notes. Click Save once done.
Click Convert to RO and proceed with the Repair Order as normal
Note: Before going into the job, users may click on the Print icon to access the Job Tech Sheet.
Note: These sheets can be printed at any point during the estimate or repair order.
Support
For additional support or questions regarding functionality, you can contact our customer support team in a number of ways shown below. Again it is mandatory for dealers to get with their accounting and business departments to understand the rules and regulations for your local, state, and federal laws.
