What's New: From within a major unit quote or deal dealers can now start a service request as an Estimate.  See example below. Note: dealers can still start the request as an RO normally as well.


Click the three dots in the upper right hand corner, then choose Service Invoices from the drop down



Click Create WE



The invoice number now shows in the upper left hand corner click Go To Invoice as normal 



The estimate invoice number now shows as normal in the upper left hand corner.  



Note: Users will still need to Convert To RO if parts are requested for the invoice