Adding Repair Orders to the Schedule
You can add an existing Repair Order (R/O) from the Work tab or create an R/O from the Schedule tab.
Schedule an existing R/O:
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On the Work tab, select Assign R/O.
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Note: If the document is in Estimate status, it will be converted to an R/O when Assign R/O is selected.
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On the Schedule tab, locate the R/O in the R/Os Awaiting Assignment list.
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Click and drag the R/O to the preferred location on the Schedule.
Schedule a new R/O:
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On the Schedule tab, select New R/O
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Fill in the information on the Create New R/O screen >> select Save.
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On the Schedule tab, locate the R/O in the R/Os Awaiting Assignment list.
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Click and drag the R/O to the preferred location on the Schedule.
This process will create a blank repair order with no associated parts and labor information.
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It is recommended to add parts, labor and any additional details to complete the R/O.
Add details and make changes to a scheduled R/O:
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Double click on the top line of the scheduled R/O.
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Click the green check mark.
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Complete the R/O by adding any necessary details.
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Click Update R/O.