Converting Estimates to Repair Orders

R.O. Writer includes a conversion wizard for ticket conversions. The conversion wizard guides you through the conversion process and allows you to

Conversion Wizard

The conversion wizard can be turned on and off in Configuration.

To Convert an Estimate to a Repair Order

In the job-based view, you select the labor items you want to convert. The wizard converts the parts associated with the labor automatically.

Complete these steps:

  1. Open an open estimate.
  2. Click the Convert toolbar button.
  3. The conversion wizard opens displaying a list of jobs on the current ticket.
  4. The Convert column displays which items will be converted:
    • A green checkmark indicates that the item will be converted.
    • A red X indicates that the item will not be converted.
  5. All items are selected by default.

    The Convert Estimate to Repair Order window with all items selected for conversion.

  6. In the Convert column, click the green checkmark to de-select the jobs you do not want to convert.
    • The green checkmark is replaced by a red X.
    • A green checkmark appears in the Keep Copy column. The job will remain on the original estimate.
  7. Click the Select All or Select None buttons when needed.
    • Click the Cancel button to exit without converting.
    • Click the Next button to continue converting.
  8. Click Next.
  9. The Destination window appears displaying all open repair orders.

    The Destination window.

  10. There are two options on this window:
  11. Click Next.
  12. Depending on your selections:
    • The new repair order is created and opens displaying the converted items.
    • The selected items are transferred to the selected repair order, which opens displaying all items (including the items just transferred).

Declined Items

If Keep Declined Items on RO/Est in Convert Wizard is checked in Configuration, Keep Copy on Est is checked automatically for declined items.

Non-Job-Based View

If the job-based view is not selected, the labor and parts are listed separately and need to be selected separately.

The conversion window in the non-job-based view.