Creating New Tickets

There are buttons in the main toolbar for each type of ticket you can create.

The following table describes the toolbar buttons you can click to create tickets.

Toolbar Button

Click to Create a …

Description

The new estimate button in the main toolbar.

New estimate

You are prompted to search for and select a customer and then the customer's vehicle. When both are selected, the estimate window opens displaying the Parts/Labor Tab.

The new repair order button in the main toolbar.

New repair order

You are prompted to search for and select a customer and then the customer's vehicle. When both are selected, the repair order window opens displaying the Parts/Labor Tab.

The new phone quote button in the main toolbar.

New phone quote

The estimate window opens to the Parts/Labor Tab with no customer or vehicle selected.

The new parts-only estimate button in the main toolbar.

New parts-only estimate

The parts-only ticket window opens.

You cannot finalize parts-only estimates.

The new parts-only invoice button in the main toolbar.

New parts-only invoice

The parts-only ticket window opens.

You can finalize parts-only invoices.

NOTE: In Configuration, you can prompt the user to enter specific information such as service writer, mileage, and profit center when creating a ticket. A prompt appears for each required item immediately after the customer and vehicle are selected.

The topics in this section include: