Creating New Tickets

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

To create a new estimate, click the New Est toolbar button .

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.

To create a new repair order, click the New RO toolbar button .

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.

To create a new phone quote, click the Phone Quote toolbar button .

A blank estimate opens to the Parts/Labor Tab.

To create a new parts-only estimate, click the Parts Est toolbar button .

The modified parts-only ticket window opens. You cannot finalize a parts-only estimate; you need to convert it to a parts invoice first.

To create a new parts-only invoice, click the Parts Inv toolbar button .

The modified parts-only ticket window opens. You can finalize a parts-only invoice.

Prompts for Required Information When Creating New Tickets

In Configuration, you can require that certain information such as service writer, mileage, and profit center are entered before the ticket can be created.

You can modify the information that is required in the following Configuration settings:

• R.O. Options - When Opening a New R.O.
• Required Entries

When these items are required, you are prompted to enter the information immediately after the customer and vehicle are selected.

The topics in this section include (each link opens a new topic):