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

• Choose which items you want to convert.
• Choose which items to leave on the original estimate.
• Create a new repair order with the items you choose to convert.
• Add the items you choose to convert to an existing repair order.

Conversion Wizard

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

• If the R.O. Conversion Wizard box is checked in Configuration, the conversion wizard windows appear when you click the Convert toolbar button.
• If the conversion wizard is not turned on, the conversion wizard windows are skipped and all jobs and associated parts are converted to a new repair order automatically.

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.
   • The conversion wizard opens displaying a list of jobs on the current ticket.
   • 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.
   • All items are selected by default.

     

3. 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.
4. 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.
5. Click Next.

6. The Destination window appears displaying all open repair orders.

   

7. There are two options on this window:
• Create a new ticket with selected items.
  • Select to create a new ticket with the selected items.
  • Selected by default if there is no existing ticket for the customer and vehicle.
• Transfer the selected items to an existing ticket.
  • Select to transfer the items to an existing ticket. You will need to select the ticket.
  • Selected by default if there is an existing ticket for the customer and vehicle.
8. Click Next.
9. 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.

• This converts declined items and keeps a copy of the declined items on the original estimate is history.
• You can check and uncheck any 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.