Ticket Toolbar

The following toolbar appears across the top of the ticket window for all quotes, estimates, and repair orders:

The main toolbar.

The following table describes the ticket toolbar.
Button	Name	Description
	Smart eJob	Click to add a Smart eJob to the ticket. Smart eCat opens to the Smart eJob tab. (Smart eCat must be enabled.) The Smart eJobs button appears only if Smart eJobs is checked in Configuration (Configuration menu > Repair Order > Catalog Options > Use Smart eJob). NOTE: The Use Smart eJob box is active only if you are licensed and configured for Epicor.
	Smart Jobs	Click to add a Smart Job directly to the open ticket. The Smart Jobs window opens where you select a Smart Job. The Smart eJobs button appears only if Smart eJobs is unchecked in Configuration (Configuration menu > Repair Order > Catalog Options > Use Smart eJob). NOTE: The Use Smart eJob box is active only if you are licensed and configured for Epicor.
	Smart Oil	Click to add a Smart Oil Smart eJob to the open ticket. Smart eCat opens to the Smart Oil tab.
	Labor	Click to add a labor operation. If the labor includes parts, those parts are added to the ticket when the labor is added.
	Part	Click to add a part. The Edit Parts window opens where you can Search for parts in the Part Number and Description fields and Add a part to the open ticket.
	Kits	Click to see a list of available kit options: Click Parts Kit to add a parts kit to the open ticket. Click Create Kit to create a parts kit.
	Estimate Search	Click to search for current and past tickets.
	History	Click to open the Local History for the customer and vehicle.
	Services	Click to see recommended Services for this vehicle.
	Checklist	Click to see the Service Checklist for this vehicle.
	Fleet	Click to open the Fleet Wizard to assign the vehicle to a fleet. This is how you create a fleet invoice.
	Print RO	Click to print a repair order. R.O. Writer follows the process for printing tickets. Whether you print the ticket to a PDF or a printer, a PDF file is always created with a name R.O. Writer assigns and a attached to the Reference tab. This toolbar button remains active even when the ticket is locked.
	Print Est	Click to print an estimate. R.O. Writer follows the process for printing tickets. Whether you print the ticket to a PDF or a printer, a PDF file is always created with a name R.O. Writer assigns and a attached to the Reference tab. This toolbar button remains active even when the ticket is locked.
	Print WO	Click to print a work order for the ticket. This toolbar button remains active even when the ticket is locked.
	Send Email	Click to send an email to this customer. You must have a valid email entered for this customer. NOTE: The Send Email toolbar button is active only if email is set up properly in Configuration (File menu > Email Setup). This toolbar button remains active even when the ticket is locked.
	Text Message	Click to open the Ticket Text Messages window to see the text messages from the customer. The ticket number appears in the title bar of the window but not in message history. A red indicator appears when a new text message has been received from the customer. This toolbar button remains active even when the ticket is locked.
	Est Auth	Click to authorize open tickets by contacting the customer. An indicator line often appears below the image to let you know the status of the authorization. No line means the ticket does not need to be authorized (yet). A red line means the ticket needs to be authorized. (The red line appears again if the ticket needs to be re-authorized.) A green line means the ticket has been authorized.
	Scheduler	Click to open Scheduler. NOTE: The Scheduler toolbar button appears only when Scheduler is enabled in Configuration.
	Calendar	Click to open Calendar. NOTE: The Calendar button appears only when Scheduler is not enabled in Configuration.
	Convert	Click to: Convert a quote to an estimate or repair order. Convert an estimate to a repair order. Convert a repair order to an estimate.
	Finalize	Click to finalize the repair order, which includes processing the final payment. The Finalize button appears only on the repair order toolbar because only repair orders can be finalized.
	Unlock	Click to unlock a ticket. A prompt appears notifying you that the ticket is locked by a specific user on specific machine. The Unlock button appears in the ticket toolbar only if the ticket is locked.

NOTE: Parts-only tickets have a smaller toolbar limited to the features and functions available only for parts-only tickets.