Changing Ticket Status

Estimates and repair orders have certain statuses that you can use to track them through the customer intake, payment, and finalize process. Use these statuses to track the status of work.

The Status/Comments column in the Work in Progress (WIP) Window displays the Status, if it is anything other than Open.

There is no Status column on the Estimates in Progress Window because only Open estimates appear on in the list. When an estimate is saved, it is removed from the list.

To Save or Delete Estimates

Estimates in an Open status appear on the Estimates in Progress window until you convert it to a repair order or change the status.

Complete these steps:

1. Open the estimate.
2. Click the Other Information Tab.
3. Click the Change Status button .

4. Select Save or Delete.
5. Click OK.

Estimate Statuses

This table describes the estimate statuses that ship with R.O. Writer. You cannot sort or filter by Status on the Estimates in Progress Window because there is nothing to sort; only estimates with an Open Status appear.

Status	Description	How is This Status Assigned?
Open	This is the default status when an estimate is Created Converted from a repair order Reopened from History Only estimates with this status appear on the Estimates in Progress Window.	By R.O. Writer
Save	Change the estimate to this status to save the estimate to History, which removes it from the Estimates in Progress window.	By you
Delete	Change the estimate to this status to delete it, which removes it from the Estimates in Progress window and R.O. Writer. Deleted estimates do not appear in History. There is no way to retrieve a deleted estimate.	By you

NOTE: You cannot create custom statuses for estimates.

To Change the Repair Order Status

There are two ways to change the repair order status:

• On the WIP window
• On the Other Information tab

To Change Status on the WIP Window

Complete these steps:

1. Select the repair order in the list.
2. Click the Status button in the header.
3. Select the new Status from the dropdown list.

4. Click OK. The new status displays in the Status/Comments column.

To Change Status on the Other Information Tab

Complete these steps:

1. Open the repair order.
2. Click the Other Information Tab.
3. Click the Change Status button .

4. Select the new status in the dropdown list. (The dropdown list contains both the default and custom statuses.)
5. Click OK.
6. The new status displays in the Status/Comments column.

NOTE: Click the to open the Status Configuration setting where you can add a status and apply it to the repair order immediately.

Default Repair Order Statuses

This table describes the statuses that ship with R.O. Writer.

Status Name	Description	RO in WIP?	Appears in Status Column?	Status Assigned?
Open	This is the default status when a repair order is Created Converted from an estimate Reopened from History "Open" does not appear in the Status/Comments column. If that column is blank, it means the Status is Open and there are no repair order notes.	Yes	No	When you open a ticket.
Closed	R.O. Writer changes the repair order to this status after full payment has been processed. Closed repair orders are removed from the WIP window and moved to History automatically.	No	No	When you finalize a ticket.
On-Hold	Change the repair order to this status if the work is on hold for any reason.	Yes	Yes	When you choose it.
Expected In	Change the repair order to this status if the customer is expected to arrive for service soon but is not in the shop yet.	Yes	Yes	When you choose it.
Finished	Change the repair order to this status if the work is finished but the customer has not paid yet.	Yes	Yes	When you choose it.
Void	Change the repair order to this status if you want to void it. Voided repair orders are removed from the WIP window and moved to History automatically. Voiding a repair order removes all parts and labor detail to make sure your reporting is accurate but keeps the total dollar amounts. The repair order number cannot be assigned to a new repair order but is shown as voided in History.	No	No	When you choose it.

These appear in the Status dropdown list on the Work in Progress (WIP) Window so you can sort the list based on Status.

NOTE: Up to 10 custom statuses can be added for repair orders in the Status setting in Configuration.