Ticket Toolbar

When a ticket is created, a toolbar appears across the top of the ticket window.

the ticket toolbar.

The following table describes the buttons in the ticket toolbar.

Button

Name

Description

the smart ejobs toolbar button.

Smart eJobs

This button appears if Smart eJobs is enabled.

Configuration module > Configuration menu > Repair Order > Catalog Options > Use Smart eJob option checked:

Click this button to add a Smart eJob to the ticket. Smart eCat opens to the Smart eJob tab. (Smart eCat must be enabled.)

the smart jobs toolbar button.

Smart Jobs

This button appears if Smart eJobs is not enabled.

Configuration module > Configuration menu > Repair Order > Catalog Options > Use Smart eJob option unchecked:

Click this button to add a Smart Job directly to the open ticket. Smart eCat does not open; instead, the Smart Jobs window opens.

the add labor toolbar button.

Labor

Click to add a labor operation (jobs). Jobs often include parts but not always.

the add parts toolbar button.

Part

Click to add a part to the open estimate or repair order. The Edit Parts window opens where you can search for the part in the part number and description fields.

the dropdown menu expanded form the kits toolbar button.

Kits

Click to add a part kit to the open estimate or repair order. There is also a dropdown menu of other options.

Estimate Search	Click to search for estimates and repair orders.
Create Kit	Click to create a part kit.

the local history toolbar button.

History

Click to open the Local History for the customer and vehicle.

the services toolbar button.

Services

Click to see recommended Services for this vehicle.

the checklist toolbar button.

Checklist

Click to see the Service Checklist for this vehicle.

the fleet toolbar button.

Fleet

Click to open the Fleet Wizard to assign the vehicle to a fleet. This is how you create a fleet invoice.

The Print repair order toolbar button.

Print RO

Click to print a repair order.

See Printing Repair Orders, Estimates, and Work Orders.

Print Est

Click to print an estimate.

See Printing Repair Orders, Estimates, and Work Orders.

the print work order toolbar button.

Print WO

Click to print a work order for the ticket.

See Printing Repair Orders, Estimates, and Work Orders.

the send email toolbar button.

Send Email

This button is active only if email is set up properly in Configuration > File Menu > Email Setup. Click to send an email to this customer.

You must have a valid email entered for this customer.

the estimate authorization toolbar button with green background

Est Auth

Click to authorize the estimate or repair order. See Authorizing Estimates and Repair Orders.

This button indicates if the ticket needs to be authorized (with red) or is authorized (with green).

the scheduler toolbar button.

Scheduler

This button appears on the toolbar ONLY if Scheduler is enabled in Configuration.

Click this toolbar button and Scheduler opens displaying the details of the open ticket.

Calendar

This button does appears when Scheduler is NOT enabled in Configuration. This is the default button.

Click it to open the Calendar application.

the convert toolbar button.

Convert

Click to convert

An estimate to a repair order - see Converting Estimates to Repair Orders
A repair order to an estimate - see Converting Repair Orders to Estimates

The finalize toolbar button.

Finalize

This button appears only on repair orders because only repair orders can be finalized.

See Finalizing Repair Orders.