You can convert an appointment to an estimate or repair order but not to a quote or parts-only ticket.
Converting Appointment Information
The information from the appointment converts to the ticket.
Complete these steps:
- Open an appointment.
- Click the New RO toolbar button to create a new repair order.
Click the New Estimate toolbar button to create a new estimate.
If there is only one appointment and no open repair orders or estimates for this customer and vehicle, you are prompted to select the Source, Profit Center, and Service Writer appears.
- When you click OK, a new repair order is created.
- If prompts when creating a repair order, those prompts appear. When you create the ticket, the information you selected is added to the ticket and the appointment.
- When the repair order is created, all labor, times, and technicians are added to the repair order.
- If the labor includes parts, the parts are added as well.
- If the time is modified on the appointment, and the labor has a fixed charge, and the labor charge is not equal to the labor time multiplied by the labor rate, the labor charge is recalculated.
If Tickets Are Already Open
If a ticket is already open for this customer and vehicle when converting, the Create Repair Order window opens.
Choose which items from the appointment to convert to an existing ticket or create a new ticket.
If There Are Multiple Appointments
If there are multiple appointments for this customer and vehicle, the following window appears. Here you can see there are multiple appointments; all are selected by default.
To select only the appointments you want to convert:
- Uncheck the Select All box.
- Double-click the appointments you do not want to convert to de-select them.
NOTE: After an appointment is scheduled, the date and time appear in the Appointments column of the progress windows on the main window.
Comments Convert to Service Requests
Comments are converted to service requests.
The appointment Comments appear on the Service Requests tab.
