ORDERS contain JOBS, which can include parts, labor, sublets and/or notes.

• Each order is associated with one customer and one vehicle.

• There are two types of orders:

  • Repair Orders: Containing parts, labor, sublets, miscellaneous items, and/or notes.

  • Counter Sales: Containing only parts and notes.

Each completed Repair Order goes through the following stages:

Note: Headings of different colors help distinguish the stage, or type, of order you are viewing.

1. Quotes

   • Quotes are unsaved orders, which can later be saved as Estimates or Repair Orders.

   • Quotes can have multiple jobs associated with them.

   • Quotes have pale yellow headings.

2. Estimates

   • Estimates are saved Quotes, which can later be saved as Repair Orders.

   • Estimates are assigned a number.

     • Note: A different number will be assigned when this is converted to a Repair Order.

   • Estimates have bright yellow headings.

3. Repair Orders

   • Repair Orders are assigned new numbers when saved, and can later be saved as Invoices.

   • Repair Orders have beige headings.

4. Invoices

   • An Invoice is a Repair Order that has been marked as final.

   • The only line items that can be added at this point are notes.

   • Invoices have blue headings.

     • Once cashiered, Invoice headings become gray.

5. Counter Sales

   • A Counter Sale contains only part and notes and does not need to be assigned to a vehicle or customer.

   • Counter Sales have green headings.

     • Once cashiered, Counter Sale headings become gray.

6. Jobs

   • Jobs are collections of related line items of any of the above order types.