Creating New Appointments from an Order
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From the Main shortcut bar, select New Estimate or Repair Order.
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Result: A new blank quote form displays, with the Job View tab selected.
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Create an order as described in Creating New Estimates or Repair Orders.
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Note: Instead of clicking Save as Est, click Save as Appointment.
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Result: The New Appointment window opens.
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Complete the New Appointment window as described in the New Appointment article.