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Create a work order from an inspection
Create a work order from an inspection

Сreate a new work order by converting an existing inspection

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Written by Allie Ray
Updated over 6 years ago
  • On the Home screen, tap Inspections, and then on the Inspections screen, tap the appropriate inspection.

Tip If you want to create a work order from an inspection created by another technician from your team, tap the Team button at the bottom of the screen. 

  • Tap Create Work Order, if needed, make changes on the Vehicle Info screen, and then swipe left or tap right-pointing arrow.

  • If needed, make the appropriate changes on the Services screen, on the Claim screen, and then on the Summary screen, tap Save.

Tip To create an invoice from the work order, turn on the Create Invoice option and then tap Save on the Summary screen.

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