• On the Home screen, tap Add, and then tap New Work Order.
  • On the Select customer screen, tap the appropriate customer.

Tips 

  • If the customer list is long, tap Search to find the customer.
  • If the customer is not in the list, tap Add to create the new customer. You can add retail customers only. 
  • If the Retail mode is on, but the customer is wholesale, tap the Wholesale button at the bottom of the screen to turn on the appropriate mode. 
  • On the Vehicle Info screen, enter vehicle details.

Tip To move between work order wizard steps, swipe left or right, tap the left-pointing arrow or the right-pointing arrow, or tap the screen title, and then tap the appropriate wizard step.

  • On the Services screen, tap the circle next to the appropriate service(s) that you want to add to work order, and then tap the Selected button.
  • To change service price and quantity, tap the service and make the appropriate changes.
  • On the Claim screen, enter claim details.
  • 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.

Did this answer your question?