Preparing Workorders With Estimates

The following are the steps to preparing a workorder that begins with an Estimate:

•Add a new workorder

•Set status to E

•Enter the client and vehicle data

•Enter the parts (if specified)

•Enter the labor

•Print the estimate and obtain a signature

•Change the status to I and convert

•Print the technicians worksheet

•Perform work

•Add additional parts

•Add additional labor

•Add recommendations

•Log any revisions

•Calculate the workorder totals

•Post the payment

•Print the invoice