Repair Orders

A Repair Order (RO) is the document that tracks work on a customer's vehicle from estimate to invoice. Most of your day at the counter happens on or through an RO.

In this section

• Creating an RO — opening a new repair order against a customer and vehicle.
• Specifications — factory specs for the vehicle on the RO: oil, torques, fluid grades, reset procedures.
• Adding Parts — adding parts (in-stock or PartsTech) and labor lines.
• Adding Coupons — applying discounts before close.
• Declining Jobs — recording recommended work the customer doesn't authorize.
• Closing an RO — taking payment and invoicing.

Sourcing parts that aren't on the shelf

Once a PartsTech part is on the RO, the Order / Receive / Return flow lives in Outside Purchases. For stocking the shelves, see Inventory Purchase Orders. Same words ("Received," "Returned") show up across all three — the screens and steps are different.