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DealerTeam

Create Repair Order from Appointment

Advisors and other system users are able to create a repair order directly from the appointment.  Appointment details such as Customer, Mileage, Vehicle and Appointment Lines are carried forward to the Repair Order.

Goal

Convert a Service Appointment into a Repair Order using one click. 

First Step

After a Service Appointment has been saved it will display in the Scheduler. Locate the service appointment on the scheduler by using the filters to sort by location, techs/advisors, day, works week, or timeline week.  

scheduler with appointments

Second Step

Hover the cursor over the scheduled appointment. In the example below, the cursor is hovering over the larger color block but not visible. Two buttons will display in the top right corner. 

Carefully keep the cursor in the color block and click Create RO.

Once converted to an RO, the scheduler will display a wrench icon and the service appointment will have a black border.    

create RO from Apt

 

Converting a Service Appointment will pull the included Customer and Advisor/Tech, along with any Job Lines, and Op Codes into the Repair Order. The Create RO button navigates the user to the Service Repair Orders Tab and automatically creates a new RO. 

From the RO a service advisor can edit and continue to build out the RO

Repair Order created from service apt