After completing this how-to you be able to create a new Repair Order.
First Step: New Button
From the Service Repair Order tab
Recent Service Repair Orders will be displayed in the center pane.
Click the New button.
From the Side Bar
Click Create New dropdown menu and select Service Repair Order.
Second Step: Select Account
From the New Service Repair Order page use the Account look-up icon to search for the existing customer.
Enter the Account Name and click Go! Pick the correct Account from the search results. If the Account is listed under Recently Viewed, simply click the Account Name.
Click the Account look-up icon and click the New button.
Enter the new customer's information and click Save.
Third Step: Select Service Vehicle
To add a Service Vehicle click the look-up icon.
The Lookup box allows you to search for a Service Vehicle. The VIN is the easiest way to search for a service vehicle but be sure to change the search to All Fields.
This is done by selecting the All Fields radio button under the search box. The Name is made from the last 6 of the VIN, Year, Make, and Model.
To finish creating a new Service Repair Order, enter the Mileage in and a Tag # if desired.
After the Repair Order has been created learn how to Add Job Lines.