Order Overview - Estimates, Repair Orders, Invoices

Estimates, Repair Orders, and Invoices are generically referred to as "Orders" in Manager and this help system. The reason for this is that all three types of orders display basically the same information - the difference being the status of the order as it moves through Manager SE.

Estimate - An SE Order typically starts out as an estimate of the cost of parts and labor to perform a repair or vehicle maintenance service. You can choose to start from a Quick Estimate, a bare-bones quote, or you can create a regular Estimate.

Repair Order - If the customer agrees to the Estimate, it is converted to a Repair Order, and printed for the customer to sign as acceptance of the work to be performed. If recommendations for additional repair work are uncovered during the repair process, Sub-Estimates are generated for customer review and can be added to the Repair Order or

Invoice - Once the work is completed, the order is converted to an Invoice - a request for payment. If parts or labor items are added to an Invoice it is converted back to a Repair Order so that these items can be confirmed or approved.

Finally, Once an invoice has been posted, the service history is recorded and becomes part of the Customer and Vehicle's permanently accessible Vehicle History.

See the following for instructions...

• Quotes
• Orders
• Order Entry Panel
• Customer Panel
• Vehicle Panel
• Order Panel
• Building Repair Lines
• Labor
• Parts
• Sublet
• Changing Order/Status Revision
• Counter Sales