Estimates, Repair Orders, and Invoices are generically referred to as "orders" in Manager. 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.
A Manager 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. 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. 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.
Once an invoice has been posted, the service history is recorded and accessible in Vehicle History.
See the following for instructions...