Create an Estimate Appointment

1.) Open the Calendar.

2). Select the day you want to put the appointment in by double-clicking the date box.

3.) Click the Insert button at the bottom right of the Calendar Entries box.

4.) Fill out the Calendar Appointment by manually adding the customer information or selecting “Import EMS Contact”.

5.) Once the customer sets a time to drop off the vehicle, go back into the calendar and find the Estimate Appointment.

6.) Highlight the appointment on the calendar and hit the convert button on the bottom left.

7.) This will now make an Assignment RO where you can import the estimate and start your parts ordering process.