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Estimates, Orders, Invoices

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...