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Convert a Service Appointment to a Repair Order

Goal

Advisors and other system users are able to create a repair order directly from the appointment.  Appointment details such as Customer, Mileage, Vehicle and Appointment Lines are carried forward to the Repair Order.

 

After reading this article you will be able to:

  • Navigate to the service scheduler
  • Convert a service appointment to a repair order

 

Attention: Before converting a service appointment learn how to Schedule a Service Appointment

 

Step One: Navigate to the Service Scheduler

  1. Click the App Launcher icon.

1 Schedule Service Appointment- App Launcher.png

 

  1. Enter Scheduler in the quick search area.
  2. Click Scheduler.

2 Schedule Service Appointment- Scheduler navi.png

 

Step Two: Convert a Service Appointment to a Repair Order

  1. Hover the Service Appointment card and click Create RO.

1 Convert a Service Appointment to a Repair Order.png

 

Note: Converted Repair orders will have a wrench icon and black borders.

2 Convert a Service Appointment to a Repair Order- converted.png

 

Service Repair Order

The button Create RO automatically creates and navigates the user to the new Service Repair Order. CustomerAdvisor/TechJob Lines and Op Codes will carry over from the Service Appointment to the Repair Order.

3 Convert a Service Appointment to a Repair Order- sro.png