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
- Click the App Launcher icon.
- Enter Scheduler in the quick search area.
- Click Scheduler.
Step Two: Convert a Service Appointment to a Repair Order
- Hover the Service Appointment card and click Create RO.
Note: Converted Repair orders will have a wrench icon and black borders.
Service Repair Order
The button Create RO automatically creates and navigates the user to the new Service Repair Order. Customer, Advisor/Tech, Job Lines and Op Codes will carry over from the Service Appointment to the Repair Order.