Creating a Repair Order from an Appointment

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Excerpt  from Service Advisor 1 webinar

Navigate to:

Service > Advisor > Appointment Calendar

1.  Click on the Appointment to open the Appointment Quick View window.
2. Review the details and Click [Create RO] to open the Repair Order Screen.
3. Click on the [VIS] button next to the VIN number field to review the vehicle history, Tech Service Bulletins, and campaigns.
4. The Promised Date and Time are populated by default settings and may be adjusted as needed.
5. Click the [Inspection] button at the bottom of the screen to open a stock photo of the vehicle.
   1. Perform a walk-around on the vehicle, documenting any defects. Add notes and photographs as needed.
   2. Click the [Mileage] button at the bottom and input the current odometer reading. Click the [Set] button to save.
   3. Add additional notes with the [Notes] button.
   4. Click the [Save Inspection] button.
   5. Click the [Customer Authorization] button to have the customer sign off on the documented defects. Click [Authorize].
   6. Click the [Return to Repair Order] button in the upper right.
   7. The green border around the [Inspection] button indicates that this RO's inspection is completed.
6. The Miles In field auto-populates with the mileage entered during the walk-around.
7. Review and confirm that each operation has a Technician assigned. Clicking on any operation line opens the Operation Detail window.
   1. The operation letter is at the top of the screen (A, B, C, etc.) Use the dropdown or the left and right carets next to the operation letter to navigate through the operations on this RO.
   2. The detail type is housed in separate tabs along the left side.
   3. Make sure each operation has a Technician assigned. Then click the [OK] button in the lower right to return to the Repair Order screen.
8. Your dealership may require customer authorization before work can begin. If so, click on the [Authorization] button at the bottom and have the customer sign. Click the [Continue] button to return to the RO screen.
9. Clicking the [Release] button at the bottom adds the RO to the Route Sheet (aka Dispatch Sheet) and in the assigned Technician's screen, as well as giving Parts access to the RO. The Released button is bordered in green to indicate that this RO has been released.
   1. Use the chat feature to notify team members as needed. The Chat icon is located next to the RO # field.