4 min
From quote to work order
Accept the proposal and continue with tech, schedule, and payment without retyping.
How to do it
- 1Open the sent quote. Mark it reviewed if the flow asks for it.
- 2Accepting requires a real client and vehicle. Fill in anything that was still TBD.
- 3On accept, the work order is created with the same lines and totals.
- 4On the order, assign a technician if needed, schedule drop-off, and check in when the car arrives.
- 5Collect deposits from the order. The remaining balance stays visible until paid.
Tips
- You can also create a work order directly if the car is already on the floor.
- The agent is optional, but it shows who owns commercial follow-up.