You can add an existing Repair Order (R/O) from the Work tab or create an R/O from the Schedule tab.

Schedule an existing R/O:

1. On the Work tab, select Assign R/O.
   • ​​Note: If the document is in Estimate status, it will be converted to an R/O when Assign R/O is selected.
     
2. On the Schedule tab, locate the R/O in the R/Os Awaiting Assignment list.
   
3. Click and drag the R/O to the preferred location on the Schedule.
   

Schedule a new R/O:

1. On the Schedule tab, select New R/O
   
2. Fill in the information on the Create New R/O screen >> select Save.
   
3. On the Schedule tab, locate the R/O in the R/Os Awaiting Assignment list.
   
4. Click and drag the R/O to the preferred location on the Schedule.
   

Add details and make changes to a scheduled R/O:

1. Double click on the top line of the scheduled R/O.
   
2. Click the green check mark. 
   
3. Complete the R/O by adding any necessary details.
4. Click Update R/O.