Retrieving an Estimate, Repair Order or Invoice

IMPORTANT - Invoices are final and cannot be modified.

  • Estimates and Repair Orders may be modified and saved, or turned into invoices at a later time.


Click an option below:

Searching all documents

  1. Select Shop Documents.
  2. Choose a category from the list. 
  3. Enter the appropriate search criteria then click Search.
  4. Click the Check Mark icon to open the selected document.


Searching documents by customer

  1. Select a customer.
    • For information about adding and searching for customers, click HERE.
  2. On the Customer menu, select one of the following:
    • History - Will open the History Search screen to view past invoices.
    • Docs - Will open the Document Search screen to view current Estimates and Repair Orders.
  3. Click a Check Mark icon to open a document.