Product Support

Saving Orders as Estimates

  1. Create an Order.

  2. Assign a Customer and Vehicle.

  3. Add at least one Job.

  4. Click Save As Est.

    • Note: A Customer must be selected and at least one Job added before the order can be saved.

    • After you save an Order as an Estimate, the field headings become bright yellow and it is assigned an estimate number.

    • After closing the saved Order you can access the order in the Work in Progress window.