Product Support

Authorizing Repair Orders

Some states require estimates, or any changes to an estimate, to be authorized by the customer before work is performed.
 

Enabling Repair Order Authorizations

  1. Click Setup >> User Options >> General.

  2. Click the Enable R/O Authorization check box.

  3. Click Update.

 

Authorizing Repair Orders

When creating a Repair Order

  1. From the Estimate, click Create R/O.

  2. Select or enter an Authorizer >> select a Contact Method >> enter Contact Details (optional) >> click Authorize.

When changing a Repair Order

Note: Once Enable R/O Authorization has been activated, a red Authorization Required notification will appear on the Work screen when a change is made to the Repair Order.

  1. Click Authorization Required.

  2. Select or enter Notes (optional) >> Authorizer >> Contact Method >> Contact Details (optional) >> click Authorize.

Reviewing the Repair Order Authorization History

  1. From the Repair Order Authorization pop-up, click History.

  • Note: You can also access the Repair Order Authorization History by clicking Authorized on.  

  1. The Repair Order Authorization History will appear.