Product Support

Retrieving Shop Documents

The Shop Documents section contains Work documents, Estimates, Repair Orders, Invoices and Credits.

 

To find Shop Documents:

  • Click Shop Documents >> select a search type.

 

Select a search:

Document Search

Search Quotes, Repair Orders, Invoices and Credits from a selected date range.

 

  1. To better filter results, enter as much information as available >> check the Quotes, Repair Orders, Invoices and/or Credits boxes >> click Search.

  2. Documents will be displayed.

    • Click Print List to print the search results list.

    • Click the select check box on multiple documents then click Print Selected to print multiple documents.

    • Click the green check mark under Open to open the document on the Work Screen.

    • Click the magnifying glass under View to see and print the corresponding document.

Estimate Search

Search, view, print and combine Estimates from a date range.

 

  1. To better filter results, enter as much information as available >> click Search.

  2. Estimates will be displayed.

    • Click Print List to print the search results list.

    • Click the green check mark under Open to open the document on the Work Screen.

    • Click the magnifying glass under View to see and print the corresponding document.

    • Click the select check box on multiple documents then click one of the following: Print Selected, Combine Selected or Cancel Selected.

Repair Order Search

Search, view, print and invoice Repair Orders from a date range.

 

  1. To better filter results, enter as much information as available >> click Search.

  2. Repair Orders will be displayed.

    • Click Print List to print the search results list.

    • Click the green check mark under Open to open the document on the Work Screen.

    • Click the magnifying glass under View to see and print the corresponding document.

    • Click the select check box on multiple documents then click one of the following: Print Selected or Invoice Selected.

Invoice Search

Search, view, and print completed invoices from a date range.

 

  1. To better filter results, enter as much information as available >> click Search.

  2. Invoices will be displayed.

    • Click the magnifying glass under View to see and print the corresponding document.

    • Click the green check mark under Open to open the document on the Work Screen.

    • Click the select check box on multiple documents then click Print Selected to print multiple documents.

    • Click Print List to print the search results list.

    • Click the ? under Paid to view and print the associated payment details.

Credit Search

Search, view and print Credits from a date range.

 

  1. To better filter results, enter as much information as available >> click Search.

  2. Credits will be displayed.

    • Click the magnifying glass under View to see and print the corresponding document.

    • Click the green check mark under Open to open the document.

    • Click the select check box on multiple documents then click Print Selected to print multiple documents.

    • Click Print List to print the search results list.

    • Click the ? under Paid to view and print the associated credit details.