QuickStart – Create and Manage Repair Orders

In QuickStart, use the Web Status tab to create repair orders, update information (about the job, vehicle, insurance, owner), and manage web status.

Some of the information on this tab is required. Required fields are identified by a red asterisk (*). To use web status, the Arrived and E-mail fields are required.

Note: If Insurance Company is not configured for receiving web status, the insurance company won't receive web status updates for Repair Assignment Jobs. Verify the insurance company Configuration for syncing web status with Carriers.

How to

  1. On the toolbar, click Jobs, then click Web Status.
  2. On the Web Status tab, click New Repair Order.
  3. In the New Repair Order dialog box, enter at least the required information.
  4. Click Add.
  1. On the toolbar, click Jobs, then click Web Status.
  2. On the Web Status tab, double-click to open the repair order.
  3. Add, modify, or delete information as needed.
  4. Click Update.
  1. On the toolbar, click Jobs, then click Web Status.
  2. On the Web Status tab, click to select a repair order (skip this step if you're already working in an open repair order).
  3. In the Repair Stage box, click a repair status (you may need to scroll down to see all of the options).
  4. In the Job Status list, click a job status.
  5. To change the Due Out date, select the Due Out check box, click the arrow to select a new date, and then type or a select a reason for the change in the Due Out Change Reason box.
  6. To submit a note with the status update, under Notes, type a note (up to 140 characters).
  7. Click Update Status (or click Reset to start over). The new status appears on the History list.
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