The order checklist allows you to set required and optional fields when converting estimates to repair orders or invoices to ensure your shop always has complete and accurate information.

Please Note: You must enable repair orders in your shop to have the option for repair order checklist items. Without this, you will only have the “On Invoices” option for checklist items. Check out our help article Repair Order Status to learn more about enabling the repair order status in your shop.

Order Checklist Settings

Select the Settings icon in the bottom left corner of your screen.

Select Order Checklist under the Settings section on the left-hand side.

Customize what data is Required, Optional, or Hidden before converting an estimate to either a repair order or invoice. Make requirements for data including:

• Authorizations

• Employee Assignments

• Line Item Categories

• Tires

• Customer Data

• Vehicle Data

• Mileage

Select Save.

Order Checklist in Your Workflow

After saving changes to your order checklist, you will be prompted to complete the checklist when converting an estimate to a repair order or an invoice.

You will only be prompted to complete items in the checklist that have not yet been provided for this order. View the status of your order checklist items on the Order tab of the right-side panel within an order. Select Order Checklist to view items or to Review Checklist.

If all checklist items have been completed when converting to an invoice, you will see a prompt stating “All checklist items are complete”. You can either Convert to an invoice or Review Checklist before converting.

Related Articles

• Repair Order Status

• Workflow Views

• Convert Estimates to Invoices

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