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

Select General Settings under the Settings section on the left-hand side.

Enable Repair Orders

In the Order Settings section, you can toggle on Enable Repair Orders. This will add the Repair Order status option in your shop between the estimate and invoice statuses.

Check out our help article Repair Order Status to learn more.

Convert Fully Paid Orders to Invoices

In the Order Settings section, you can toggle on Convert fully paid orders to invoices. This will automatically convert any fully paid orders into an invoice.

Check out our help article Convert Estimates to Invoices to learn more.

Order Checklist

In the Order Settings section, select Customize to set required items before converting an order to a repair order or invoice.

Check out our help article Order Checklist to learn more.

Line Item Customer Visibility Defaults

In the Order Settings section, you can set which labor line item and part line item details are visible on orders sent to customers.

These defaults can be overridden on a customer-level. To learn more about adding customer overrides for order settings, check out our help article Customer Info & Preferences.

Still have questions? Feel free to reach out to us through the chat icon. Thanks for reading!