Estimates and Invoices
- Create an Estimate
- Print Invoices & Work Orders
- Send Estimates & Invoices
- Add & Remove Services on Estimates
- Convert Estimates to Invoices
- Inactive Orders
- Create a Canned Service
- Recommend Services on an Estimate
- Deferred Services
- Service Level Categories
- Categories
- Add Tags to an Order
- Unlocked Labor Rate
- Assign Technicians to Labor Items
- Add Flat Rates to Labor Items
- Add Fees to an Order
- Add Subcontracts to an Order
- Add Shop Supplies to Estimates
- Request Customer Authorization
- Customer E-Signatures to Authorize Services
- Vehicle Diagrams & Procedures
- Maintenance Schedules
- Vehicle Parts & Labor Lookup
- HD Vehicle Parts & Labor Lookup
- Canned Orders
- Service Card Condensed View vs Standard View
- Track Core Returns
- Delete Orders