Import Estimate Revisions to a Repair Order

Import estimate revision from third-party estimating systems and select which changes are imported to the Repair Order revision.

How to

  1. Complete revisions to the estimate in your third-party estimating system.

  2. Go to the Job Overview page for the revised repair order.

  3. On the Job Overview page, a banner appears over the Estimate Card that states: You have a new estimate revision. Click Accept.

  4. In the Accept Estimate Revision window, click the check box next to the revisions you want to approve.

  5. Click Accept. Your revisions are added to the repair order.

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