How to turn a service quote into a booking

Modified on Wed, 4 Dec, 2024 at 10:46 AM

You have 2 options to turn your quote into an RO; you can either create a new RO from the quote, or you can merge the quote into an existing repair order.


To Create a new Repair Order

  1. In the Service Control Centre tab, click Quote List.


  2. Select your quote and click Create R/O.


  3. Follow the usual steps to complete your RO booking.



To Merge into an existing Repair Order

  1. In the Service Control Centre tab, click Quote List.


  2. Select your quote and click Merge to R/O.


  3. Find the RO you would like to add the quote to, and click Select.



  4. Follow the usual steps to complete your RO booking.



Related Articles


How to create a service quote


How to cost a service quote


How to create a repair order


Navigating the quote list

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article

Click here to leave feedback or comments