Kostenvoranschläge & Aufträge

Kostenvoranschläge erstellen, Kundenfreigabe, Reparaturaufträge und Workflow-Status.

• The order workflowThe six statuses an order passes through, what each one changes behind the scenes, the workflow board and list views, and how finished jobs get filed.
• Estimates and authorizationHow an estimate becomes an authorized repair order — the workflow statuses, what the customer signs, recording an approval yourself, and what happens when you edit after approval.