Tips & ideas for using the mgmt software

Unable To Put Revisions Together w/o Turning Into RO?

Unable To Put Revisions Together w/o Turning Into RO?

Postby theguyatthedesk » Wed Apr 26, 2017 12:38 pm

Doing a quote for a customer, and after I got all the individual repairs done, I put them all into the account which at the time was still only an estimate. After I had them all together and ready to tell the customer the total, the EST is now an RO. Aside from having to break out a calculator, which I should NOT need while using this SMS, how do I total all revisions without creating an RO?
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Re: Unable To Put Revisions Together w/o Turning Into RO?

Postby nickscarcare » Wed Apr 26, 2017 12:46 pm

If they are in revision, you can click Sell Revision, then check the boxes for number of Sub-Estimates you want, it will give you a total of these, (plus the repair order if you have one). Then if you don't sell them just click Cancel. Hope this helps and is what you are looking for.
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