The order checklist allows you to set required and optional fields when converting estimates to repair orders or invoices to ensure your shop always has complete and accurate information.

Please Note: You must enable repair orders in your shop to have the option for repair order checklist items. Without this, you will only have the “On Invoices” option for checklist items. Check out our help article Repair Order Status to learn more about enabling the repair order status in your shop.

Select the Settings icon in the bottom left corner of your screen.

Select Order Checklist under the Settings section on the left-hand side.

Customize what data is Required, Optional, or Hidden before converting an estimate to either a repair order or invoice. Make requirements for data including:

Select Save.

After saving changes to your order checklist, you will be prompted to complete the checklist when converting an estimate to a repair order or an invoice.

Please Note: You will see different checklist items depending on your checklist selections.

Still have questions? Feel free to reach out to us through the chat icon. Thanks for reading!