Create a repair order

Open an RO for a customer and vehicle, record the concern, and check the car in.

  • For service advisors
  • 3 min read
  • Video walkthrough

Start a new RO

  1. 1Tap + New at the top right.
  2. 2Search for the customer by name or phone, or add a new one.
  3. 3Pick their vehicle or add it. A VIN fills in year, make, model and engine.
  4. 4Type the customer's concern in their own words, then create the order.
The new repair order form with customer and vehicle search
New repair order: customer, vehicle, concern.

Check the car in

Check-in records the car's condition at drop-off: fuel level, keys, dash warning lights, belongings, and any damage marked on the walk-around. It protects the shop if a customer later asks about a scratch.

Mileage matters. If it's missing, the assigned technician can add it from their phone.

Assign a technician

Pick the technician on the RO. The car immediately shows up in their My work list, and they only see the vehicles assigned to them.