Create a repair order from a template in Shop Scheduler

Open Shop Scheduler by going to Menu > Activities > Shop Scheduler. The page opens in Calendar view.

Select a job. You can select a job in either the Calendar view or the Mechanics view.

Select Create RO from Template. The Repair Order Template Select window opens.

Select a Template Type from the dropdown list. The options available depend on your setup.

Select a Template. The options available depend on your setup.

Complete the Date/Time field. The program enters the current date and time automatically, but you can edit this as needed.

Select OK. The Manage Forms window opens.

Complete any needed repair order fields that were not completed by the template. For more information, see Create repair orders.

Select Close. The Manage Forms window closes. The Shop Scheduler page updates to show the job with its new repair order number.