Tagging jobs as estimates can help you control your workflow. It also helps you manage your stocked inventory by preventing double ordering. The recommended procedure is to start all jobs as estimates and then convert them to orders once the vehicle has arrived at your shop.
A repair order can be changed to an estimate and vice versa by clicking the estimate-only checkbox in the top left-hand corner of the repair order tab.
The estimate-only checkbox column itself helps you separate estimates and repair orders on the schedule tab.
In AllsystemsMax Pro there are only three differences between a repair order and an estimate:
1. The printout will say either estimate or repair order at the top, in two places.
2. For repair orders, parts quantities sold from inventory are reserved and cannot also be sold on another job. For estimates, this is not true. If you only have one on the shelf, you can still include it in as many estimates as you want.
3. You cannot invoice an estimate. It must be converted to a repair order first.
