Creating a New Estimate

You can create a new estimate ticket right from the home screen.

Complete these steps:

1. On the home screen, tap the New Estimate button.

   

2. Search for existing tickets by Name, Phone number, License plate number, VIN, or Unit number. Enter the data and tap the search button in the field.

   

   You can also scan a license plate by tapping the Scan License Plate button or barcode by tapping the Scan Barcode button.

3. Enter a name and tap the Search icon.

4. Tap the New Customer button.

   

5. Enter the details in the fields.

   

6. Tap Save.

7. Enter the vehicle details. You can also scan a VIN, or search for the vehicle using a VIN or license plate number.

   

8. Tap Save.

9. Enter the mileage and tap the Create New Estimate button.

   

10. A new estimate ticket has been created.

    

Estimate Numbers Start with the Letter “D”

When you create a new estimate in the DVI Apps, the ticket number is formatted as follows: “D0000[next number in the D sequence]”. For example, if a new estimate is “D0000123”, then the next estimate would be "D0000124".

On the WIP screen,

• The estimates that begin with a "D0000" were created in the DVI App.

• The estimates that begin with a number were created in R.O. Writer Desktop.

To Change the Ticket Number in R.O. Writer

R.O. Writer includes a conversion wizard for ticket conversions. Use the wizard in R.O. Writer to convert the ticket number that begins with a “D” back to the normal sequence.

• Convert Estimates with a “D” to Repair Orders - The conversion automatically applies the next available repair order sequence number to the ticket, without the D prefix.
• Convert Repair Orders with a “D” to Estimates - The conversion automatically applies the next available estimate sequence number to the ticket, without the D prefix.

NOTE: You can finalize the ticket numbers that begin with a “D” in R.O. Writer. You can also create invoices with two different numbers; for example, 2203251 and D123456.