Create Job Card, Quote or Invoice from an Appointment

1. Click Appointments in the sidebar, under Workshop, and click the appointment’s date and time (or hover over it and click View).
2. Click the blue button at the top right. It shows the recommended next document, for example Create Job Card or Create Invoice.
   
3. Or scroll to the Documents panel and click Create next to Job Card, Quote or Invoice. Click the link button next to it to link a document that already exists. Once a document is linked, click View to open it.
   
4. The new document opens with the customer, vehicle and appointment services filled in. Check it and save it.

Note: you choose what is copied into the document (durations, additional work requested, admin note) in Appointment Settings under Documents Created from Appointments.

Feature Online booking and appointments: see what it does and how it fits your workshop.