Viewing Estimates and Work Orders in Nexsyis Now
Overview
In the NexsyisNow browser-based mobile application, you can easily view Estimate and Work Order details on a specific vehicle in the production list.
Viewing Estimates
1. To view an estimate, begin by selecting the card of the vehicle you wish to view an estimate for and click either the folder number or the "View Folder" button from the quick menu.
Note: You must select a vehicle that already has an estimate attached for the Estimate and Work Order to be viewable.
2. Once in the folder, select the "Repair" Drop Down from the top, and select Estimate(s).
3. In the "Estimates" screen, there will be a break down of the estimate information and status of the repair. Continue scrolling to the bottom to view the full estimate.
4. Select "Estimate Actions" to make an estimate inactive or remove the estimate.
Viewing Work Orders
1. Navigate to the folder you want to view the Work Order for.
2. Once in the folder, select the "Repair" Drop down from the top, and select Work Order.
3. A screen will open with a complete breakdown of the labor for the full Work Order.
4. You can filter the Work Order by selecting the Sales Code boxes at the top of the screen:
VIDEO ON FILTERING: