Reassign To...

You have the ability to reassign a work order or estimate to a different contact and / or vehicle service item.

• With the Work Order or Estimate open click the Reassign To... on the General Ribbon.
• The contacts dialog opens and you can:
• Add a new contact and / or vehicle service item you wish to use to reassign the document to.
• Search for a existing contact and / or vehicle service item you wish to use to reassign the document to.
• Select the contact and / or vehicle service item by clicking on it.
• Click the Select button on the ribbon.
• The document is reassigned.