Change the Work Order Report Pro is Linked To

How to change the Work Order that Report Pro is linked to

Things To Note

• Report Pro will initially load the Est/RO/Invoice currently open in your shop management system or the Est/RO/Invoice last accessed in your shop management system.

How To

Method 1

1. Open the Report Pro Software.

2. Select the Home tab on the bottom left of the program.

3. Select Change Work Order from the top menu under the Home tab. The Select Work Order window will display.

   1. To link Report Pro to an open work order, double click on a work order under the Work In Progress tab.

   2. To link Report Pro to a work order that was recently posted, double click on a work order under the Recently Posted tab.

      1. The time interval can be changed at the top of the window.

   3. To search for a work order, enter the customer’s last name or work order number under the Work Order Search tab and press Enter. Double click on the work order to link Report Pro to it.

Method 2

1. First, open the work order in your shop management system

2. Then open the Report Pro software

3. Select an invoice template or report in Report Pro

4. The template or report will open using the work order you previously selected in your shop management system.