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Share an Order in Mobile Manager Pro

Sharing Estimate and Repair Order Details from Mobile Manager Pro

Things to Note

  • Mobile Manager Pro helps your shop go paperless by keeping estimates and repair orders on the tablet. All work assigned to the technician appears here, just as it would on a traditional work order.

How To

  1. From the Work In Progress screen on the tablet, tap on an invoice or RO to open.
  2. Select the order tab at the top 
  3. Tap the three dots in the top right hand corner and select share.
    1. This opens three options: Share via text, Share via…, and Preview in web browser.
      1. When you select Share via text, the system automatically pulls the primary phone number from the customer record and generates a text message for the customer: “Here is your digital copy of your Repair Order, Estimate, Invoice:” with a unique digital link for that work order. 
      2. Selecting “Share via…” opens the tablet’s sharing options, such as the default email app, Bluetooth, calendar, Samsung Notes (on Samsung tablets), and an option to copy the generated digital link. 
      3. The third option, Preview in web browser, opens the digital copy link in the tablet’s default browser so you can preview it or show it to the customer in person.