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      Texting an Estimate/RO/Invoice from Report Pro

      How to send an Estimate, RO, or Invoice via text from Report Pro

      Things To Note

      • Remember that Report Pro will load the Est/RO/Invoice currently visible in your shop management system or the Est/RO/Invoice last accessed in your shop management system. Please see Change the Work Order Report Pro is Linked To for more information. 

      How To

      1. Open Report Pro

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

      3. Open the work order in your Management System

        1. Alternatively, you can use the Change Work Order Function to load the desired work order.

      4. Select your shop’s preferred invoice template from the left side under the Invoice folder.

      5. Review the estimate, repair order, or invoice in Report Pro after it is generated.

      6. Select either the Text or Text to Pay button (Text to Pay works with QuickCharge Pro)

        1. Message Manager conversation window will open for that customer.

        2. A unique link will be generated for the Estimate/Repair Order/Invoice.

        3. If desired, edit the outgoing text message.

        4. Select the send button