Creating a Repair Order

A repair order (RO) is the home for one boat's visit: who it belongs to, what's wrong, the labor and parts to fix it, the photos, notes, approvals and finally the invoice. Every RO gets its own number, like GC-1042.

Start a new RO

1. Click + New RO at the top of the dashboard, or open Repair Orders in the left menu and click New RO.
2. In Customer, start typing a name, phone number or email, then click the right customer in the list.
3. Pick their boat from the list. A new boat? Choose + Add New Vehicle.
4. Choose Shop Work (the boat comes to you) or Road Call (you go to the boat).
5. Fill in what you know — none of it is required yet:
   • Scheduled date, start time and estimated hours put the job on the schedule.
   • Assign tech and bay.
   • Promise date and estimated pickup date — what you've told the customer.
   • Engine Hours in and generator hours in.
   • Internal notes — for your team only, never shown to the customer.
6. Click Create RO. The new repair order opens.

A tour of the repair order

• Mark Work Complete — the tech is done; MarineOps lets the service advisor know the boat is ready for review.
• Create Invoice — bill the work (see Invoicing a Repair Order).
• Print — estimate, work order, key tag, window sticker or filter label.
• ⋯ — less common actions, like deleting the RO.

Below that you'll find, in order: the schedule and assigned techs, the status bar, the concerns with their labor and parts, the totals, sublet work, photos and notes, inspections and customer messages.

Finding an RO later

• Repair Orders — search by RO number, customer, phone or boat, or click a status filter (Estimates, In Progress, Waiting Parts, Ready Pickup…).
• The customer's page — every RO they've ever had.
• Board View — every open RO as a card in a status column (see The Dispatch Board).