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Creating ROs

Follow these steps to keep everything moving smoothly:

1. Create a new repair order

From your Active Orders, click New Repair to get started.

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2. Enter VIN and mileage

Enter the vehicle's VIN and mileage, then click Submit.


3. Upload your estimate

Click Share Estimate to get started.
Upload a PDF, generate one with AI, or add it manually.

 


4. Wait for approval

Once approved, you'll see the confirmed repair details.
If declined, update and resubmit — a declined estimate does not mean the repair is canceled.


5. Complete the repairs

After approval, begin work and keep updates current (Parts ETA, ECD, etc.)


6. Mark work completed

Click Work Completed and submit mileage out.


7. Upload your invoice

Click Update Invoice and submit your final invoice.
Invoice total must match the approved estimate.
Choose InstaPay (1–3 days, 3.5% fee) or Net Terms (30–40 days, no fee).


Final step

Once the invoice is approved, the fleet will schedule pickup and close the RO.


If anything gets stuck along the way, reach out to platformsuccess@serviceup.com – we'll help get it back on track.