Overview

Use Point of Sale to prepare an estimate, track the approved work, collect payment, and complete the work order. An estimate lists the proposed parts, tires, labor, and fees. When the customer accepts the work, the estimate becomes a work order.

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Follow the work order

Status chips show where the order stands: In Progress, Payment Pending, Completed, or Voided. Payment chips track the balance separately: Unpaid, Partially Paid, or Paid. Use Process Payment to collect or record payment. Square handles card payments, payment links, and Tap to Pay. Use the same option to record cash, check, or Zelle payments. Owners and Admins can use More Options for restricted order actions, depending on the order’s status and your shop’s settings. Void Work Order applies to an order in progress; Override Payment Pending applies to one stuck at Payment Pending. Reopen Work Order applies to a Completed order only. Dealer-level Admins and Owners can reopen it, but not a voided order. Send Invoice to Customer sends the customer a link to the invoice. Its More ways to send menu offers a text message and the public invoice page. Some shops also see a Square Messages shortcut.

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Roles and access

Permission levels are No access, Employee, Admin, and Owner.

• Owners and Admins can void eligible work orders and use other restricted order actions.
• Employees can work with estimates and work orders, take payments, and send estimates. Your shop’s settings can limit which employees see reports.

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Where to go next