> ## Documentation Index
> Fetch the complete documentation index at: https://help.tiretutor.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Overview

> Understand how estimates, work orders, payments, and shop controls fit together.

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.

## 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.

## 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.

## Where to go next

<Columns cols={2}>
  <Card title="Square setup" icon="square" href="/dealers/pos/square-setup">
    Connect Square and check the payment connection.
  </Card>

  <Card title="Square Terminal" icon="tablet" href="/dealers/pos/square-terminal">
    Pair terminals and choose the terminal for a payment.
  </Card>
</Columns>

<Columns cols={2}>
  <Card title="Taking payments" icon="cash-register" href="/dealers/pos/taking-payments">
    Take card payments and record other payment methods.
  </Card>

  <Card title="Text to Pay and Tap to Pay" icon="link" href="/dealers/pos/managing-payment-links">
    Create a payment link or use Tap to Pay in Square.
  </Card>
</Columns>

<Columns cols={2}>
  <Card title="Sending estimates" icon="paper-plane" href="/dealers/pos/sending-estimates">
    Email or text a read-only estimate to a customer.
  </Card>

  <Card title="Customer authorizations" icon="clipboard-check" href="/dealers/pos/managing-customer-authorizations">
    Choose how strictly your shop records what a customer approves.
  </Card>
</Columns>

<Columns cols={2}>
  <Card title="Ordering parts with PartsTech" icon="gears" href="/dealers/pos/ordering-parts-with-partstech">
    If your shop has PartsTech turned on, use it to source and order parts.
  </Card>

  <Card title="Managing non-catalog tires" icon="tire" href="/dealers/pos/managing-non-catalog-tires">
    Order, receive, and sell a tire outside the catalog.
  </Card>
</Columns>

<Columns cols={2}>
  <Card title="Voiding a work order" icon="ban" href="/dealers/pos/voiding-work-orders">
    Void an unpaid work order and find it later.
  </Card>

  <Card title="Service charges" icon="receipt" href="/dealers/pos/service-charges">
    Add and manage service charges for your shop.
  </Card>
</Columns>

<Columns cols={2}>
  <Card title="Viewing reports" icon="chart-column" href="/dealers/pos/viewing-reports">
    Review sales and profit information for your shop.
  </Card>

  <Card title="Exporting reports" icon="file-export" href="/dealers/pos/exporting-reports">
    Download the report data or schedule email delivery.
  </Card>

  <Card title="Square messaging" icon="message" href="/dealers/pos/square-messaging">
    Send the invoice link or continue a conversation in Square Messages.
  </Card>
</Columns>
