Use the work order to record whether a customer wants replaced parts returned. This keeps the selection with the job and adds the appropriate statement to the customer-facing estimate.

Record the Customer’s Selection

1. Open the applicable work order.
2. Scroll to Guarantee & Parts Return.
3. Open Return of Replaced Parts.
4. Select Customer requested return of replaced parts or Customer declined return of replaced parts.
5. Wait for the update confirmation, then preview the estimate before sharing it.

Understand the Available Choices

• Not recorded: No replaced-parts statement appears on the estimate.
• Customer requested return of replaced parts: The estimate states that the customer requested all replaced parts except items required for warranty or core exchange.
• Customer declined return of replaced parts: The estimate states that the customer declined the return of replaced parts.

The replaced-parts statement appears on estimates only. It does not appear on invoices.