PSTA

Repair Orders

RO checkout and handing back the vehicle

Close out a finished repair order, take payment, and hand back the keys with a clean record on both sides.

Checkout is the last and most-watched step of the visit. It is where the work becomes revenue and where the customer forms their final impression. Done well, it is fast, clear, and leaves a clean paper trail. Here is how to close out an RO in Pista.

Checkout accepts card, Apple Pay, Cash App, cash, and pay-over-time options
Checkout accepts card, Apple Pay, Cash App, cash, and pay-over-time options

Before you check out

A smooth checkout starts before the customer walks in. Confirm:

  1. Every authorized job is complete and the RO is on the Ready status.
  2. All parts used are on the RO so the invoice is accurate.
  3. Labor, fees, and tax look right in the totals.
  4. Any inspection findings the customer should see are attached.

Review the invoice with the customer

  1. Open the RO and click Checkout.
  2. Walk the customer through the invoice: the jobs done, the parts, the labor, and the total.
  3. Point out any declined work so it is on record that you offered it. This protects the shop and plants the seed for the next visit.

Tip: The customer remembers the conversation, not the line items. Lead with what you fixed and why it mattered, then let the clear invoice back you up.

Take payment

  1. Choose a payment method. Pista takes card, Apple Pay, Cash App, and pay-over-time options like Affirm, Klarna, and Sunbit, plus cash.
  2. Run the payment. The RO marks Paid and the deposit reconciles automatically.
  3. For pay-over-time, the customer is approved on the spot and you are paid in full. See Payments.

Good to know: Offering pay-over-time at the counter is the difference between a customer doing all the work today and deferring half of it. Surface it on bigger tickets.

Hand back the vehicle

  1. Send the invoice and receipt by text or email straight from the RO.
  2. Move the RO to Picked Up to close the job and clear the card off the board.
  3. Hand over the keys.

After checkout

The closed RO lands in the customer's history for the next visit
The closed RO lands in the customer's history for the next visit

  • The completed RO lives in the customer's history, so next visit you see exactly what was done and when. See Customers and CRM.
  • Closed ROs roll into your sales and gross-profit reports. See Reports.
  • A paid, picked-up RO is locked from accidental edits. If you genuinely need to change a closed ticket, an owner can reopen it.

That is the full loop: check in, build, approve, repair, and hand back, all on one repair order.

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