01What it is
A quote is a repair proposal for a customer and their car: what will be done, for how much and how long it takes. It has a name, an expiry date and a planned lead time in working days.
Customer items are in the Materials, parts and services tab. The work plan holds time and internal cost without a price, so labour for the customer is added as a quote item.
A quote has the statuses Draft, Sent, Accepted, Rejected, Expired and Converted to job.
- CUSTOMER ITEMS
- Materials, parts and services with a price and a Show customer option.
- INTERNAL COST
- A work plan with hours and cost, visible only in the workshop.
- ONE CLICK
- A quote becomes a job with items and a work list.
02What it is for
Approval in writing
The customer accepts or rejects the quote through a link, with the decision date.
Know what you earn
People with access to finance see the estimated cost next to the quote value.
No retyping
A job from a quote gets the items, work plan and promised date.
Nothing left hanging
The With the customer tile shows sent and accepted quotes waiting for the next step.
03Main options
The quote card has three tabs: Overview, Materials, parts and services, and Work plan and external services.
Status and moving to execution
The quote status, assumptions and the button to turn it into a job.
- Quote value and hours in the quote
- Estimated cost for people with access to finance
- Assumptions: scope of work, notes for the customer, validity
What the customer sees on the quote
Items with a customer price.
- Parts, materials, services and labour
- A Show customer option on every item
Time and cost on the workshop side
Internal time and cost with no customer price.
- Working hours and external services
- Carried over to the job Work list
04Tasks step by step
- STEP 1Open Modules › Customers › Quotes and choose New quote. The form opens once there are customers and VAT rates.
- STEP 2Enter the quote name and what is to be done. Pick the customer, vehicle and location.
- STEP 3Check Valid until (the number of days from the settings, or 14 days without it) and the planned lead time.
- STEP 4Add items in Materials, parts and services, and the work plan.
- STEP 1Open Modules › Customers › Customer approvals and add a request.
- STEP 2Choose the quote as the subject, enter a title for the customer and pick the recipient from the customer's contacts.
- STEP 3The customer gets an e-mail with a link. Their decision changes the quote status.
- STEP 1On the quote card choose Create job from quote. It works for draft, sent and accepted quotes.
- STEP 2A Scheduled job is created: items go to Calculation, the work plan to the Work list.
- STEP 3The promised date is the quote date plus the planned working days. The quote gets the Converted to job status.
05Actions
The most common tasks around a quote.
New quote
A quote for the customer and car.
Print for the customer
The customer version of the quote.
For approval
A customer link through Customer approvals.
Create job from quote
Items and work plan move to the job.
CSV export
Quotes from the current filter in one file.
06What it connects to
Choose a module to see how it connects to the quote.
Customer approvals
Quotes go to the customer for approval through Customer approvals.
Go to the topicCustomer approvalsService catalogue
Services and prices for quote items come from the catalogue.
Go to the topicService catalogue