01What it is
New quote is a shortcut in the Modules menu, visible to people with edit rights to customers. The form opens once there are customers and VAT rates in the app.
After saving, the quote is in Modules › Customers › Quotes, where you add items and the work plan and send it for approval.
- FROM ANYWHERE
- A shortcut in the Modules menu.
- THE SAME FORM
- As on the quote list.
- CONTINUE IN QUOTES
- Items, work plan and approval.
02What it is for
A quote during the call
The customer calls and you start the quote at once.
The customer's car at once
The vehicle list narrows to the selected customer.
03Main options
The quick action opens the same form as New quote on the quote list.
Customer, car and scope
The quote name and what is to be done are required.
- Customer and vehicle (the car list narrows to the customer)
- Date prepared, valid until, planned lead time in working days
- Status, notes for the customer, a note just for you
04Tasks step by step
- STEP 1Open the Modules menu and choose New quote in the top row.
- STEP 2Enter the quote name and what is to be done, pick the customer and car.
- STEP 3Save, then add items in Modules › Customers › Quotes.
05Actions
What you do next with the new quote.
New quote
The form from the Modules menu.
For approval
Sending through Customer approvals.
06What it connects to
Choose a module to see where the quote goes.
Quotes
Full work on the quote: items, work plan, printing and turning it into a job.
Go to the topicQuotesCustomer approvals
You send the quote to the customer for approval.
Go to the topicCustomer approvalsWorkshop
Quote validity and VAT rates come from the workshop configuration.
Go to the topicWorkshop