Learn more about Service Estimate fields.
Why Make a Service Estimate?
Quote the price and take detailed records of damages to be repaired or upgrades to be applied to a customers vehicle. Calculate proposed technician time and parts cost on service estimates. Easily turn a Service Estimate in to a Repair Order, to avoid repetitive data entry, with a click of a button.
When to Add a Service Estimate?
Create a Service Estimate when a customer brings in their vehicle for maintenance before performing the work.
How to Add a Service Estimate from the Service Vehicle?
From the Service Vehicle click the Service Estimate button. Add as much information as possible and click Save. After clicking Save a pop-up will appear with the newly created Service Estimate. Click the pop-up to further edit the estimate.
Learn more about how-to create Service Estimates with these article: