Step 1: Click the Service Estimate Tab
Go to the Service Estimate tab, if it is not on your tab bar click on the all tabs (+) to search for the Service Estimate tab.
After clicking on the Service Estimate tab, leave the record type of new record at Service Estimate. Click Continue.
Add the customer in account field by typing in the name and click Go.If the customer does not have an account set up yet you can create a new account from the lookup icon next to the account field. Click on the Service Vehicle lookup icon, (make sure you click on the All Fields) this will bring up the search box to look up the service vehicle, you can search by account name or the last 6 of the Vin number to locate the correct vehicle. If the vehicle is not in the system you will need to add a service vehicle by going to Service Vehicle tab. After adding the service vehicle you can add the customer account in the Veh Owner Account field. Once you have created the new Service Vehicle you can click on it to add to the Service Estimate.
Add the current miles in the Current Miles field. Click Save.
To Add a line item click on Add Line and then select an Op Code to describe what work will be covered or what customer concern you are trying to address. If you convert this estimate to a repair order this will translate to the Op Code on the Repair order. Try to find a code that fits your specific case.
After selecting the Op Code, select Update.
When selecting the Drop down to the left of the Op Code this will make the Description, Parts, Labor, and Misc. Charges become available for edit. You can also determine the Line Type or payer type at this point.
By clicking on the Parts tab it will open a search box for parts from the Parts Master. You can start typing the name of the part, part number or the description of the part and the results will show below. Click on the correct part to be added to the estimate.
By clicking on the labor tab you can add Book Time and the labor rate to be calculated on the estimate. Clicking on the Misc. Charges you can add miscellaneous charges such as shop supplies etc. You have the option of having some charges being populated based on parts used or number of hours on the estimate. the four categories of Misc Charges are:
Shop Supplies: This can be a preset amount or a rate that changes with the number of hours on a repair order.
Freight: Much like Shop Supplies, This can be a preset amount or a rate that is charged based on amount of parts sale.
Hazardous Materials: This is typically a static charge to be applied to cover the disposal of Hazardous Waste.
Other: This is where you can input anything that does not have a job specific cost but still should be charged to this Repair Order
You can add multiple lines to the same service estimate, Please note when preparing these that the system does not have the ability to tax the service estimate, If you are working on an estimate that would be taxable you will need to address that with the customer.
Status of the estimate, this will help in reporting at a glance by making a list view or a report to track the status your estimates.
Once an estimate is accepted by the customer you can move to the next step of Converting a Service Estimate to a Repair Order. Keep in mind that once you convert the estimate to a repair order any revisions you make to the estimate will not carry forward to the Repair order. The transfer of information is not dynamic. So if you make changes to an accepted Service Estimate make sure you also change the Repair order, Once an Estimate has been Accepted you will see a link to the Repair order here: