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DealerTeam

Create a Service Estimate

Goal

Service Estimates give an approximation for the total cost of parts and labor on a job.

After reading this article you will be able to:

  • Navigate to Service Estimate
  • Create a New Estimate

 

Step One: Navigate to Service Estimate

From the DealerTeam Service app, click the Service Estimates tab. 

Click Service Estimate tab.png

 

Step Two: Create a New Estimate

  1. Click New.

2.1.png

 

  1. Select the Service Estimate type.
    • Service Estimate Record Types
      • Service Estimate - Standard Repair Estimate
      • Used Car Recon - Used Vehicle Reconditioning Estimate
  2. Click Next.

2.2 2.3.png

 

  1. Fill in the Account (a), Service Vehicle (b) and Current Mileage (c) and click Create New.

2.4.png

 

What's Next

Add a Job Line to the Service Estimate.