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DealerTeam

Create Service Estimate

Step 1:

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. 
Go to the Service Estimate tab

 

After clicking on the Service Estimate tab, leave the record type of new record at Service Estimate. Click Continue. 

leave the record type of new record at Service Estimate

 

Step 2:

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 and New. After adding the service vehicle you can add the customer account in the Veh Owner Account field.  Click on the Service Vehicle to add to the Service Estimate.

Add the customer in the account field. If the customer is not in the system you can create a new account from the lookup icon next to the account field. Click on the Service Vehicle lookup icon

 

Add the current miles in the Current Miles field. Click Save. 

Add the current miles

Step 3:

 To Add a line item click on Add Line and then select an Op Code by using the Down Arrow in the Op Code field.  Click on the Op Code to add it to the Service Estimate. 

To Add a line item click on Add Line and then select an Op Code

 

After selecting the Op Code, select Update.

After selecting the Op Code it will take to the line item, select Update.

 

Step 4:

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.

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.

 

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 Parts tab it will open a search box for parts.

 

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.

By clicking on the labor tab you can add Book Time and the labor rate to be calculated on the estimate

 

You have created a Service Estimate, by clicking the print button you can print a customer copy of the estimate.

You have created a Service Estimate, by clicking the print button you can print a customer facing estimate in a PDF format.

 

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. 

Status of the estimate,

Step 5:

If Customer excepts the estimate with one click on the Convert to a New Repair Order it will create a new Repair Order. 

If Customer excepts the estimate with one click on the Convert to a New Repair Order