Creating an Estimate
To create a new Estimate:
- Select Estimates in the Home Screen, and then choose New.
Select the Service Type - This is the type of job that you are quoting.
- Fill in the Vehicle Registration No.:
- If the vehicle is in the system, the customer card will be auto-filled.
- If the vehicle is not in the system, the system will look it up using VRM to obtain the vehicle’s details.
- After the VRM lookup for the vehicle, enter the customer information:
- If the customer’s information was previously entered for another vehicle, the system will obtain the customer’s information and link it to the vehicle.
- If the customer is new to the system, the system will prompt you to Create a new customer card.
- Fill in Address & Contact FastTab in the Customer card:
- Select Lookup Address from Postcode, enter the Postcode, click OK, and then select the appropriate address.
Fill in the contact information, including phone numbers and email addresses.
You can enter any information the customer has provided about the estimate in the Comments section.
Under the Group Items section, you create groups where you add lines based on job to be quoted. The groups help in the categorisation of the lines, for example you can create groups like Full Service and MOT, Tyre Replacement and so on. Read more here Grouping document lines.
- You can now begin adding Labour lines, Items lines, or Service Packages to the estimate:
- Type column - Select either Labour or Item as the line.
- No column - Enter the number for Labour or Item, in the system. For example, for item, you can use a placeholder item number, such as MISC for items you currently don’t have in stock, inventory items like air filters and engine oil, non-inventory items like consumables, or external services, and so on; for labour, you can choose service labour, standard labour, and so on.
- Description column - This is the item or labour description that will appear in the customer’s estimate.
- Quantity column - Enter the quantity of items or hours to quote.
- Unit Cost column - This is the cost of an item to the business. This field is left blank for labour.
- Unit Price - This is the price at which the customer will buy the item or labour per unit.
- Unit Price (Calc) Incl. VAT column - When you click on the amount in this field, a pop-up window will appear, showing the Unit Price, Margin %, Unit Price Incl. VAT, and Total Incl. VAT, allowing you to do price calculation.
- Line Discount % column - If you’d like to apply a discount to the job, within this field, fill in the percentage discount.
- Line Discount Amount column - This is the amount applied to the line as a discount. By default this column is not visible, but you can use personalisation to add it.
Line Amount Excl. VAT - This is the pre-VAT total line amount.
If you click on any amount under the Totals Including VAT section, which is below the estimate lines, a pop-up window appears which shows the Document Total, Price Calculation, Customer Authorised totals and Customer Unauthorised totals.
When the work in the estimate is authorised
You can either create a jobsheet with all of the items from the estimate added to it, which will close the estimate, or you can select specific lines from the estimate to add to an open jobsheet if one already exists. To convert the whole estimate into a jobsheet:
In the actions bar, select Process, then Make Jobsheet. This will convert your estimate into a jobsheet, which you can then use to create an allocation for the job in the schedule for the relevant day.
To Select partial lines from the estimate to add to an open Jobsheet:
- From the estimate lines, tick the checkbox in Customer Authorised field, for all the lines that have been authorised by the customer.
Then, select Process from actions bar, followed by Copy Authorised Lines to Jobsheet, and select the jobsheet to which you want to copy the lines, and click OK. This will add the selected lines to the selected jobsheet.