Creating an Estimate in Your Trial

There are two types of estimates available in Garage Hive:

  1. Normal Estimate where the customer calls the business and requests to be sent a quotation on a job they need,
  2. Vehicle Inspection Estimate where the customer brings the vehicle for an inspection, after which an estimate is created depending on the issues found on the vehicle.

In this article, we are going to look at the normal estimate.

In this article

  1. Create an estimate
  2. Copy authorised lines into a jobsheet
  3. Convert an estimate into a jobsheet

Create an estimate

To create a new estimate from the role centre:

  1. Click on +Estimate from the actions bar.
  2. Fill in the vehicle and customer details on the General FastTab.

  3. Add items and labour from the Lines section. For the items which don’t exist in the system(for example, items that you’ve not used before), you can use a placeholder item No. for example, MISC as you wait for the correct item No..

  4. If you click on any amount under the Totals Including VAT, 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.

Copy authorised lines into a jobsheet

There are two ways to convert an estimate into a jobsheet, first is copying the customer authorised lines into a jobsheet:

  1. Click on Process from the actions bar and select Copy Authorised Lines Into a Jobsheet. A jobsheet is automatically created, if no previous jobsheet was available.
  2. If a jobsheet was available, you could merge the estimate and the jobsheet.

Make an estimate into a jobsheet

The other method to convert an estimate into a jobsheet:

  1. Use the option Make Jobsheet, which means that the customer has approved all the items and labour in the estimate.
  2. Click on Process from the actions bar and select Make Jobsheet from the submenus. The jobsheet is automatically created, and the estimate is archived.

From the role centre estimate tiles, the estimate will be on the Awaiting Action tile. After making a jobsheet, the estimate is no longer available in the tile because it has been archived.

See Also

Video: How to create an estimate
Welcome to Your Role Centre
Create Your First Booking
Adding Items and Labour to a Jobsheet
Creating a Purchase Order
Processing a Purchase Order/Invoice
Viewing Items to Return
Creating a Purchase Return Order
Processing a Vehicle Arriving
Processing a Jobsheet to Invoice
Processing a Vehicle Inspection Estimate