This document will outline the process of putting together a quote and sending it to the Customer for approval.
Open the Job #
Find and open the job that you wish to create a quote for.
Build the Quote #
From the Job’s screen, you can start to build up the quote (a), whether that is adding repairs, parts (b) or custom line items (c).
Adding Repairs, Parts or Stock #
Click the Add an Item button to add a repair, part or a stock item to the quote.
Search for a Repair, Part or Stock #
After clicking the above button, you will find a search box appears, this will allow you to search through your repairs, parts and stock items, just start typing and matching items will be listed. Once found, click on it and it will be added to the Job Breakdown section.
Add a Custom Item #
We know not all jobs are the same, and some require a custom item which would not typically be added to your Repair Pilot settings as it is specific to a job. To do this, click the Add a Custom Line Item button. This will show a slide in form where you can enter all the required details – once you are finished, click the green Add a Line Item button to add it to the job.
Printing/Viewing the Quote #
Once you are ready to create the quote, you can view/print the quote by clicking the Print Options button at the top of the job and clicking on Print Quote. This will show the full quote on screen to view or print.
Emailing the Quote #
You can send the quote direct to the customer’s email address. You can do this by clicking the Email a Quote from the top Contact Options button or by clicking the Email a Quote button in the Customer’s info box on the Job Screen.
Emailing the Quote #
Once clicked, a slide in screen will appear where you can edit the e-mail before sending it. The default text that appears here can be fully customised in the Settings (please see the guide here).
The quote is attached as a PDF to the email.
