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Estimate

New Estimate
To create a new Estimate a Customer & Vehicle record must be showing. Search for add Customer & Vehicle. Any previous Estimates for the Customer will be available with the most recent one showing in the area below.
Click the New Estimate button and check the date and enter odometer reading. Fill in Customer issue/request.
Itemize parts by typing any or all information on the left parts side of the page. The minimum required is Price and Quantity.
If you have pre-loaded parts prices for common goods, begin by typing your part number or part name in the appropriate box. A short list will appear. Click on the desired item and it will be auto-filled. Any auto-filled items can be changed by typing over with the new amount or text.

Labour is filled in a similar manner. Use the drop-down arrow under Labour Code then fill in the hours. Adjust the price if desired.

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