Convert Estimates to Sales

This help topic is applicable to the following TireMaster applications:

TireMaster Point of Sale

TireMaster Plus

TireMaster Corporate

You can use the information from estimates to encourage customers to schedule recommended services and complete the sales process. Estimates for recommended services can be stored with customer and vehicle records, simplifying follow-ups with customers who decline services.

When you recommend services for a vehicle, the customer might ask to schedule an appointment. In this scenario, you can begin the process of scheduling the appointment from the Quote and Estimate Writer.

To schedule recommended services

1. Retrieve the customer’s vehicle inspection results.
a. Press F12 to open the Quote and Estimate Writer.
Note: You can also open the Quote and Estimate Writer at point of sale by clicking Chk on the Invoice Entry screen or by clicking Checklist on the Vehicle tab of the Customer Maintenance screen.
b. Click Find Quote/Est.
c. Select the customer’s estimate from the list, and click OK.
2. To enlarge the checklist panel, click until it reaches the size you want. This button is located on the right side of the screen between the quote and checklist panels.
3. Update the estimate if needed. Updating the estimate includes making changes such as raising or lowering prices and adding or removing items.
4. To authorize the items (parts and labor) for the services the customer has decided to buy, select the Auth check box for the applicable inspection area. The authorized total is updated (see lower-right corner of the screen).
5. Click Save.
6. Click Create/Update Appt. A confirmation message appears.
Note: If the Create/Update Appt button is disabled, the customer and vehicle need to be added to TireMaster.
7. Click OK to close the message. The Appointment List opens.
8. Choose the appointment date and time. You can also assign a mechanic and bay to appointment. For more information, see Schedule an Appointment.
Note: Appointments that originate from the Quote and Estimate Writer are automatically scheduled for the next day. If you don’t see the appointment when you click Calendar (on the Appointment List), advance to the next day on the Appointment Calendar.
9. Close the Appointment screens to return to the Quote and Estimate Writer. The rows in the Q and Auth columns are colored green to identify the items set aside for the appointment.
10. Close the Quote and Estimate Writer.

When a customer is ready for you to complete recommended services and repairs, you can turn the estimate into a work order or add the recommended items to an existing work order.

To turn an estimate into a work order

1. If you haven’t done so already, retrieve the customer’s estimate. For more information, see  Retrieve Quotes and Estimates.
a. Press F12 to open the Quote and Estimate Writer.
b. Click Find Quote/Est.
c. Select the customer’s estimate from the list, and click OK.
Note: You can also retrieve a customer’s estimate at point of sale by clicking Chk on the Invoice Entry screen or by clicking Checklist on the Vehicle tab of the Customer Maintenance screen.
2. To enlarge the checklist panel, click until it reaches the size you want. This button is located on the right side of the screen between the quote and checklist panels.
3. Update the estimate, if needed. Updating the estimate includes making changes such as raising and lowering prices and adding and removing items. For more information, see Record Vehicle Inspection Results.
4. To authorize the items (parts and labor) for the services the customer has decided to buy, select the Auth check box for the applicable inspection area. The authorized total is updated (see lower-right corner of the screen).
5. Click Save.
6. Click Create/Update WO. A confirmation message appears.
Note: If there’s already a work order for the customer, TireMaster gives you the option of updating the existing work order or creating a new one.
7. Click OK. The rows in the Q and Auth columns are colored green to identify the items added to the work order.
8. Close the Quote and Estimate Writer.

When you want to follow up with customers who've declined recommended services and repairs, refer to the Declined Services report. This document lists the names of the customers and descriptions of the services they declined. For more information, see Declined Services Report.