Quote and Estimate List

This help topic is applicable to the following TireMaster applications:

TireMaster Point of Sale	TireMaster Plus	TireMaster Corporate

Quotes and estimates that have been saved can be retrieved from the Quote and Estimate List.

Item	Description
Name	Lets you search for a quote or an estimate by typing the customer’s name.
Phone	Lets you search for a quote or an estimate by the phone number recorded on the quote or estimate.
Quote #	Lets you search for a quote or estimate by typing its system‑assigned document number.
Find	Activates the search for a quote or estimate.
Clear	Removes the names, document numbers, or phone numbers used to search for a quote or an estimate.
Legacy Quotes	Lets you convert quotes created and saved in the Quote Module in older TireMaster versions to the Quote and Estimate Writer.
Active	Displays only quotes that have not expired.
Expired	Displays expired quotes only.
Both	Displays both active and expired quotes.
Locked	Displays only quotes and estimates that are already open on another workstation.
Name	Displays the name of the customer.
Phone	Displays the phone number for contacting a customer.
Quote/Est. #	Displays the system-assigned document number for a quote or estimate.
Vehicle	Displays the description of a customer’s vehicle.
Date	Displays the date a quote or estimate was created.
Expires	Displays the expiration date for a quote or estimate.
Sales	Displays the name of the user who created the quote or estimate.
Locked By	Displays the name of the user logged into the workstation on which the quote is open.
Locked On	Displays the date on which the quote was locked.
Delete Quote/Est.	Lets you delete a quote or an estimate.
Unlock Quote/Est.	Lets you unlock a quote or estimate.
OK	Exits the Quote and Estimate List and displays the quote or estimate that you selected on the main Quote and Estimate Writer screen.
Cancel	Lets you exit the screen without selecting a quote or an estimate.