Writing Estimates

When a customer’s vehicle needs service or repairs, you can create an estimate with the Quote and Estimate Writer.

To write an estimate

1. Retrieve the customer’s vehicle inspection results.

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 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.

2. If your user ID is not already in the Quote/Est Sale field, press and select it from the list that appears.

3. If you haven’t already activated the checklist panel, click it. The checklist panel is active when it’s surrounded by a black box.

4. 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.

5. If you haven’t already done so, define which items are needed to complete recommended services of repairs. For more information, see Recording Vehicle Inspection Results

6. Save and print the estimate. The Report Window opens and displays a copy of the estimate.

7. Print a copy of the estimate for the customer. Then close the Report Window.

8. If the customer declines services, clear the Auth check box for each applicable inspection area. Otherwise, leave the check box selected.

Note: Services that have not been authorized (clear Auth check box) are included on the Declined Services Report. For more information, see Declined Services Report.

9. Close the Quote and Estimate Writer screen.