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How to create a service quote

  1. In the Service Control Centre tab, click Service Vehicle List.

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  2. Select the vehicle you wish to provide the quote for, and click Create Quote.

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  3. Select the Type of quote (Service, General Work etc).

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  4. Click on Job 1.

  5. Load a Service Template (Service Schedule) if applicable.

  6. Enter a Job Heading.

  7. Enter Work to be Done codes, Concern notes, and Photos as required.

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  8. Click Add Job and follow steps 5-7 if applicable.

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  9. Click Save, or Save & Cost if you wish to enter the cost/customer price for the quote.


each separate repair should be it's own job, so that you can accurately report on each repairs costings



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