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Navigating the quote list

The Quote List can be found under the Service Control Centre tab, and is used to manage your service quotes.


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The top of the screen displays the search field, where you can search via vehicle details, client name, and quote number. You also have filters to limit or expand your search via dates, branch, and active/deleted quotes.


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Under the filters are the action buttons.


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Edit Quote - Used to edit the quote details.

Cost Quote - To add costs onto the quote for labour/parts etc.

Create R/O - To turn the quote into a repair order.

Merge to R/O - Allows you to merge the quote into an existing repair order.

Delete Quote - Allows you to delete the quote.

Print Quote - Used to print the quote.



Related Articles


How to create a service quote


How to cost a service quote


How to turn a service quote into a booking