Generating an Estimate

An estimate is created like a service ticket.  If the grid is used and includes estimates, you can select which kind of estimate to create.

 

 

 

Items can be entered on the Detail tab or ordered through the PO Info tab the same as on a regular service ticket.

 

If the store requires a deposit on estimates, the Deposit screen opens after you click Save for you to enter the deposit amount and proceed to the payment screen.  The estimate is saved as a  service ticket.

 

Estimates can easily be found by selecting the Estimates button in the Find Service Ticket screen.

 

 

Should a customer choose to proceed with an estimated repair, you can convert an estimate to a service ticket by editing the estimate and changing the ticket status from Estimate to Open.