Start a Quotation

A quotation is a written price for work the customer has not agreed to yet. It is built exactly like an invoice, with the same services, parts and labor, but it has its own Quotation # and does not take parts out of stock. The quotation search looks across all of your customers, fleet accounts included, and a new customer added here only needs a name. When the customer agrees, you convert the quotation into an invoice from the invoice screen.

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How do I write a quotation? #

From the Home Screen, click Invoices → Add Invoice.
Click Quotation.
Under REPEAT Customer (Quotation) Search By, search by License Plate #, VIN, or name and phone. For someone new, fill in Add New Customer for Quotation. Only the Name is required.
Click SELECT beside the customer, then SELECT beside the vehicle, or add one with ADD VEHICLES.
Enter the Odometer reading and click SAVE & GO TO QUOTE.
Add the services, parts and labor, then click SAVE. The number at the top reads Quotation #.

How do I write a quotation? #

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