Step 1: Go to Services
Click the Services tab in your dashboard.
Click Estimate→New Estimate to create an estimate.
Step 2: Add Customer and Vehicle Info
Step 3: Add Issues/Jobs
Under Complaint, enter what the customer is requesting.
If needed, add multiple issues by clicking Add Issue.
If additional details are needed, add notes or attachments for clarity!
You can switch an issue from Complaint to Service to define specific jobs.
Step 4: Add Parts/Labor/Fees
Click Search for parts to include parts needed for the estimate.
Add the Quantity and Cost/Price.
Add any Labor items if applicable (set the hours and rate)
Add any Fees/Taxes and edit matrices as needed.
Step 5: Save the Estimate
Click Save to save your work order as an estimate.
This keeps it in your Estimates until approved.
Step 6: Send the Estimate
Open the saved estimate from the Estimates tab.
Click Share
Choose the customer contact and send the estimate by email.
Tip: Once approved, you can convert the estimate directly into an active work order!