✅ 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
Check that any required PO Number is added (optional).
✅ Step 3: Add Issues or Jobs
Under Complaint, enter what the customer is requesting.
If needed, add multiple issues by clicking Add Issue.
You can switch an issue from Complaint to Service to define specific jobs.
✅ Step 4: Add Parts and Labor
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)
✅ 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!