Create an Estimate (Quote)

Click the blank paper icon to start a new Estimate or type N and press enter in the text box.

Right click and list or "\" and search to find an existing customer.

If the customer has multiple boats, select from the list. If there is only one boat assigned to the customer, it will populate the Customer Boat Information fields. To create a new boat for the customer, right click in the Boat ID field and select Boat Maint or F7 to go to the Boat Maintenance page to create a new boat. Once you have set up the new boat, save the page and return to the Estimate Maint. tab to search for the newly created boat to assign it to the Estimate.

Click the blank paper icon with the + sign to add an Operation

If you're unsure of which Technician would be completing the service, assign a placeholder.

Enter "N" to create a new Sublet order number. Continue through the additional tabs to enter Bill To/Ship To information and Payments information.

Add Billing Codes, Misc. Charges, Freight, Equipment, and/or Mileage that may apply.

Edit the Operations if needed.

Right click and select Approve All if all Operations on the list are approved, or individually approve by clicking the check boxes on the right. Once all have been reviewed and approved, Save the Estimate.

The Estimate is now available to be converted to a Work Order.