Create an Estimate (Quote)

DockMaster

  1. 1. Click Service Management > Maintenance Functions > Estimates

    Click Service Management > Maintenance Functions > Estimates

  2. 2. Create a new Estimate

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

    Create a new Estimate

  3. 3. Enter a Customer

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

    Enter a Customer

  4. 4. Verify the boat

    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.

    Verify the boat

  5. 5. Add Operations

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

    Add Operations

  6. 6. Add an Operation Code

    Add an Operation Code

  7. 7. Select the OP Code from the list

    Select the OP Code from the list

  8. 8. Assign the "Unassigned Operations" technician as a placeholder throughout the Estimate

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

    Assign the "Unassigned Operations" technician as a placeholder throughout the Estimate

  9. 9. Assign Parts or a Part Kit

    Assign Parts or a Part Kit

  10. 10. Assigning a Part Kit will add a bundle of parts that are typically sold/included together

    Assigning a Part Kit will add a bundle of parts that are typically sold/included together

  11. 11. Click Update to add the Part Kit

    Click Update to add the Part Kit

  12. 12. Assign a Technician in Labor

    Assign a Technician in Labor

  13. 13. If the job is Sublet, enter the information on the Sublet tab

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

    If the job is Sublet, enter the information on the Sublet tab

  14. 14. Add any additional charges

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

    Add any additional charges

  15. 15. View the Forecast to see the profit summary for this Operation

    View the Forecast to see the profit summary for this Operation

  16. 16. Save the Operation

    Save the Operation

  17. 17. Close the Estimate Op Maint tab

    Close the Estimate Op Maint tab

  18. 18. Add any additional Operations to the Estimate and Save

    Add any additional Operations to the Estimate and Save

  19. 19. Print the Estimate

    Print the Estimate

  20. 20. Provide the Estimate to the customer for review and signature

    Provide the Estimate to the customer for review and signature

Approve the Estimate

  1. 21. Click Service Management > Estimates

    Click Service Management > Estimates

  2. 22. Recall the Estimate by right clicking and selecting it or "\" and search

    Recall the Estimate by right clicking and selecting it or "\" and search

  3. 23. Approve Operations and Save

    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.

    Approve Operations and Save