Create a Job Estimate

1. To create a Job Estimate, click JOB CARD icon on the home page.

2. Select the ESTIMATE icon.

3. This will open the JOB ESTIMATES page, which will include OPEN ESTIMATES, SHARED ESTIMATES, CONVERTED ESTIMATES, LOST ESTIMATES.

4. To create a NEW estimate, click on the NEW buttonin the top left-hand corner of the page.

5. Enter the Asset registration number.

6. Add instructions, parts, and labour to the estimate using the same method as adding these on to a standard job card.

7. Once the estimate job card has been created, instructions, parts, and labour added as necessary. Click SAVE. 

8. Click on the OPEN to change status to OPEN SHARED.

9. Click on estimate review icon. 

10. A proforma invoice can be sent. 

11. To sign off click SIGN OFF.

12. A dialogue box will open. DO YOU WANT TO CHANGE ESTIMATE STATUS FROM SHARED TO CONVERTED OR LOST? Click OK to proceed.

13. A new screen will appear asking if the LOST or CONVERTED. 

14. Choose CONVERTED. A warning will appear 'ESTIMATE CANNOT BE MODIFIED ONCE CONVERTED. DO YOU WISH TO CONTINUE?'.  Choose OK if you wish to proceed. 

15. The estimate status will be changed to CONVERTED. 

16. If LOST choose a reason from the dropdown menu. 

17. A lost Estimate will have LOST in the status.