Create a Job Estimate

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

Select the menu expand button on the job card page:

and then select the ESTIMATE icon as shown below:

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

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

From here, the steps follow broadly along the same lines as creating a standard job card, for example, the first step will be to identify the asset to which the job card estimate applies.

From here, instructions, parts, and labour, can be added to the job card using the same method as adding these on to a standard job card.

TO FINISH

Once the estimate job card has been created, instructions, parts, and labour added as necessary, the user can then create a PRO FORMA invoice to show the details of the estimate.

To do this, the user selects the

2. Toggle to the job estimate screen by clicking the Job Estimate button on the left-hand side

3. Click New on the job estimate screen

4. Add the Asset Registration Number to locate the asset in the system

5. The system creates a job estimate record for the asset

6. Add the instructions for the estimate by clicking the Add icon in the Instructions tile

7. Fill in the instructions for the estimate. Add multiple instruction line items if needed

8. Next, click the Add icon on the Labour tile to add the estimated labour hours for the job

9. Fill in the details for the estimated labour. Most important is labour rate, technician, estimated hours, and quoted hours. Estimated hours may differ from quoted hours if you want to add a buffer, or charge for fewer hours. Click Save when done

10. Next, click Add next to the parts tile

11. Locate the part using the search function, fill in the required quantity, and click Submit to add the part to the estimate

12. If needed, click the view icon in the Job Estimate Summary tile to check your work and then print the estimate for the client

13. Click Print Pro Forma. Print to PDF to attach the estimate to an email and send to the client

13. When the customer has accepted the estimate, the estimate needs to be converted to a Job Card. Toggle the estimate from Open to Open Shared