How do I create a quotation for the customer?

The quotation is what protects you from “I never agreed to that amount”. In the workshop it is a separate step before the invoice, and it converts into one with a single click.

Steps

1. From the job card page press New quotation, or open Workshop → Quotations — Figure 1.
2. Confirm the customer, the job card and the warehouse — Figure 2.
3. Add the lines. Each has a type: service (labour) or spare part, picked from stock by search.
4. Enter the quantity, unit price and tax rate; the line total is computed for you.
5. To save time, insert a ready-made package instead of typing its lines one by one.
6. Set the quotation date and valid until, write the notes, then save.
7. Upload photos of the failed parts from the photos tab; they lift the acceptance rate considerably.
8. Once the customer agrees, press Approve.

Notes

• A quotation linked to a job card carries the vehicle details automatically when printed, so always start from the card.
• Keep valid until sensibly short; parts prices move, and an old quotation coming back at you is a loss.
• Separate labour from parts into their own lines; customers accept the amount far more easily when they can see what it is made of.
• Do not start work before the quotation is approved or signed; that is the root of most disputes.