Phone Quotes

Phone quotes are estimates that do not require customer or vehicle information. This makes it much easier to give quick quotes to customers over the phone.

Phone quotes are saved to the Estimates in Progress Window automatically so that you can pull them up when the customer calls back. The quote number begins with a “Q” to distinguish it from an estimate.

You can convert quotes to estimates or repair orders. During conversion, you are required to enter or select a customer and vehicle.

To Create Phone Quotes

Click the Phone Quote button The new phone quote button in the main toolbar.. The quote opens to the Parts/Labor tab, which contains Edit Customer and Edit Vehicle links at the top of the window.

The new phone quote window with parts and labor added

NOTE: If Start with Service Requests is selected in Configuration, then the quote window opens to the Service Requests tab.

To get a quick estimate amount, add labor The add labor button in the ticket toolbar. or parts The add part button in the ticket toolbar. immediately.

To get a more accurate amount, click Edit Vehicle and enter the make and model of the vehicle.

To Save Phone Quotes

Phone quotes save automatically when you close them. They are assigned a "Q" at the beginning of the ticket number to differentiate them from other estimates.

Phone quotes appear in the Estimates in Progress Window.

Phone Quotes in the Estimates in Progress window.

To Convert Phone Quotes

You can convert a phone quote to an estimate or a repair order. Click the Convert button in the ticket toolbar. Then choose Convert to Estimate or Convert to R.O.

The Convert button in the ticket toolbar expanded to show both conversion options.

NOTE: If there are required services, the labor operations associated with the required services are posted to the new estimate or repair order.

Non-Job-Based View

Unconverted Items

Items not selected for conversion remain on the phone quote, which remains on the Estimates in Progress window with a status of Open.

To Delete a Phone Quote

To delete a phone quote, open it, click the Other Information tab, and change its Change Status to Delete.

The Change Status button pointing to the Change Status window.

You can also change its Status by clicking the Status link in the Information Section of the Parts/Labor tab.