Overview:

The Service Quote window allows you to enter and review Service Quotes for repeated, scheduled service work covered under a Maintenance Contract or for one-time work (typically addressed via a single Work Order) for repairs, installations, etc. This window structures Service Quote information as follows:

General Service Quote information. This outlines information such as the Customer, the nature of the work, and how the request for the Service Quote came about.

One or more Versions for the Service Quote. For a Version, you can establish most of the information related to Service Quote’s terms (coverage period, dollar amounts, and pricing).

Optionally, a list of Items within each Version. An Item typically represents customer equipment to be serviced in some way.

An Item can have a list of underlying Tasks. You can either have these Tasks repeat multiple times within the Service Quote’s coverage period (as in the case of a Maintenance Contract) or simply create a list of Tasks required to perform a repair.

If it represents a Task grouping instead of a piece of customer equipment, an Item can also have an Equipment List.

A Version can have Other Costs that are subsequent to the actual work, such as permit fees or travel costs.

The terms under which you will bill the work defined within the Version.

A history of communications regarding the Service Quote between you and the Customer.

User Defined Fields that apply to the Service Quote.

The Service Quote’s amount can be as simple as entering a fixed amount at the Version level, or as complex as a detailed amount drawing on standard costs, prices, hours, etc. established for customer equipment and Tasks.

This window consists of three major areas:

Header block – Identifies the Id, description, and classification of the Quote.

Left pane – Allows you can navigate through and open the various screens in this window. The left pane also provides buttons which you can use to create new Versions, Items, or Tasks.

Work area – Located under the header and to the right of the left pane, this area allows you to enter and view information related to the Service Quote. When you click on a screen name in the left pane, the work area displays the actual screen.

The video below walks you though how to create a service quote specific to a maintenance contract

Benefits:

Process to build a quote for a customer using predefined pricing rules
Once the quote is created, and ultimately approved by the customer, you can quickly have the system create a maintenance contract to proceed with the work
Build quotes at a equipment, task, materials level

Roles:

Service Salesman
Service Manager

Additional Content

Create Service Quote for Work Order

Location:

Service Management > Quoting > Service Quotes

Video:

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