How Can I Create and Manage an Estimate?
To assist you in this matter, RepairDesk allows you to create estimates for your customers. It's super easy and is just like creating a regular ticket/invoice. The cherry on the icing is that if the customer can approve the estimate so that you can proceed, you can convert it to a repair ticket in just one click.
Benefits of Estimate Module:
1. Involve customers which will increase their satisfaction level.
2. Automatic estimate approval from the customer.
3. Your customer can approve an estimate or request for changes.
4. Auto estimate conversion to ticket/invoice based on the business requirements.
5. The customer will be able to view the amount he needs to pay for the job.
Table of content :
1.How to create an estimate
2.How to send an Estimate to customer manually
3.How module configuration works for estimates
4.How email and notification section work for estimates
5.How customer portal works for estimates
1. How to create an estimate:
You can create an estimate in multiple ways. An estimate can be created from the POS screen or from the Manage Estimates section.
If the user request for changes, he will click on the change request button. A popup will appear where he can type the request.
Pop up for Change Request:
Based on this request, an email will be sent to the store admin and when an employee will open that estimate, the request will be shown in a pop-up.
After editing the estimate to cater the change request, once again customer approval will be required for that estimate.
1.2 Creating an Estimate from POS:
Step 1. Go to the Point of Sale (POS) screen.
Step 2. Select Manufacturer, Device, Problem, Part, and enter Details just like creating a repair ticket.
Step 3. Click on Make Estimate (button) on the POS screen.
Based on the customer's valid email address, the following email will be sent to the customer for estimate approval.
Step 6.if the customer has not given the email then the user can also approve the estimate from the view estimate page. You can approve the estimate by opening View Estimate pop up and clicking on the estimate ID.
2. How to send an estimate email to the customer manually
Step 1. Email estimate from estimate listing page:
When the estimate is created, you can send an email to your customer from the estimate listing page. Under the action button you need to click on email estimate.
You can also send a manual email from the estimate view page.
3. How module configuration works for estimates
You can access the settings by going through Settings => Module configuration => Estimates
You can customize the estimated receipt title, term, and conditions for both thermal receipts and service receipts.
4. How email and notification section works for estimates
You can either update the email template or if you don't want automatic email, simply turn off the automatic emails from 'email and notification'.
5. How customer portal works for estimates
Customer Portal Dashboard
Customers can also view their estimates from the customer portal. Once the customer login to the portal, he can view all the estimates created against him/her.
Customers can view all the estimates and approve them but they cannot create an estimate from the customer portal.
Customer can select an estimate from the estimate listing page in the customer portal and view the specific estimate and its current status.
Estimate View Page:
The customer can view the estimate details but he can not change them.
Frequently Asked Questions
A. You can add the internal notes in estimates for your employees as you add them in the ticket section. What you need to do is, you have to go to the estimates section and you have to create a new estimate.
Note: You can also add the internal notes on already existing estimates
Manage estimates > Create estimates or update estimates
After adding the internal notes, you can view them or edit them by clicking on the estimates from the listing.
After selecting the estimate from the listing page, you can see the added internal notes under the private comments tab at the bottom of the screen.
If you want to restrict your employees from changing the internal notes, you can also do that.
In order to restrict your employee from changing the internal notes, you have to disable the permission against your employees by going to the roles and permission section.
Settings > Employees > Manage Roles and permission > Estimation > Change internal notes
After disabling the permission, your employee wouldn’t be able to edit the internal notes.
Q. Can I make customer approval mandatory?
A. Yes, you can enable a trigger from module configuration >> estimates. Based on that trigger customer approval will be made mandatory.
Q. How can I add a signature while approving estimates?
A. Yes, you can add a signature while approving estimates by enabling the trigger from module configuration >> estimates.
A. You can not directly create an invoice from an estimate. To create an invoice, first convert the estimate to repair ticket. Then you can create an invoice against a repair ticket.
Q. Can I create estimates for Trade-In items and accessories?
A. Definitely! The same procedure is applicable to create estimates for Trade-In and Casual Items. You can also convert this estimate for these items as a repair ticket.
A. NO, if customer approval is marked as mandatory then the employee can not approve the estimate. Only customers will be allowed to approve that estimate.
Q. Can I create an estimate from the lead section?
A. Definitely! You can create an estimate from a lead. You can also email the estimate to customer directly from lead and download as a PDF as well.
To do this, simply open a lead. Click on Email to email estimate to the customer. Click on Download Estimate to save a copy of the estimate as PDF file on your system.
To know more, please click here.
Q. Is there any option through which I can manually change the estimate status?
Q. Is there any option to create estimate form tickets?
A. Yes you can create an estimate from a ticket but with the following limitaion.
1.if any invoice is attached to a ticket then the user will not be able to create its estimate.
The following are the steps to create estimates from tickets.
A. It depends on your choice, once you update the estimate system give you the option to send an estimate or proceed without customer approval.
A. Yes you can disable this option by store settings=>module configuration=> Tickets