How Can I Create and Manage an Estimate?
1. How to Create an Estimate
1.1 Creation of the Estimate from Manage Estimates:
- Go to the 'Repairs' section in RepairDesk and click on 'Manage Estimates' or click on the "+" button to create an estimate.
- Click on create estimate on the top.
- Enter relevant data in the fields;
1.2 Creating an Estimate from POS:
- Go to the Point of Sale (POS) screen.
- Select the Manufacturer, Device, Problem, Part, and enter Details, similar to creating a repair ticket.
- Click on the Make Estimate button on the POS screen.
- Perform any additional actions needed on the estimate.
- Once created, the estimate will be sent to the customer for approval.
1.3 Viewing Estimate from POS:
2. How to Send an Estimate Email to the Customer Manually?
3. How Customer Portal Works for Estimates
Key Takeaway
Contact Support
Frequently Asked Questions
A. By default, the estimate type will be Service, but you can set it to product too. In order to set the default estimate type to product, go to Store Settings > Module Configuration > Estimate
Enable the trigger Do you want to set the default estimate type as product ?
By enabling this option, the system will set the default estimate type to Product when creating new estimates.
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.
Q. Is there any option through which I can manually change the estimate status?
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
Find the estimate you wish to clone from the list.
Click on the three dots menu button next to the desired estimate.
As a user managing estimates in RepairDesk, you can now search for estimates based on various criteria. By using Advanced Filters in the estimate section, you can streamline your workflow by quickly locating specific estimates. The Advanced Filters dropdown includes the following options:
- Customer Organization
- Mobile/Phone Number
- Customer Group
- Ticket Reference
- Product/Service Name
