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Create an Estimate (Quote)

Creation Date: Jun 13, 2024
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​# DockMaster

  1. Click Service Management > Maintenance Functions > Estimates

Click Service Management > Maintenance Functions > Estimates

2. Create a new Estimate​

Click the blank paper icon to start a new Estimate or type N and press enter in the text box.

Create a new Estimate

3. Enter a Customer​

Right click and list or "" and search to find an existing customer.

Enter a Customer

4. Verify the boat​

If the customer has multiple boats, select from the list. If there is only one boat assigned to the customer, it will populate the Customer Boat Information fields. To create a new boat for the customer, right click in the Boat ID field and select Boat Maint or F7 to go to the Boat Maintenance page to create a new boat. Once you have set up the new boat, save the page and return to the Estimate Maint. tab to search for the newly created boat to assign it to the Estimate.

Verify the boat

5. Add Operations​

Click the blank paper icon with the + sign to add an Operation

Add Operations

6. Add an Operation Code​

Add an Operation Code

7. Select the OP Code from the list​

Select the OP Code from the list

8. Assign the "Unassigned Operations" technician as a placeholder throughout the Estimate​

If you're unsure of which Technician would be completing the service, assign a placeholder.

Assign the "Unassigned Operations" technician as a placeholder throughout the Estimate

9. Assign Parts or a Part Kit​

Assign Parts or a Part Kit

10. Assigning a Part Kit will add a bundle of parts that are typically sold/included together​

Assigning a Part Kit will add a bundle of parts that are typically sold/included together

11. Click Update to add the Part Kit​

Click Update to add the Part Kit

12. Assign a Technician in Labor​

Assign a Technician in Labor

13. If the job is Sublet, enter the information on the Sublet tab​

Enter "N" to create a new Sublet order number. Continue through the additional tabs to enter Bill To/Ship To information and Payments information.

If the job is Sublet, enter the information on the Sublet tab

14. Add any additional charges​

Add Billing Codes, Misc. Charges, Freight, Equipment, and/or Mileage that may apply.

Add any additional charges

15. View the Forecast to see the profit summary for this Operation​

View the Forecast to see the profit summary for this Operation

16. Save the Operation​

Save the Operation

17. Close the Estimate Op Maint tab​

Close the Estimate Op Maint tab

18. Add any additional Operations to the Estimate and Save​

Add any additional Operations to the Estimate and Save

19. Print the Estimate​

Print the Estimate

20. Provide the Estimate to the customer for review and signature​

Provide the Estimate to the customer for review and signature

Approve the Estimate

21. Click Service Management > Estimates​

Click Service Management > Estimates

22. Recall the Estimate by right clicking and selecting it or "" and search​

Recall the Estimate by right clicking and selecting it or "" and search

23. Approve Operations and Save​

Edit the Operations if needed.

Right click and select Approve All if all Operations on the list are approved, or individually approve by clicking the check boxes on the right. Once all have been reviewed and approved, Save the Estimate.

The Estimate is now available to be converted to a Work Order.

Approve Operations and Save