Auto repair quotes

If your trade is auto repair, quotes have a few extra sections, because many places have rules for repair shops.

Vehicle

Tap Add the vehicle: make, model, year, licence plate, VIN and odometer, in miles or kilometres. On the invoice you also record the odometer in and out and the day it was returned.

Repair terms

Tap Repair terms to choose the estimate: Written estimate, Oral estimate, Go ahead up to a limit or No estimate. You can add a diagnosis fee, storage per day, what happens to replaced parts, and your guarantee. Where a place needs the customer’s signed choice on a form to skip the written estimate, the quote tells you.

Parts

On a material item, set Condition (new, used, rebuilt or reconditioned) and Origin (OEM or aftermarket). They print next to the part, as the rules in many places ask.

The customer’s go-ahead

Under Customer approvals, tap Record an approval before you start:

• how they approved: in person, phone, email or text;
• who approved, and their phone;
• what they approved and the total.

Approvals are saved with the date and time and can’t be changed or deleted later. If the work grows, the quote tells you when the total goes over what was approved, and how far your place lets it go before you must ask again. Record each new go-ahead the same way.

A quote with approvals can’t be deleted.