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How to Estimate

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Quotes

Manually Add Items | Change Items | Remove Items | Print | Setup | Diagnostic Labor Times | Machine Operations

The Quotes feature in ShopKey5 allows you to build an estimate of parts and labor items, extended at your shop's rates. A running total of the quote is generated as you add and remove items. The quote can be saved for later use and printed for you or your customer.

Generating a Quote

A new quote is automatically started every time you pick a new vehicle or change your vehicle selection in ShopKey5. Parts and Labor items are added to your quote when you select them in the Estimating, Maintenance, and Fluid Capacity screens. Once you have added all the items to your quote, choose the Quote Tab to add customer information, manually add, or change quote elements, and print, and save your quote.

To create a quote in ShopKey5:

1. Pick a vehicle in the Vehicle Screen. The act of selecting a vehicle starts a new quote.

2. Choose Parts and Labor items in the Estimating panel. Add Maintenance items, if necessary.

3. Click the Quote tab. The Quote panel displays.



4. Add your customer information by clicking on the table cell fields and entering the appropriate values.

5. Manually add items and make any necessary changes to the Quote line items. (see Manually Adding a Part or Labor Item).

6. Click Save to save your quote.

Manually Adding a Part or Labor Item to a Quote

You may need to add a part or labor item to your quote that you are not able to find in ShopKey5 Estimator.

To manually add a part or labor item to your quote:

1. Select Add Item and then Part, Labor, Note, or Flat Rate Item. A blank line item is added to your quote.

2. Enter a Description.

3. Enter a quantity if a part, or number of hours if a labor item. If a Flat Fee item, just enter the fee.

4. Enter Part Number, if applicable.

5. Enter a Price if a part, or choose a Labor Rate if a labor item. Your quote totals update automatically.

6. Choose Save to save your completed quote.

Estimate Totals

Parts and labor estimate totals display on your Status Bar (at the very bottom of the screen) and on the printed reports. Any time you add an item or change a labor rate, the totals update automatically.

Changing Quote Line Items

The cells (fields) in the Quote Worksheet Panel can be edited. Click your mouse pointer in the cell you wish to edit. Overtype any existing value with a new number, or text, as applicable. All calculations and descriptions in your quote are updated.

Removing a Quote Line Item

Select the Delete link at the end of any line item to remove it from your quote. Select Delete All to remove all items from your quote.

Note: Removing an item from the Worksheet panel does not delete it from the ShopKey5 database, it simply takes it off the worksheet.

Setting Up Quote Options

The Setup Quote Options dialog box provides options for you to set up labor, tax, supplies, and hazardous materials rates. The dialog box is opened by selecting Setup. Refer to Quote Options Setup for details.

Printing the Quote Worksheet

Selecting the Print button allows you to print your quote.

To Print your Quote:

1. Click Print. The printed quote displays on your screen.

2. Click the Print button on the quote to send to the printer.

 


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