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
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.
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.
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
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
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.
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.
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.
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.
an item from the Worksheet panel does not delete it from the
ShopKey5 database, it simply takes it off the worksheet.
Setting Up Quote
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
1. Click Print. The
printed quote displays on your screen.
2. Click the Print
button on the quote to send to the printer.