REPAIR QUOTES

PROCESS FLOW

The process below shows how to create a quote for faulty assets. The process starts with identifying a job that has produced a fault report. From here, Fieldmagic allows you to seamlessly create a quote that brings in the details of the asset at fault to produce a turn-key quote. 

With faults
fault

CREATING A QUOTE

Navigate to Jobs. Select the job with a checklist that has faults. You can easily see this using the column "Checklist has fault " in the list view. 

If the box has been checked it means that the job contains a list of assets with standards checklists that contain at least one identified fault.

Field Service Quotes with Faults

Open the job record and then open the checklist that has a fault by using the "Checklist Actions" option. Select "Create Quote."

Field Service Quotes with Faults

If the asset type does not have a recommended product a default  "Custom" product line entry will be selected. Click the arrow beside it to select a product:

Field Service Quotes with Faults

You will be asked if you want to override the description. Simply click Cancel as you will need to retain the description text passed in from the failed job:

Field Service Quotes with Faults

Next, enter your Quote Summary. You may also wish to add a cover letter if required. Click the "Cover Letter" button:

Field Service Quotes with Faults
Field Service Quotes with Faults

If the client accepts the quote, simply click "Create job" and the quote will then create a repair job to schedule your repair. 

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