Request a Quote-Service app
When technicians discover additional work is needed during service, or when a customer requests work requiring prior approval, technicians can submit a quote request to the back office. This can be for the unit they are actively servicing or a different unit at a specific location. Depending on where the request is initiated, fields such as Customer, Location, and Equipment Serial Number/Make/Model may auto-populate.
From the Home Screen: In the Requests card, press the + button, then select Quote. Use this option to request a work order for a location and/or equipment not currently in the technician’s Work in Progress (WIP). Once the quote request is initiated, the location and equipment fields will be blank, and the technician will need to select the appropriate options.
Within a Work Order (Location Card): Press View Details in the Location card. Use this option if the work order request pertains to the location but is not specific to the equipment linked to the work order. Once the quote request is initiated, the Location field will auto-populate.
From Within a Work Order (Equipment Card): Press [View Details] in the Equipment card. Use this option if the work order request pertains to the equipment associated with the active work order but does not link directly to the work order. Once the quote request is activated, the Location and Equipment fields are auto populated.
From Within a Work Order (3 Dots): Press three dots at the top, right corner then press Quote. Use this option if the work order request is specific to the current work order and the equipment associated with it, linking the work order number to the request. Once the quote request is activated, the Location and Equipment fields are auto populated.
Once the quote request is activated, depending on which option was used to access the quote request, the Location and Equipment may or may not be auto populated. IMPORTANT: Fields marked with an asterisk (*) are required fields.
Customer Card
If the Location is not populated, select the relevant Location. Depending on your dealership's company settings in HQ, the Contact Name, Email, and Phone may also be required.
Request Details Card
Equipment: If the equipment field is empty, select the relevant equipment.
Priority: The default priority is set to 'Normal.' TIP: Dealerships can define what Low, Normal, High, Critical represents. Technicians performing the job can estimate the required hours, and determine the number of technicians needed, and identify any additional equipment needed to do the job (i.e., scissors lift, crane, trailer, etc.). NOTE: Once a quote is submitted, back-office team members subscribed to quote request notifications will be alerted. The back office can then process the quote as usual and send it to the customer. The priority can be adjusted in HQ after the quote is submitted. Assigning a priority level helps the Back Office effectively manage and prioritize requests. Click here to learn more on how to adjust in HQ.
Labor Hours: Enter the estimated number of hours it will take to complete the quoted job.
Technicians Needed: Enter the estimated number of technicians needed to complete the quoted job.
Additional Equipment: Enter additional tools and/or equipment needed to complete the quoted job.
To Add Part(s)
To add parts needed for the repair:
- Press [Add Part]. The Part #1 card will appear; enter the part number, description, and quantity. TIP: Use the [Magnifying Glass] icon to search the technician's assigned parts locations.
- Repeat the above steps until all necessary parts are added.
To Add Picture(s)
To add pictures relevant to the repair (i.e., data plate, parts needed replaced, the damage, etc):
- Press [Add Picture].
- Select from the available options to add a picture, then add
- Repeat the above steps until all necessary parts are added.
Press [Submit] to submit the Quote Request. TIP: If unable to select the Submit button, double check that all fields with an asterisk (*) have the respective information entered.
