Frequently Asked Questions

Service Estimator allows you to access all Estimates created – even if you did not enter customer information.  To view a quote that you saved without customer information:

1. Navigate to the Business Tools tab.

2. Click Estimate Reports, View.

3. Click View Estimate Report.

4. Check View Estimates Saved with no Customer.

5. Click Submit.

6. See results;

1. You can sort the results by date, amount or PO #, simply click on that field label to reorder the Estimates.

2. Click on View Details once you have located your saved Estimate.

You can locate a saved customer Estimate with the recall function.  

To locate a saved customer Invoice, you will recall it.  

You can locate a saved customer Invoice with the recall function.  

 

To locate a finalized customer Invoice, you can recall it or view it from the Business Tools section:

1. Navigate to Business Tools tab.

2. Click on Invoice Reports.

3. Select View Invoice Report.

4. You may narrow the results by selecting one of the three criteria for Current Month or Current Invoices.

Once an Invoice has been paid in full, it is important that you finalize it.  By finalizing it you create a record that indicates it is paid in full for your reports and accounting department.

Occasionally, the connection to your Parts Supplier may be interrupted.  In this case, all orders must be placed by an alternative method such as phone or fax.

 

To ensure your connection to the part ordering network is working properly, you can

1.  Navigate to the Administration tab

2.  Click the Configure link next to Supplier Administration

3.  Click the Test Gateway Connectivity button at the bottom of the page

To find all saved Estimates generated during the same day:

1. Navigate to Business Tools.

2. Click Estimate Reports, View.

3. Click View Estimate Report.

4. Select View Todays Estimate.

5. Click Submit.

Select View Estimates saved with no Customer if you wish to access Estimates that may have been created without Customer information associated to them.

When you set up your Service Estimator profile you will define your default  hourly labor rate.  However, if you need to change the Labor Rate for a specific task:

1. From Catalog

1. Select the labor item you plan to post to the estimate.

2. Click in the Rate text box and change the default rate to the new rate for that labor item

3. Post the labor item to the estimate by clicking the Add to Estimate button

2. From the Estimate page

1. Click the Edit Parts & Labor Items link at the top of the Parts & Labor section

2. Locate the labor item on the Estimate Details page

3. Click in the Rate text box and change the default rate to the new rate for that labor item

4. To save, click the Select & Continue button

For a frequently used procedure or charge, set up a custom field in your profile.

For infrequently used procedures or charges:

1. Navigate to Labor section while preparing your Estimate.

2. Select Add Custom Labor.

3. Insert relevant information and charges.

4. Click Add Labor.