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Quotes & Jobcards

The following aspects are covered in training for the Quotes & Jobcards Module:

Quotes

  • Setting up Defaults
  • Setting Protocols
  • Adding New Models
  • Adding Part Codes
  • Getting Part Prices
  • Second Hand Stock
  • Adding / Printing Photos
  • Notes
  • Autadex Import
  • Changing Rates
  • Adding a Quote
  • Entering Line Items
  • Optimising
  • Part Price Listing
  • Retail Prices
  • Time/Scheduling
  • Reprinting Quotes
  • Thatcham Import

Assessing Quotes

  • Make Changes
  • Authorisation

Customer Follow Up

  • Defaults – Setting up
  • Email Configurations
  • Manual Customer Follow Up
  • Manual Reports
  • RGT Reporting
  • Sending Email

Jobcards

  • Booking in Jobcards
  • Scheduling the Job
  • Making of the Jobcard
  • Closing the Jobcard
  • Making of a Temp Job
  • Looking up a Jobcard
  • Customisable for Profit
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