To create and send a quote to a customer, first make sure you are logged in to your MechanicAdvisor Shop Manager.
- From the menu on the left, click on "CUSTOMERS".
- Next locate the customer you would like to quote and click into their profile.
- Click on the "BUILD QUOTE/INVOICE" tab.
- Select the vehicle from the drop down.
- Enter a description of the item or service. Enter the appropriate parts, manufacturer, labor times and rate.
- Click "Save".
- After the quote is created, you can print it, download it, or send it directly to the customer.
- Click "Close" when finished, and view your completed quote under the customers name.
If this did not help, or if you have further questions, please reach out to us.