To create and send a quote to a customer, first make sure you are logged in to your MechanicAdvisor Shop Manager. 

  1. From the menu on the left, click on "CUSTOMERS".
  2. Next locate the customer you would like to quote and click into their profile. 
  3. Click on the "BUILD QUOTE/INVOICE" tab. 
  4. Select the vehicle from the drop down.
  5. Enter a description of the item or service. Enter the appropriate parts, manufacturer, labor times and rate. 
  6. Click "Save". 
  7. After the quote is created, you can print it, download it, or send it directly to the customer. 
  8. 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.

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