Two: Getting Started
To make a counter invoice, click on File - New - Counter Invoice. A counter invoice does not require a vehicle to be selected. Counter invoices are saved to the invoice section and will show on the sales reports.
ESTIMATES AND INVOICES
Estimates and Invoices are created by following these steps:
To select a vehicle year, click on a year from the Year Menu on the left side of the screen.
After selection of a year, move to the MAKE category menu. Move the highlighted bar to the desired make, and press the ENTER key or click on it. Note that the first choice is blank. If you work on other type of vehicles or equipment that we don't list, add the manufacturer here. It will be added to the list. The Model and Engine will be blank and also save your entries. Also note that if you specialize in a limited number of makes, this menu can be customized so that only the makes you wish to see will appear in the menu. Go to Edit to edit the makes list.
After selecting a Make, move to the next menu, which is MODEL. Only those models associated with the Make selected will appear. Click
on or move the highlighted bar to the desired selection and press the ENTER
After a Model is selected,
click on or move the
highlighted bar to the desired engine choice, and press the ENTER key.
Move the cursor to the
desired selection, and press the ENTER key.
(For detailed information on the repair categories, refer to Chapter
The next step in creating an estimate is to choose the repair for the selected vehicle. After the repair category is selected, the program goes to the repair menu. Click on or position the highlighted bar on the desired item and press the ENTER key. If your desired item is not in the menu , you may want to go back to the Repair Category menu and select another general category to find the item or click on "add item" at the end of the list.
Once a repair has been selected, the cursor is then positioned on the Quantity field. The quantity column is automatically set to default at one (1) item except for items in Dynamic Kits.. To change the quantity, simply type in the number you wish, and the change will be displayed. All quantity changes are temporary and for the current estimate only.
the Estimate, Invoice, or WIP
When you exit or select "New Vehicle", Quick Quote will ask you if you want to save this this as an Estimate, Work in Progress or an Invoice. Up to 1,000,000 estimates are saved. To view past estimates, choose File - Open - Saved. You can load an entire RO or just the customer information. You can also switch ROs to another location - Estimate, Work in Progress, Invoice, Deleted or Archived.
Jobs are rated; "A" Specialized Technician, "B" Journeyman, "C" Light Line. A blank space in the skill level column will cause a "B" rate for that line.
Click on the "+" button in the Part Description box and change the check mark in front of Taxable.
SETTING LABOR & TAX RATES
The Labor Rates in the program are changeable. Go to Settings
SETTING YOUR TAX
The Sales Tax in Quick Quote is changeable in two ways. First, the percentage can be set to your specifications, and second, whether the tax should be applied to parts only, or to both parts and labor. Go to Settings
SETTING FREON PRICES
Go to Settings. Changing the per pound price here will change the prices on all vehicles.