*The new service estimating features must be turned on by a Centerpoint Admin - Please contact support if you would like us to activate this feature for you.
Service Estimating is designed for you to be able to assemble a material list and quickly recognize your cost as your sales team creates repair bids (Site Bids). If you take the time to add materials, labor, and other to your repair library these estimate items will automatically compile in your opportunity.
You will first want to start by applying your estimate information to the materials in your material library. **Please note: The coverage applied to the material means the quantity this material covers per unit. (i.e. 1 roll of blue tape covers 100 LF)
You will then need to go into your repair library and apply the correct materials needed to complete that repair. **Please note: The coverage applied to the repair means how many repairs can this material cover. (i.e. for "blue tape" I entered, 1 roll will cover 25 repairs)
Once you have all of your repairs estimated with the materials the crew will need to complete them, you are ready to start estimating your service repairs.
When creating a site bid you can pull the estimate items from the repairs or you can enter them manually. To pull in the estimate items you set up in your libraries, click the 3 dots, then select "Generate Repair Items".
Once you have added all of the repairs to your site bid, you can go back into the opportunity and view the estimate list and the estimate overview.
When this becomes a service ticket, the tech will be able to see exactly what materials he needs to complete the repair(s).
When the tech gets to the end of the ticket, he can select to pull in the materials from the Estimate List. He will be able to adjust the amounts used or add additional materials if needed.
Whatever is entered by the tech when adding materials to the ticket will be what appears on the invoice.
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