New Quote for Repair
Job Setup
- Access "Repair Job Details" from Main Menu, click Add button. Select "Repair Shop" from department dropdown, click OK.
- Input customer name in "Customer" field or select from dropdown.
- Assign "QM Form" from dropdown based on pump type.
- Assign correct "Salesperson" if not pre-selected.
- Enter location information if available.
- Click "Save Now" button.
Add a Quote
- Click "Quote" tab (2 tabs right of Job tab).
- Click "+ Add a Quote" button (left side, halfway down). Click "Yes" when prompted.
- Select "Repair Shop" from department dropdown, click OK.
- Quote Template window opens with "Proceed with New" selected. Click OK to access "Quote Info" tab. Verify information and add comments/lead time as needed.
- Enter material/equipment margin in "Mat Margin %" field (typically 40%).
- Enter labor margin in "Lab Pricing Margin %" field (typically 40.12%).
- Click "Detailed Quote" tab.
- ID field for labor: enter appropriate ID (Teardown, Sandblasting, Assembly, Machining, Fabrication, etc.) or select from dropdown.
- ID field for equipment/materials: choose from dropdown or type "Job Materials".
- Description field: add labor or equipment/materials description.
- When complete, click "Print" at bottom. Click "Yes" when asked to mark quote status as "Waiting for Approval".
- Print Dialogue Box: Select appropriate print option. Typically use "Quote Detail Total Only" or "Quote Detail." Check "Hide Nameplate Data" and "Show Comments" boxes if applicable.
- Email: Select "Email PDF" button. In popup window, find your email in "Other Addresses" field and unselect Salesperson's email. Send quote to yourself for Trello card correspondence.
Equipment Only Quote
- Click "Repair Quote Details" from Main Menu. Click Add button. Select "Repair Shop," click OK.
- Quote Template window opens with "Proceed with New" selected. Click OK.
- Enter customer name or select from dropdown.
- When "Equipment Number" window appears, click "Cancel" (Equipment IDs assigned only after customer approval and PO receipt).
- Follow steps 3–12 from "Add a Quote" above.
Bid Jobs
When a contractor hires Rhino Pumps as sub-contractor for a third party (public entity, etc.):
- Create job with public entity as customer.
- Enter contractor as "bill to" party on "bill to" tab.
- Copy "bill to" information to "ship to" tab for accurate job history association with equipment end-users.