Send Quote from Workshop
planned
P
Patrick Clapp
For shops that enter heavy amounts of quotes in to the workshop module, they have to go to the customer profile in order to send a quote. While this doesn't take a long time - production level service areas count every second. Linking the button into the workshop module would save precious time. Having it listed up near the "print" "text" buttons in 2.0 would be ideal.
E
Emma - Citrus-Lime
updated the status to
planned
Hi everyone,
We are planning to introduce a new 'Workshop Quotes' order type to Cloud POS. These quotes will be visible in Workshop 2.0, so that mechanics can easily access and manage them, but they will not commit any stock for ordering purposes (as with standard Quotes). Workshop Quotes will be convertible to Workshop Jobs (and back again).
Thank you for taking the time to share your feedback to help us improve Cloud POS.
E
Emma - Citrus-Lime
Merged in a post:
Enable Quotes to be added to the Workshop Diary
C
Cycle-R Admin
A quote can only be prepared by a qualified mechanic who has the ability to triage the bike, determine what parts are needed and properly price up the estimate. However, without scheduling time in the Workshop Diary, no quotes will get done.
We need to be able to add a request for quote to the Workshop Diary. At present we are doing a workaround using Workshop Jobs, but that has the effect of confusing everyone.
A Quote should have the following stages:
Triage: where the bike is assessed
Assess: where it has been Safety Checked, but parts are not readily available, so someone has to research what is needed and where it can be sourced from, which in some cases can take weeks.
Approval: Where the quote is ready and the Customer Service staff need to phone the customer to discuss the quote with them and gain their approval to proceed with the repairs, with of course the caveat that it is an estimate and subject to change should the mechanic find other issues once the bike is part dismantled during the repair process.
Proceed: The customer has agreed to the work (need the ability to add notes such as if the cost is more than £10 or 5% higher than the estimate, the customer must be called to confirm the extra cost is acceptable).
Only once the quote has been approved can it be converted to Woskhop Job.
E
Emma - Citrus-Lime
updated the status to
under review
E
Emma - Citrus-Lime
Merged in a post:
Workorder Status requests
A
Anthony Folk
It would be helpful if there was an "Estimate" status so that estimates could be made without sending negative or special order items to Purchase Orders. We tried using the quote option but that requires you to use a register and it doesn't live on the work order board. We also think the Fraud Check status is unnecessary for us and would love to turn that off.
C
Christian Lewis
In addition to this- Having the ability to mark a workshop job as a quote would allow mechanics to create, manage, and send repair estimates entirely within the workshop module. Without this, estimates created as workshop jobs for mechanic visibility are treated as live orders, flagging unapproved parts for special order and introducing the risk of ordering parts the customer has never approved.
M
Matt Morris
Christian Lewis I agree with this 100% we find ourselves ordering wrong parts quite often due to the fact we need to do quotes and estimates as work orders.
A
Anthony Folk
Hey Suzy, I was able to remove the fraud board, so thanks on that! Working like a normal quote but appearing on the workshop board is exactly what we need! Exactly :)
Suzy Weightman
Hi Anthony,
Thanks for your feedback - I'd like to get other input re. the idea of the Estimate or "Workshop Quote" order type.
I'd see this working in the same way as a normal quote, but that these orders would appear in the Workshop and on the board.
Re. the Fraud Check status, you can make this inactive in the Order Statuses page in Back Office https://pos2.citruslime.com/pos2/#/backoffice/orderStatuses
Thanks,
Suzy
Suzy Weightman
Merged in a post:
Workshop Quote function
F
FEB21HORSE Admin
Quote tab for workshop jobs
So you can book a quote in to the workshop being able to add components to a workshop job not affecting stock, giving workshop the ability to offer customer a full brake down prior to work being done and then the option to convert to workshop job if customer goes ahead.
Hope this makes sense
C
CJ Performance Cycles - Cramlington
Is this at all possible? , would definitely be a usefull tool?
C
Cycle-R Admin
This is the same issue as subsequently raised in the Point of Sale Feedback under the title "Workshop Quote function" (https://citruslime.canny.io/point-of-sale/p/workshop-quote-function)
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