Cotizando fmPilot 2

If the technician finds additional work that will not be covered with the existing DNE, he will have to submit a quote in the system.

The order will be in the "In Progress" state. 

To proceed will have to go "" actions "and select pending quote "  ( Pending Quote ) . This will move the order to the correct state in the System.

Quoting - Accessing the screen to quote

Since the order is updated, it will appear in “pending quote” and etara in the color purple.

Accessing the quote from the list

From the list you can access the quote just click on “add” next to Quote 1.

Access the quote within the order

The quotation screen can be accessed within the order, just click on “finance and then on“ add ”immediately after quotation 1.

Since you are inside the screen to quote you will only click on “details” and a menu will lower where you can enter your costs, do not forget to select “add article” after your selection.

Taxes
If there are taxes, they will have to be entered in the specific line for taxes.

Note: Do not use the tax selection that will be in the “details” menu

Note: if you enter the wrong cost for taxes, you can edit it, just by clicking on that line. You can also change the type of taxes if necessary. Just click on “change currency or tax” and from there select the correct one and select “apply” as you make your selection.

Quoting - Taxes and description

Taxes
If there are taxes, they will be entered on the tax line.

Description of work done
All our clients require that the description be entered.

Quoting - Knowing the costs

Labor: Rates not contracted

• Select "Manually enter the rate"
• Click "incurred" only if applicable
• Select the number of "Hours"
• Select the "Rate"
• Then click on “Update” 

Labor: Rates contracted

• Select "Auto calculate cost"
• Click "incurred" only if applicable
• Select “Level of ability”
• Enter the number of “Hours”
• Select "Rate Type" from the menu that will appear.
• Then click on “Update” 

Material

• Click "incurred" only if applicable
• Enter “Description” of material
• Enter the "Quantity"
• Enter "Unit cost" for each material
• Click on "Update" 

Trip cost (trip charge)

• Click "incurred" only if applicable
• Select "Calculate" if you enter the cost based on miles or enter the cost per mile / rate. If you enter a total amount, select "enter total"
• Then click on update.

Parts

• Click "incurred" only if applicable
• Enter the "Name" by the type of party
• Enter the “Amount” of this part
• Enter the "Brand" only if you have it
• Enter the “Number” of the part if you have it
• Enter the “Unit cost” for each part
• Enter the “Number / Model Name”
• Enter the number of “Sku” if you have it
• Click on "Update" 

Markup parts

• Click "incurred" only if applicable
• Enter the “Description” of the party that will mark the cost
• Enter the cost in “Unit cost amount”
• Then click on "Update" 

Quoting - Editing costs already entered

Editing / Deleting quotation / Charges incurred
These costs can be edited from the Quotation page , just select the edit or delete icon

These fields can be marked or unchecked as  'Incurred'  Only check the box "incurred"

Quoting - Submitting your quote

From the "Quotation" screen, be  sure to click on the black disk to save your information. 

Service Provider further warrants that all materials, equipment and labor supplied to CBRE is and shall be free from errors, faults and defects in workmanship, construction, structural and functional design, material and operations and in conformance with the requirements of this Agreement and the applicable Work Order for a period of twelve (12) months following the completion of the Services to CBRE’s satisfaction; provided, that if any longer warranty period is specified for any materials, equipment or workmanship under any plans or specifications, this Agreement, a Work Order or any manufacturer’s warranty, the longer warranty period shall govern.  Service Provider shall ensure that all materials and equipment that have a manufacturer’s warranty are registered with the manufacturer in Client’s name.