Using the TechPro Quotes Workspace

How to use the TechPro Quotes workspace

This workspace is available only if TechPro is set up to Use TechPro Quotes for Flat Rate Billing and is used to arrive at the quote amount that will be used to charge the customer for the appointment. Unless the appointment is at no charge, a quote total is required.

If you’re working on a maintenance type call or a job appointment, this workspace is not available.

Quote amounts can be entered in one of three ways:

1. Enter only the amount you’re charging. If you use a price book, you can use your book to simply enter an amount in the Quote Total field for the work you’re providing.
2. Enter labor items. Use the Details lookup and select an inventory or labor item. The price associated with the item appears.
3. Use the pricing matrix. You must have the Use Quote Pricing Matrix toggle on in the Admin site to use the pricing matrix. Don’t enter anything in the Details field if you are using the pricing matrix. Instead, enter either the material cost or the hours and click (Calculate button). The matrix in the background will be used to calculate the extended price for the material cost or number of hours.

As lines are entered, the Quote Total will continue to calculate the line amounts. This amount can be overridden, in which case, the line amount totals will appear in red text. This indicates that the lines no longer add up to the Quote Total.