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Creating Quotes
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Viewing a Service Plan (Maintenance Check Sheet)
KB Article #8439 Service Plans (Maintenance Check Sheets) are only available for legacy Opel Vauxhall vehicles. No...
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Creating a Quote
Quotes can be created with or without the VIN or Registration Number. The VIN/Registration Number is required, how...
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Adding a Standard Job to a Quote
Within an open quote, standard jobs are located in the left-hand panel for quick access. Use the search bar to add...
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Adding Parts to a Quote
Within an open quote, parts can be added using the left-hand panel, either as ad hoc parts or manufacturer parts. ...
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Adding a Non-Standard Labour Cost to a Quote
Within an open quote, non-standard labour costs can be added using the left-hand panel. Notes: The labour subtot...
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Adding a Non-Standard Job to a Quote
Within an open quote, non-standard jobs can be added using the left-hand panel. Watch this video to learn more! ...
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Viewing and Choosing FSC Prices
FSC pricing is available to fleets by ticking the Centrally Billed box when creating a quote. The two options incl...
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Replacing Parts or Labour in a Quote
Some parts and labour items can be replaced with similar options. Note: This is only available before a quote is s...
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Changing/Removing Customers/Fleets on Vehicles with Multiple Customers/Fleets
When a VIN/Registration number is entered for a vehicle that has multiple customers/fleets associated with them, t...
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Obtaining Quote Authorisation
Once the quote has been saved, it needs to be authorised before work can begin. Self-Authorisation: Fleet custome...
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Cancelling an Unfinished Quote
Users can cancel unsaved estimates in QuoteLink at any time. Note: Once an estimate is cancelled, it cannot be ret...
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Missing Fleets in QuoteLink
If you can no longer find a fleet in QuoteLink that you have previously done work for, that fleet has stopped usin...
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Setting a Deal Price for a Quote
Once a quote has been started and jobs, labour, and parts are added, the price can be altered to provide a discoun...
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Searching for a Vehicle
QuoteLink allows users to search for vehicles that have been previously added to the system. Notes: You can sear...
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Creating a Fleet Quote
If the vehicle is part of a fleet, create a fleet quote to utilise fleet prices, rather than retail prices. Note:...
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QuoteLink Quote Icons Explained
The Create Quote and Maintain Quote tabs display information on new and existing quotes. There are a variety of ic...
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Updating a Customer's Details
Customer information can be updated through the Create Quote tab. To update a customer's details: Click the Crea...
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Creating a New Customer
Customers can be created and associated with specific vehicles. Use the Customer tab within Create Quote to create...