Repair quotations, approval and charges

Prepare a quotation

Open the job’s Quotation & approval section with technical-operation access. Add part/labour descriptions, quantity and price, then review the quotation total and notes. Record the customer’s approved or rejected decision using the available controls. A quotation is not payment or repair completion.

Review actual charges

Add the permitted labour/other charges with quantity, price, discount, tax and covered status as applicable. Check the service totals after saving. Consumed parts already create linked charges; returning the part is the correct way to reverse its part charge rather than deleting it manually.

Non-covered work

When offered for the claim, convert a rejected or non-covered warranty job to paid repair with the diagnosis, customer charge and explanatory note. Record the customer’s decision accurately before proceeding.

Before collecting money

Check that all intended charges are present, correctly priced and covered only where justified. Permissions and payment state govern whether charges can still be changed. The final service balance, rather than an intake estimate or quotation total, determines the amount to collect.