Service POS Operations - Flipbook - Page 151
STEP 4
Select a
contact
strength here
If the system has been set up to provide for follow ups to be made to customers, the
above screen will appear. This creates a 8contact9 within the CRM module which will
be used to as a prompt to contact the customer at a later date should no progress be
made. The number of days is dependent on how you assess the 8strength9 or
probability of the estimate turning into a job. This is done by using the drop down box
against 8Strength9.
The estimate will now be printed for the customer. Estimates will remain on the system
for the same period as an invoiced WIP days whereas a WIP left at 8M9 status without
and estimate being produced will often only remain for 1 day.
STEP 5
It is possible to save the estimate without printing. To do this, click on the 8File9 button
rather than the Print button.
Note - Estimates have no financial implication within the system, and as the WIP lines
are at status 8M9 they do not affect any stock quantities or allocations.
STEP 6
Estimates
When an estimate needs converting into an actual job the WIP should be reloaded
and the lines converted to the correct status. The service department can convert the
labour lines from 8M9 to 8H9 status. However, the parts department must be informed to
convert parts lines from 8M9 to 8P9 status.
05.010.01.L1 – srew 08/08
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