A maintenance schedule on every quote

For shops: quote the services that are due, not just the one they came in for.

  1. Build the schedule Open the quote's Schedule tab and press Build schedule with the current reading and average monthly miles. Or just ask the assistant to build one.
  2. Add due services to the quote Tick the services and press Add to quote. The assistant finds the parts and labor and shows what it added in the chat.
  3. Email a reminder Tick services and press Email reminder to email the customer what's due, with your phone and address.
  4. Put it on a calendar Press Calendar (.ics) to download the schedule for any calendar app. Rebuild researches the schedule again.

Tips