All Collections > Estimate, Orders & Invoice > Creating an Estimate

Creating an Estimate

Step 1

Starting from the dashboard, navigate to sidebar menu, and click on the 'Estimates' tab under the 'Estimates' section. AutoSoftWay platform: navigate to estimates tab

Step 2

From the estimates menu, click on 'Add Estimate' at the top of the page. AutoSoftWay platform: click add estimate

Step 3

A pop up window should display empty fields for a new estimate.
Proceed to fill these fields, starting with the client's vehicle information. AutoSoftWay platform: enter client info for You may enter the date manually, using DD/MM/YYYY format, or by clicking on the box to display a calendar! AutoSoftWay platform: select date due using drop-down calendar If your client's vehicle plate number is already in the system, AutoSoftWay will autofill your client's information accordingly! AutoSoftWay platform: autofill client info Otherwise, you may also directly add your client's vehicle from this menu, by clicking 'Add'. AutoSoftWay platform: manually add new client vehicle

Step 4

Proceed to enter the appropriate parts information for the estimate.
If the part already exists in your system, AutoSoftWay will auto populate the parts information! AutoSoftWay platform: enter parts info for estimate If the job requires multiple parts, click on the "+" button to enter additional parts needed. AutoSoftWay platform: adding additional parts required If the part required for the job is not in your system, you can directly add the part from this menu by clicking the "Add" button! This will also save the newly added part to the system, for later use. AutoSoftWay platform: creating a new part into your inventory on the fly

Step 5

Proceed to enter the appropriate labour information for the estimate.
If the labour already exists in your system, AutoSoftWay will auto complete the labour information! AutoSoftWay platform: enter labour info for estimate If the job requires multiple forms of labour, click on the "+" button to enter additional labour as needed. AutoSoftWay platform: add additional labour as needed If the job requires labour that is not in your system yet, you can directly add the labour from this menu by clicking the "Add" button! This will also save the newly made labour job into the system, for later use AutoSoftWay platform: add additional labour on the fly

Step 6

By completing the previous steps for parts and labour, the system will automatically calculate the total cost. Proceed to add tax information, as well as currency. AutoSoftWay platform: enter tax and currency info For your convenience, you may even enter a description for further details about the job. This is great for specific information that you would want to keep on file for future reference! AutoSoftWay platform: fill in description for estimate

Step 7

Upon completion, the estimate will now be stored in the system! AutoSoftWay platform: confirm estimate info