Raising and Recalling an Estimate

Once an Estimate has been raised, you can either Book the vehicle into the Workshop Diary for a later date, or Receive the Estimate as a Workshop job to be carried out on the day or you can Print the estimate and provide the customer with the Workshop Estimate details. If the estimate is closed, you will be able to Recall the Estimate in the Recall Estimate screen after searching for the specific customer.

If you are still not familiar with the correct process or have a question around the Raising and Recalling of Estimates? Please contact your Customer Experience Agent for more information.

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