Estimates and extra work
You will be able to: Follow the order: add work, save lines, save estimate; Explain the difference between an extra quote and an additional work voucher; Revise an estimate and cancel a line without losing the record.
- Read not done yet
- Self-check: not taken not done yet
- Lesson complete not done yet
The estimate is a numbered paper the customer can see, print and share. The order on the Work tab is fixed: add the work, press Save work lines, press Save estimate, and only then record the approval. The approval buttons stay dimmed with a sentence telling you which step comes first.
Saving the estimate
Saving freezes the lines as they are now. Later changes need a new quote. You can set a Valid until date and a note to the customer, then print it or send it on WhatsApp, where the message lists every item with its price and the total. The estimate has a status word: Not saved yet, Out of date, Awaiting answer, Expired, Approved or Declined. Issuing estimates needs the issue right and the price right. A job card itself accepts no document discount; it is priced line by line.
Extra work found during the job
| Route | Reference | When to use it |
|---|---|---|
| Extra quote | Like JC-00023-S1, shown as Extra quote 1 | The customer is told and answers on the quote, with the proof your policy asks for |
| Additional work voucher | AWV document | The customer has already agreed; the voucher records who approved the extra work and how, which is required |
There is no limit on the number of extra quotes or vouchers, and extra work can be added from Check-in while the job can still be edited. Lines that were already approved stay approved and the workshop keeps working on them while an estimate is revised.
When the customer changes his mind
- Cancel line: the line is kept, struck through, and leaves the totals, the approvals and the invoice. Once an invoice exists, the invoice is corrected instead.
- Declined or withdrawn lines go to the Recommended, not done list, so the advisor can call the customer when the car is next due.
- A quotation made on the sales side can be turned into a job card with Convert to Job; the quoted lines become the original estimate.
Try it in the demo
- Open the Garage demo at https://garage.zeyto.app and open a job that is still at Check-in or Non Approved.
- On the Work tab, find the Add work bar and the buttons that save the lines and the estimate.
- Open the Additional Work register and read how an extra voucher differs from an extra quote.
Public demo company, sign in as admin / demoAdmin123. Data refreshes nightly.
- Add work, save lines, save estimate, then approval.
- A saved estimate is frozen; changes need an extra quote.
- An additional work voucher carries its own consent note.
- Cancelled lines stay on record, struck through, and leave the totals.
Check yourself
5 questions on this lesson. Not timed, not the exam, and you can try again. Score 60% or more, and read the lesson, to complete it.