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How your advisors build an estimate while the customer is on the phone

Your advisor describes the work, and the estimate lands on the repair order with parts and labor.

Where

The Estimator, in the Chrome extension beside Tekmetric

Step by step

  1. Open the repair order

    Open the repair order in Tekmetric and open the Estimator beside it. The repair order number is already filled in.

  2. Describe each job

    Type what the car needs, one line per job, such as “front brake pads and rotors”. Add up to ten jobs to one estimate.

  3. Choose the extra parts

    Leave “Recommended parts” on to add the parts that usually go with each job, or turn it off.

  4. Generate the estimate

    Press Generate Estimate. Parts Shopper checks a second supplier, and a far-off price is swapped for the better one.

  5. Check it on the repair order

    The jobs, parts and labor are already on the repair order in Tekmetric, with nothing to retype. Review them there and send the estimate as you always do.

What your shop gets

A priced estimate on the repair order in the time it takes to describe the work, so the customer hears a number on the same call.

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