Creating a Quote in RFS - (optional feature)

Technician Quick Reference Guide: Creating a Quote in RFS

⚠ Prerequisite:
The Quote Feature must be activated in your RFS Profile by an RFS Administrator. After activation, perform a Reset Database before using this feature.

The Quote Feature allows technicians to create a customer quote, which generates a Quote Work Order in Vision for managers to review and finalize. Managers will find the quote in the Customer Site → WO Quote Tab.

---

Creating a Quote

Option 1: From an Existing Work Order (Same Customer)

1. From your Status Screen, select the round PLUS (+) button at the bottom.

Option 2: For a Different Customer

1. Open Menu.

2. Select Customer Lookup.

3. Search for the Customer.

4. Select the New WO tab.

---

Quote Creation Steps

1. Scroll to the bottom of the screen.

2. Turn ON the Quote switch.

3. Complete the required fields:

   • Start with Call Type → Service Job

   • Continue filling out the remaining fields.

4. Select Save.

You may be prompted to Add the Work Order as an Active Call.
Select Yes.

---

Verify the Quote Work Order

1. Open Today's Schedule.

2. Open the Ellipsis Menu ( … ).

3. Select the Quote Work Order.

4. Confirm “Quote” appears at the top right of the screen.

---

Add Required Notes

Office Note (Internal)

Add an Office Note for:

• Internal communication

• A detailed Scope of Work (SOW) for managers.

Work Order Note (Customer Visible)

Add a Work Order Note that includes:

• A short version of the Scope of Work for the customer.

Managers may edit the note and adjust parts before activating the quote.

---

Add Estimate Details

1. Select EST DETAIL.

2. Add:

   • Parts

   • Labor

   • Miscellaneous items

Important Notes

• Parts are NOT pulled from truck inventory.

• Only description and pricing are used.

• Parts may be selected from:

  • Stocking locations

  • Warehouse locations

• If you receive an Insufficient Stock message, select Yes to continue.

• Miscellaneous items are for non-stock items or vendor parts.

---

Finalizing the Quote

1. Select Complete at the bottom of the Status Screen.

In the Select Status field, choose one:

• Complete → Removes the work order from your tablet

• Suspend → Returns the quote to Today's Schedule

⚠ The Status here only affects the DBoard status.

Make sure to turn ON the “Today's Data” switch under the status field.

---

Important Email Check

⚠ Before checkout:

• Ensure the Email field is blank.

• Remove any email addresses (X) so the quote is not sent to the customer automatically.

Then select Checkout.

---

Checkout Process

1. Choose any Checkout Form.

2. Sign your name.

3. Select Save.

---

Submit the Quote

1. Select Submit.

2. Answer the Post Questions:

   • Yes → Does the customer have a Request for a Quote or Follow-up?

   • No → For all remaining questions.

---

✅ Tip: Provide clear Scope of Work notes and accurate estimated parts/labor to help managers quickly finalize the quote in Vision.