Creating Estimates

An estimate has 3 main parts to it:

Part (Pricing varies depending on cost – usually we charge 2x
the cost of the part, or 1.5x the amount if cost is large)
Labor (Usually a 3hr. min)
Travel (Google the roundtrip for mileage)

 Open QuickBooks
 Go to the Sales tab and click on Estimates.
 Click the Create estimate button.
 Choose a customer (auto-filled)
 Under Product/Service enter Labor: Repair – Service
o Under Description enter the description
o Enter the quantity.
o Rates & Amount auto populate.
 Under Product/Service enter Labor: Travel Time
o Under Description Tavel will appear, you have to enter the hours and
miles in-between the parentheses.
o Enter the quantity of hours.
o Rates & Amount auto populate.
 Under Product/Service enter Part (if it is a new part - +Add new)
o Information will auto populate.
o Adjust quantity if needed.
o Rates & Amount auto populate.