RepairCMS handles the entire quote flow without any system breaks. You can create a quote directly in the ticket and let your customers decide in the portal, simplifying your repair management process.
Key benefits at a glance #
Switching to the digital quote flow changes how you handle client approvals.
- Interactive quote block: Customers see your proposal directly in the email, removing the need for PDF attachments.
- Optional line items: Offer extra services that customers can select themselves to drive additional revenue.
- Automatic follow-through: Once a customer accepts the quote, the ticket status updates and the invoice is generated automatically.
Without this feature
- ❌ Searching through email attachments and waiting for manual customer confirmations.
- ❌ Manually calculating and creating invoices after the repair is already approved.
With RepairCMS
- ✅ Customers accept or decline quotes with one click inside the portal.
- ✅ System triggers automatic invoice generation and status updates upon approval.
Step-by-step guide: Create and Send a Repair Quote #
- Search for the job by number or name. The relevant job details appear.
- Select the specific job entry. You are now inside the job management interface.
- Switch to the “Quotation” tab. This opens your workspace for client quotes.
- Click the dropdown next to “New Position”. You can choose from multiple item types.
- Select “FREE TEXT” to add custom notes. A text field opens for your description.
- Click the Text Template icon. A list of available snippets appears.
- Insert a standard description like “Mechanical Damage”. This communicates the repair scope clearly.
- Add a new position for pricing. This keeps your job costs precise.
- Choose “SERVICE” to add a repair service. This links specific tasks to the job.
- Select your service from the list. The service item is added to the quote.
- Edit the fee for rejected quotes if needed. This manages diagnostic costs.
- Confirm the new fee. Your payment settings for the quote are updated.
- Click “Preview”. A document overview is displayed.
- Close the document preview. You return to the job screen.
- Click “Save”. Your changes are stored.
- Click “Send Quotation”. An email message dialog appears.
- Click the send arrow. The quote is delivered to your client instantly.
- Review the “SENT” status in the “Quotation” tab to verify delivery.
💡 Use standard snippets: Save frequently used repair descriptions as templates to keep your quotes consistent and fast. This is especially helpful if you find yourself typing out the same diagnostic notes for common issues like screen damage or battery replacements.
⚠️ Important requirement: Sending quotations requires an active RepairCMS account with the necessary permissions to manage job tickets and client communication.