SAM · Guide
Create an estimate and obtain customer agreement
EnglishUpdated Sep 13, 2026
An estimate explains the proposed work and price before the repair proceeds. It belongs to a work order. Creating, editing, sending and converting estimates require separate permissions.
Prepare the estimate
- Create or open the work order for the visit.
- Open Operations → Estimates → Add Estimate and select the work order.
- Set JO Date and Job Type where applicable.
- Add the required Labour Tasks, Service Packages and Parts / Items.
- Check descriptions, hours, prices, quantities and the total. An estimate created from inspection findings starts with unpriced task lines that need review.
- Click Save, then reopen the estimate to check the saved result.
Saved parts and package lines can affect stock availability in the current workflow. An estimate should not be used as a scratchpad for arbitrary stock quantities.
Send it to the customer
- Check the customer and proposed work, then use Send.
- Read whether the approval link was sent on WhatsApp or only copied.
- If it was only copied, send it to the correct customer manually.
- Review the customer's response before starting work. When a visit has multiple estimates or has been revised, confirm that the customer is agreeing to the exact work and price you intend to perform.
Convert agreed work
Use Convert to JO when the estimate is ready to become live work. Conversion cannot be undone through the same action. A rejected estimate can show Convert anyway; only proceed if the customer has since agreed through a separate conversation.
Customer acceptance, conversion and Approve Cost are distinct steps. Review the resulting job order and arrange staff cost approval before technicians proceed under your workshop's workflow.
What happens next
The converted record appears as a job order. Assign technicians, complete the work, obtain Approve Work, then create the invoice.
Troubleshooting
An invoiced record cannot be converted or edited as an open quote. If an approval link shows unexpected work, do not ask the customer to approve it; contact your administrator to resolve the quote/visit association.