Estimates

Setup and operation of the webSAM Estimates (quoting) system

How to Set-up and use Estimates
With webSAM, you can provide your customer with traditional paper-based quotes, or you can provide an engaging fully online estimate approval process where ...
Fri, 21 Apr, 2023 at 12:51 PM
Estimates - Set Up
Set Up Estimates Before using the Estimate system, you should complete the following set-up: Setup > System Configuration > Forms Setup ...
Thu, 30 Sep, 2021 at 1:11 PM
Estimates - Online Approvals - What your customer sees...
When you send an estimate to your customer, they are able to follow on online approval process to authorise the work to be completed. Here we walk you throu...
Fri, 21 Apr, 2023 at 1:06 PM
Estimates - Converting Approved Work to a Job
Converting Approved work to a Job When a customer authorises the estimate, you will receive an email similar to the following example, showing which wor...
Thu, 30 Sep, 2021 at 1:12 PM
Estimates - How to Manually Approve Work & Convert to a Job
Manual Approvals If your customer is not going to use the digital/online estimate acceptance process, you can manually approve the estimate and convert ...
Thu, 30 Sep, 2021 at 1:12 PM
[webSAM] Recommendations - Adding Recommended Work to Jobs
The Recommendations feature in webSAM is a great way to ensure that customers are informed of any potential repairs needed for their vehicle.  This feat...
Thu, 20 Apr, 2023 at 1:09 PM
[webSAM] Adding Recommendations from a Mobile Device
Adding Recommendations Using the Mobile / Technician Web App These instructions assume you are familiar with the Technician Web App, if you need to brus...
Mon, 29 May, 2023 at 9:21 AM
[webSAM] Convert a Recommendation to an Estimate
The Recommendations feature in webSAM is a great way to ensure that customers are informed of any potential repairs needed for their vehicle.  This proc...
Fri, 21 Apr, 2023 at 11:41 AM
[webSAM] Estimates - Slowness Opening the Estimate Listing
If you experience slowness opening the estimate listing, this could be due to how webSAM calculates the current Status in order to display the Status icon a...
Tue, 23 Jan, 2024 at 9:35 AM