FleetHire - Quotes

Quotes allows you build pricing for your Clients, using pre-populated set Rates, whilst also allowing you to customise quote to specific projects.

Quotes will email your Client the completed quote, allowing them to Sign & Accept at a touch of a button.  Keeping process seamless & paper free.

Please Note: It is possible to skip ahead to create Contract, it is not necessary to complete a Quote in each instance

Enter Quote Details

Click on + Add Quote

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The Quote Details page will appear.

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Quote No: Will be autogenerated 

Status: The Status of the Quote will change as you take quote through the process

Division: (Optional) 

*Start Date: Start date of Hire

*End Date:  End Date of Hire Period. If you do not know the expected end date, you can push date out as required

Salesperson: Add from Dropdown

Notes: Entries into Notes appear on the Hire Calendar. A great place to add information handy to see at a glance, for example the Clients Job Name & Number

Discount: If a discount has been applied to a Client it will appear here.  You can override the Discount for each Quote

Damage Waiver: Select whether you would like to include a Damage Waiver. The damage waiver percentage can be customised on a quote-by-quote basis

*Client: Select from dropdown - Clicking on +Add Client allows you to quickly add a company name, you will need to go back into Clients and complete the full set up

*Contact: Select from Dropdown - Clicking on +Add Contact allows you to add all contact details for new contact, linking them to this Client

Site Address: Enter in site details - Find Address is available for ease of entry

Time Zone - This will default to the company set Timezone, use dropdown to change. ensure that the Timezone is selected in line with the site address.  This will effect Stand Downs & tracked hours if incorrect.  

Save Quote 

Please Note: Fields with a are required

Add Assets to Quote

Once the Quote Details have been saved, you will now have the option to add Assets, Labour & Other, effectively building the quote.  
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  • Click on Add Asset
  • Choose the Asset Type & Asset Subtype - If rates have not been set for this Subtype, you will get a warning.  Please go into Rate Setup to enter
  • The Start & End Dates will come across from the Detail page
  • These can be manipulated to suit the dates the individual asset is required.  You will not be able to add an asset outside of the dates on Quote Detail page
  • Ticking Attachments allows you to link an attachment to the asset
  • Rates will come into Quote as per your Rate Setup, you can override these if required
  • Select Type of Unit Rate & required information
  • If Wet Hire, tick the box, this will bring up related field boxes
  • All the pricing for this asset will collate at the bottom of the page
  • Click Save
  • Click on Add Asset to continue adding Assets to build your Quote

Adding Labour to Quote

Click on the Labour tab
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Here you have the option to Use Existing or Custom

Use Exisiting, will drop down options built in Rate Setup

Selecting Custom allows you to add in a Labour item for this particular quote.  This Labour item will not be saved into rate database for future selection

Manipulate the Dates, Rates and the number of Items as required

Step 4 - Adding Other Items to Quote

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Here you have the option to Use Existing or Custom

Use Exisiting, will drop down options built in Rate Setup

Selecting Custom allows you to add in a Labour item for this particular quote.  This Labour item will not be saved into rate database for future selection

Manipulate the Dates, Rates and the number of Items as required

Once you have added all Assets, Labour & Other items to quote, the Quote Details tab will give you the total price of Quote

View / Send Quote

When you are happy with your Quote, you can now View & Send the quote to your client for approval.

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Click on View/Send Quote

This will allow you to select from created Email & PDF Templates.

Use the Dropdown to select Templates required for Quote

Clicking on View Quote allows you to download Quote for a final check before sending

Click Send

The status will automatically change to Sent to Client

Client Acceptance & Convert to Contract

The client will receive the email with the option to Click to Accept Quote

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This will take client to Accept Hire Quote page.

They can then sign & Accept

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The status on your Quote will automatically change to Accepted

It is also possible to manually change the Status using the dropdown options

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Click on Convert to Contract

This is where you must allocate the Asset. There cannot be unallocated assets in Contracts.

Please Note: Converting quote to Contract will prevent further edits to Quote

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Next Step - How to Create a Contract

 

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