PM Quoting

PM Quotes can easily be created in crmSeries. Follow the steps below to add a PM quote. NOTE: You must have crmSeries PM quoting access rights in order to create a quote.

PM Quote Dashboard

To access the PM quote dashboard, follow the steps below.

1. Select My Business, Filed Maintenance, PM Quotes.
2. The Dashboard can be filtered by selecting the PM Quotes dropdown list.
   

Adding PM Quote

1. Select Add, PM Quote.
2. Enter the PM Quote Information.
   1. Company – Type the name of the company that the PM Quote is for. NOTE: The Company name will appear as you type.
   2. Contact – Select a Contact from the list.
      1. Add New – Add a New Contact if not in the list. NOTE: This will also add the contact to the company record.
   3. Equipment – Type a Model, Serial Number, or Stock Number for the machine that the PM Quote if for.
      1. Existing Machine – If Unchecked, you can manually enter a machine. NOTE: This will also add the machine to the customer’s equipment population.
   4. Sales Rep – The rep that is creating the PM Quote.
   5. Branch – The branch associated with the PM Quote.
3. Select the Next Button.
4. Enter the PM Quote Profile Information.
   1. Make – Select the Make of the PM Profile.
   2. Profile – The PM Profile for the Equipment.
   3. Start Hours – The Machine Hours for the Start of the PM Quote.
   4. End Hours – The Machine Hours for the End of the PM Quote.
   5. Hours Per Year – The Average Hours per Day of the Equipment.
   6. Part Rate Increase – The Parts Price Percent Increase per Year.
   7. Labor Rate Increase – The Labor Percent Increase per Year.
   8. Comments – Enter any comments about the PM Quote.
5. Select the Save button.
6. The PM Quote will Open with the prepopulated Parts and Labor Rates grouped by the PM Interval. NOTE: The Start Hours, End Hours, Hours Per Year, Parts Rate Increase, and Labor Rate Increase can be modified. If modified, select the Update Button.
7. Each PM Quote Section can be modified by select the Pancake Menu within each section.
   1. As an example, adding a Vehicle Charge.
      
   2. Enter the Vehicle Charge information details.
      
   3. Select the Save button.

Printing a PM Quote

To print a PM Quote, follow the steps below.

1. From the Open PM Quote, Select the Documents Tab.

   

2. Select the Actions, Build Output. NOTE: Selecting Build Customer Output under the Documents tab can also be selected.