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- Close the Quote Coverage Maintenance window to return to the Quote Coverage window.
Choose Tasks to open the Quote Task Maintenance window.
Note Tasks may already be attached to the equipment if an equipment type with attached tasks was assigned to the piece of equipment.
Use the browse buttons in the Equipment field to select an equipment record or use the lookup to open the Quote Equipment window where you can use the Find button to locate an equipment record by serial number.
Note Use the Quote Task List ID field to attach tasks to the quote using task lists.
- Choose Redisplay.
Add tasks and subtasks by selecting a record in the left scrolling window and choosing Insert >>. For more information on selecting tasks in the Quoted Task Maintenance window, see the section Using task code lookup in Using Scheduled Maintenance Tasks.
Note If you select a record in the Quote Coverage window before choosing the Tasks or Task Lists button, that information will default in the Quote Task Maintenance window and the Copy Task List window.
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To define materials required for a quote task or sub-task, refer to the section below, then proceed to Enter the estimated costs for the quote.
Defining required materials for quote tasks or subtasks
When technicians go out on a maintenance task that may arise from a quote, they need to know what, if any, materials are required to do the job. You can specify which materials are required for tasks or subtasks. If task materials were pre-defined at the task code level, you would only need to define them at the quote level if an item is unique to this quote. For detailed instructions on defining required materials for tasks and subtasks, see Assigning materials to a task.
Anchor estimated_costs_quote estimated_costs_quote
Step 6: Enter the estimated costs for the quote
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When you return to the Contract Quote window, the Task-Based Cost column is populated with the sum of the cost estimates of the assigned tasks.
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