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1. Choose Cards > Service Management > Service Manager.
2. Select a customer and choose Quote.
3. Complete the following fields in the upper half of the window.
   • Quote Number
     If you chose during setup to use the auto numbering feature for maintenance contracts, this applies to contract quote generation as well. Both contract and quote numbers increment using the same list of numbers: they do not increment independently of one another. If the quote is turned into a contract, notes entered using the notepad button in this field transfer to the contract.
   • Billing Frequency, Invoice Billing Day
     These fields can be edited in this window and can also be changed when a maintenance contract is generated from the quote.
   • Service Call Day, Contract Start Date, Contract Expiration Date
     These dates will be used to generate the task schedule. The contract period cannot be longer than one year.
   • User-Defined
     These labels are the same as those in the Maintenance Contract window. You may have labeled these fields during setup. See Labeling user-defined fields . If you chose to validate the first and second user-defined fields in the Location window during setup, lookup windows will be attached to the fields and users will be prompted before adding to the lookup data. See Choosing service optionsService Options .

Step 2: Attach equipment to the quote

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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 Materials to a taskTask.

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Step 6: Enter the estimated costs for the quote

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