This report compiles maintenance contract quote information such as costs, billing amounts, and hours, and provides a total of all quote amounts by cost code, along with individual quote totals, profit amounts, and task details including material requirements. This report can be used internally to view profit, or you can filter down to a single quote or customer, hiding internal information such as costs and hours, and print a quote to give to a customer. To
To print, select a customer in Service Manager and use the Quote button to create a new quote or the Quote icon to open an existing quote. The Maintenance Contract Quote report is printed from the Contract Quote window. You can filter this report by customer, location, quote number, and quote expiration date. You can select whether you want to include estimated and calculated hours, billing amounts (including profit), estimated and calculated costs (including profit), and task details.
Maintenance Contract Quote Reports
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Quote Summary 1 - Quote Summary
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Report
Lists information from the Contract Quote window. The report includes the billing amount.
Quote Summary 2 - Quote Summary Report with Estimated Costs (Dexterity)
Lists information from the Contract Quote window, including billing amounts, estimated costs and hours, and task-based costs and hours.
Quote Detail 1 - Quote Detail Schedule
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Report
Lists information from the Contract Quote window, as well as billing amounts and the equipment and tasks attached to the quote.
Quote Detail 2 - Quote Detail Report with Estimated Costs (Dexterity)
Lists information from the Contract Quote window, including billing amounts, estimated costs and hours, and task-based costs and hours. It also lists the equipment and tasks attached to the quote, as well as the cost estimates for the tasks.
Quote Detail 3 - Quote Detail Report with Estimated Hours (Dexterity)
Lists information from the Contract Quote window, including billing amounts, estimated costs and hours, and task-based costs and hours. It also lists the equipment and tasks attached to the quote, as well as the estimated hours for the tasks.
