This chapter introduces call quotes and their role in the service process. With call quotes, service organizations can provide estimates for services such as repairs, installation, and preventive maintenance. The estimate can provide details about labor, expenses, and items to be consumed.

Overview of Call Quotes
Describes the purpose of call quotes.

Call Quote Life Cycle
Details the workflow and limitations for call quotes and their life cycles.

Calculating Quote Amounts
Describes how quotes are estimated and calculated.

Using BOMs and Routings
Explains how different BOMs and routings can be used for labor and item details when a quote is created.

Allocations and Requirements
Discusses when to create general allocation records with quotes, and explains how call quotes relate to certain kinds of allocations.

Creating a Call from a Quote
Explains how to use Call Quote Release to Recording (11.1.1.11), how to calculate coverage during release, and discusses errors in releasing quotes.

Printing Quotes
Explains how Call Quote Print is used to generate documents.

Expired Quotes
Explains how to use Expired Quote Move to History (11.1.1.22) and Call/Quote History Delete/Archive (11.1.1.23).

Call Quote Maintenance
Explains how to use Call Quote Maintenance (11.1.21.10).

To sell services to prospective customers, many service organizations provide quotations, which outline the labor, expenses, and replacement items (components) required for service or repair work. Quotations include the terms and conditions for the detailed services.

In Service/Support Management, call quotes are based on user-defined codes such as invoice sort, charge code, and service category. This enables a service organization to structure service proposals the same way it invoices service activities. To maintain this structure, call quotes are similar to Call Activity Recording (CAR).

Fields in Call Management Control that affect call quotes include Next Quote ID, Quote Prefix, Days Until Expire, and Default Quote Queue.

See Control Programs for details of control program settings.