Building An Estimate

This guide will walk you through the process of building an estimate for a customer in your system.

 

 

 

Step 1:

Start by locating your opportunity on your dashboard and click on 'follow-up'.

 

 

Step 2:

Scroll down to the 'offer' section and click on 'CNH parts and service'.

 

 

Step 3:

You can now search for the part you need by its number.

You can search for parts multiple ways:
Logo: Click on the logo to the left to change to the appropriate parts catalog such as Case IH Ag, Case Construction, Kobelco, NH Ag, NH Construction, Miller, and Flexi-Coil

Catalog: Search by machine, model, or serial number

Assembly: Search by function (e.g. Operator's Platform/Cab) then select photo and choose your part

Parts: A list of parts pertaining to the selected Assembly

 

 

Step 4:

For this guide, we will search for a safety belt. Click 'search'.

 

 

Step 5:

Look for the specific part needed for the customer.

 

 

Step 6:

Once you've identified the part, select it.

 

 

Step 7:

The selected part will now appear in your estimate. Determine the recommendation for the customer. In this case, we will select 'parts and labor'.

 

 

Step 8:

Click 'save'.

 

 

Step 9:

Click on 'quick estimate'.

 

 

Step 10:

Click 'create estimate'.

 

 

Step 11:

You will now see a sample estimate that includes the parts price, labor cost, and the total cost the customer can expect to pay. Click on 'summary report'.

 

 

Step 12:

Click 'copy link'.

 

 

Step 13:

Send the link to the customer for final approval. The system will record their response.

NOTE: You can also make the selections for the customer if you are with them while going through the estimate. You simply click "Approved" or "Not Approved" accordingly.

 

 

Step 14:

Once the client's decision has been made, click 'save'.

 

 

Step 15:

Your estimate is now stored in ActivateOS. Once you have completed your estimate, click on 'save and close'.

 

Congratulations! You have created and completed your estimate.