Day to day · 37-second video
Preset jobs: build them once, quote in seconds
A preset job is a job you do often, with its labour hours and parts saved. Quoting it is one click.
Or click through it at your own pace
1
Open Preset Jobs and add the common UK jobs
Click Preset Jobs under Library in the left menu. Click + Common UK jobs to load a starter set: brakes, cambelts, clutches, services and more, priced from your labour rate. Edit or delete any you do not want.
2
Click New Preset Job for your own
Give it a Job name and a Category. Type the Labour hours: the price works itself out from your rate. Add parts with + From stock or + Part / line. Tick Require a deposit if this job should be paid up front to book. Click Save Preset.
3
Use it on a quote
On any new quote click + Preset job and pick it. The hours and parts drop in, priced. Change the numbers on the quote if this car needs something different; the preset stays as it was.
All the steps on one page
- Open Preset Jobs and add the common UK jobs. Click Preset Jobs under Library in the left menu. Click + Common UK jobs to load a starter set: brakes, cambelts, clutches, services and more, priced from your labour rate. Edit or delete any you do not want.
- Click New Preset Job for your own. Give it a Job name and a Category. Type the Labour hours: the price works itself out from your rate. Add parts with + From stock or + Part / line. Tick Require a deposit if this job should be paid up front to book. Click Save Preset.
- Use it on a quote. On any new quote click + Preset job and pick it. The hours and parts drop in, priced. Change the numbers on the quote if this car needs something different; the preset stays as it was.
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