The Quotation feature in Flovix Workshop allows service advisors and workshop staff to create professional cost estimates for vehicle repairs, maintenance services, spare parts, and labor charges before work begins. Quotations help customers understand expected costs and approve services with confidence.
Step 1: Add New Quotation
Navigate to Workshop → Quotations
Create a new quotation or open an existing one.
Verify the customer and vehicle information before proceeding.
Step 2: Locate the Product Section
Within the quotation form, find the Product field.
This section is used to add spare parts and workshop items that will be included in the repair estimate.
Step 3: Select a Product
Click the Product dropdown menu.
Search for the required product by:
- Product Name
- Part Number
- Select the appropriate product from the list.
Examples of products:
- Engine Oil Filter
- Air Filter
- Brake Pads
- Engine Oil
- Coolant
- Battery
Step 4: Add the Product
After selecting the product, click the Add (+) button.
The selected product will be added to the quotation items list.
The system may automatically populate:
- Product Name
- Unit Price
- Available Stock
- Product Code
Step 5: Review Pricing
Verify:
- Product Name
- Quantity
- Unit Price
- Discount (if applicable)
- Total Amount
Ensure all information is accurate before saving the quotation.
Step 6: Save the Quotation
Once all required products have been added:
Review the quotation details.
Click Save Quotation.
The products will be linked to the quotation and included in the final estimate.
How to Convert a Quotation to a Work Order in Flovix Workshop
Once a customer approves a quotation, Flovix Workshop allows users to quickly convert the quotation into a Work Order. This process transfers all approved products, services, labor charges, and vehicle information into an active job, enabling technicians to begin work immediately.
Converting quotations to work orders helps streamline workshop operations, improve job tracking, and ensure all approved repairs are properly documented.
Step 1: Open the Approved Quotation
Navigate to Workshop → Quotations.
Locate the approved quotation.
Open the quotation details.
Verify:
- Customer information
- Vehicle details
- Products and spare parts
- Services and labor charges
- Total quotation amount
Step 2: Select Employee
In the Select Employee* field:
Click the dropdown menu.
Choose the technician, mechanic, or service advisor responsible for the work order.
Confirm the selected employee has the required expertise for the assigned job.
Assigning an employee ensures accountability and allows management to track job progress efficiently.
Step 3: Add to Queue
After selecting an employee:
Click Add to Queue.
The work order will be added to the employee's job queue.
The assigned technician can view and manage the task from their dashboard.
Benefits of Queue Assignment
- Organized workload distribution
- Better technician scheduling
- Improved job tracking
- Reduced service delays
Step 4: Ignore Out-of-Stock Items (Optional)
If some products are unavailable in inventory:
Enable Ignore Out of Stock Items.
The system will proceed with available products and services.
Out-of-stock items can be added later once inventory is replenished.
When to Use This Option
- Urgent repairs
- Partial service completion
- Awaiting supplier delivery
- Customer-approved phased repairs
Step 5: Convert to Work Order
Once all information has been verified:
Click Convert to Work Order.
Flovix Workshop automatically creates a new work order.
The following information is transferred:
- Customer details
- Vehicle information
- Products and spare parts
- Services and labor items
- Technician assignment
- Quotation notes and remarks
Step 6: Review the Generated Work Order
After conversion, review:
✔ Work Order Number
✔ Assigned Employee
✔ Customer Information
✔ Vehicle Details
✔ Products and Services
✔ Labor Charges
✔ Job Instructions
✔ Estimated Completion Time
Benefits of Converting Quotations to Work Orders
- Faster workshop operations
- Eliminates duplicate data entry
- Accurate job tracking
- Improved technician assignment
- Better inventory management
- Enhanced customer service
- Complete service history records