Build a quote from findings

A quote is owned by the repair order, not by a single job card. The customer authorises the whole visit, so you build every recommendation into one quote.

The draft editor opens inside the repair order detail. You stay alongside the inspection while you price the work, so there is no separate builder screen to navigate to.

1. Open the repair order and start the quote draft. Every finding from the inspection seeds a row. Findings that were not rated OK are ticked on by default; OK findings appear unticked so you can add one without leaving the draft.
2. For each line, set labour hours against the workshop rate, or enter a fixed price. The line shows its total inclusive of tax.
3. Add parts where needed. Enter the supplier cost excluding tax and a margin; the customer price is calculated and shown inclusive of tax. Pick a supplier so the part can be ordered later.
4. Use "Why it matters" to add a short customer-facing explanation of the benefit of acting and the risk of declining. You can ask Openhood to draft it, then edit before saving.

Labour, parts, and pricing

Part costs are entered the way suppliers quote them: excluding tax. Margin applies to that cost, and the price the customer sees is the inclusive amount. Labour follows your workshop's configured rate.

If your quote needs a discount, apply it from the total. The discount reduces the inclusive payable amount, and on partial approval the customer keeps a fair share of it.

What approval becomes

Approved lines are actioned into one additional-work job card, with one task per approved recommendation and the approved parts ready to order. Declined lines stay on the repair order report for context but are never billed. The invoice reflects approved items only.