Managing auto repair service requests, estimating costs, and communicating quotes to clients can be a time-consuming and error-prone process. The Auto Repair Quotation Template, built with Infowise Ultimate Forms for Microsoft SharePoint, offers a seamless and professional way to create, track, and manage repair quotes—without the need for custom development or coding. Designed for automotive repair shops, service centers, and contractors, this template delivers a complete quotation management system inside your SharePoint environment.
Key Features and Benefits
This ready-to-use solution empowers service teams to:
- Generate detailed repair quotations – Capture all necessary client, vehicle, and contractor details, and break down service items into parts, labor, and totals using Infowise formulas and calculated columns.
- Automate calculations and taxes – Easily calculate subtotals, apply taxes, and display the final total using built-in Infowise formulas.
- Customize Terms & Conditions – Include editable legal and policy terms directly on the quote form.
- Maintain accurate service records – Every quote is stored in SharePoint and linked to associated service items using Ultimate Forms: Associated Items.
- Send branded printable documents using Ultimate Forms: Print – Export professional-looking printable PDF quotes that include your company name, logo, and approval fields.
- Trigger notifications – Automatically send alerts to clients or internal teams when a new quote is created or approved, using Ultimate Forms: Alerts.
Modules and Process Flow
- Quotation Form: The main SharePoint list where each auto repair quotation is created. Users fill in client info, service details, pricing, and select service items.
- Service Items List: Linked using Ultimate Forms: Associated Items, this list contains each part or labor item related to a quotation.
- Auto Calculations: The system uses Infowise calculated fields to sum up parts and labor costs, apply tax rates, and determine the final amount due.
- Approval and Signature: Users can print or export the quotation to PDF and collect a physical or digital signature.
Why Use This Template
Built natively on SharePoint and powered by Infowise Ultimate Forms, this no-code template helps auto repair professionals standardize their quotation process, minimize errors, and deliver fast, transparent estimates to their customers. Whether you’re running a small shop or managing a fleet repair department, this solution gives you the tools to stay organized and improve your service experience.
Start using the Auto Repair Quotation Template today and streamline your quotation process with the full power of SharePoint and Infowise!
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