Opportunity – Estimate Tab

In an open Opportunity > Estimate tab, there are three subtabs:

Lines
Rates
Totals

The information in these tabs is read-only.

Lines

The tab shows all the estimate lines imported from the estimating system and identifies any changes made that differ from the original imported data.

Rates

The Rates shown are those used when the initial estimate was created. The rates include General, Parts, Service, Labor, sales tax percent charged, and the categories that are taxable. If there is a discount or markup on a category, that percentage will be shown.

Totals

The totals shown are the amounts of the imported estimate subtotaled by category and the labor and paint labor hours. The Payment Responsibility breaks down the amount due for the repairs by insurance company and customer.

Reference

The Estimate Tab

Qty	Quantity of parts on that repair line.
Part Type	Type of Part.
Description	Description of Part.
Part Number	Part Number.
Part Amt	The list amount the Part for that estimate line.
Labor Type	Type of Labor.
Op	Type of Labor Operation.
Hours	Labor Hours sold for the repair line.
Paint	Paint Hours sold for the repair line.
Labor Amt	Total Labor dollar amount for the repair line.
Paint Amt	Total Paint dollar amount for the repair line.
P	Part Taxed? An asterisk indicates that the part for this line is taxable.
L	Labor Taxed? An asterisk indicates that the labor charge for this line is taxable.
P	Paint Taxed? An asterisk indicates that the paint charge for this line is taxable.
B	Betterment. An asterisk indicates that this repair line contains a betterment charge to the customer for the repair line.
A	Appearance Allowance. An asterisk indicates that this repair line is considered part of an appearance allowance.
M	Markup? If there is a markup in the line, an asterisk appears in this column. The dollar amount appears in the D/M column.
D	Discount? If there is a discount applied to the line, an asterisk appears in this column. The dollar amount appears in the D/M column.
C	Changed? An indicator of whether the line has been changed from the original estimate.
D/M	D = Discount amount (if a Discount was applied). M = Markup amount (if a Markup was applied).
Buttons
Refresh	Click to refresh the information displayed.
Analyze	Available if the Estimate Analyzer is licensed. Click to perform an analysis on the estimate.
OEM Advisor	Opens TechAdvisor for the vehicle model.