Repair Parts Quote Tutorial

Create professional repair parts quotes using the Cooledge mobile app. This tutorial covers component replacement and repair work with parts sourcing and labor management.

Video Tutorial

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Complete walkthrough of creating repair parts quotes in the Cooledge mobile app.

This video will demonstrate the parts management system and how to create accurate repair quotes.

What You'll Learn

This tutorial demonstrates:

• Parts Management: Selecting and configuring replacement parts from database
• Scope of Works: Creating detailed work descriptions for repair tasks
• Labor Configuration: Setting precise labor time allowances for repair work
• Custom Parts Entry: Adding specific parts with pricing and supplier details

Before You Start

Prerequisites:

• System requiring repair identified and assessed
• Faulty or replacement parts identified
• Preferred suppliers identified for parts sourcing
• Labor requirements estimated based on repair complexity

Recommended Reading:

• Repair Parts Field Reference - Complete field and options reference
• Quoting Basics - General quoting fundamentals

Step-by-Step Process

1. System Identification

• Unit Type: Select system type requiring repair (Split, Ducted, Multi, etc.)
• Brand: Record equipment brand
• Model Number: Document model for parts identification

2. Parts Configuration

• Materials Database: Select standard parts from predefined database
• Specific Parts: Add custom parts with names, numbers, and pricing
• Supplier Assignment: Set your preferred supplier for each part
• Quantity Management: Specify exact quantities required

3. Scope of Works Setup

• Work Items: Create individual work tasks to be performed
• Custom Descriptions: Add detailed descriptions for each repair task
• Automatic Testing: System includes operation testing after completion

4. Labor Configuration

• Time Allowance: Select precise time in 30-minute increments (0.5-8 hours)
• Number of Technicians: Choose Single Men or Two Men based on complexity
• Special Requirements: Add lifter or long ladder if needed

5. Quote Finalization

• Photos: Add before/during/after photos for documentation
• Quote Notes & Exclusions: Include specific repair requirements or exclusions
• Pricing Review: Verify parts pricing and labor calculations

Common Repair Parts Scenarios

Scenario 1: Compressor Replacement

• Compressor Replacement replacement in ductedsystem
• Specific Parts entry with supplier details
• Parts and materials database selection for common materials and parts needed for the replacement (refrigerant ect.)
• 4-hour labor allowance for replacement
• Two technicians for heavy component handling

Scenario 2: Control Board Replacement

• Electronic controller replacement
• Specific Parts entry with supplier details
• 1.5-hour labor for straightforward replacement

Advanced Features

Parts Management:

• Database Integration: Access common repair parts database
• Custom Entry: Add any part not in database
• Supplier Flexibility: Use any supplier you prefer
• Pricing Control: Set individual part pricing

Work Scope Flexibility:

• Multiple Work Items: Break complex repairs into individual tasks
• Custom Descriptions: Detailed work descriptions for customer clarity
• Automatic Testing: System testing included by default

Labor Precision:

• 30-Minute Increments: Precise time control for accurate pricing
• Multi-Technician Support: Configure for complex repairs requiring multiple people
• Special Equipment: Factor in crane, lifter, or special access requirements

Pro Tips

Parts Sourcing:

• Part Verification: Verify part numbers before ordering
• Lead Times: Consider parts availability when scheduling work

Work Documentation:

• Detailed Scope: Create comprehensive work descriptions
• Photo Documentation: Document before, during, and after repair
• Testing Requirements: Always include system testing and verification

Customer Communication:

• Parts Explanation: Explain why specific parts need replacement
• Labor Justification: Clarify time requirements for complex repairs
• Warranty Coverage: Explain parts and labor warranty terms

Related Resources

• Repair Parts Field Reference: Complete technical reference
• Quoting Basics: General quoting principles