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Repair Estimates

Posted
Updated
ByKarlos

Standard Operating Procedure – Repair Estimates

Purpose

This SOP is intended for Technicians when they are on-site and customer requests a Repair Estimate. The Technician is responsible to provide a Repair Estimate at the time utilizing a Repair Estimate Form.

Scope

To provide instructions to the technicians on how to create a repair estimate to customers

Actions

Repair Estimate- Cost Approval Process

  1. $0-$1,500 -Technician can provide without approval
  2. $1,501 to $3,500 – Requires Manager Approval
  3. Requires New Equipment- Action Request form to be completed by technician after speaking with the salesperson from the region.
  • Technician is on a Service Call and identifies additional parts and labor are required to complete the repair
  • Technician will discuss with the customer that in order to repair the broken equipment they will need to provide a repair estimate with the parts and labor needed to complete the work.
  • Technician will complete FDC Repair Estimate Form per the numbered fields below:
  1. Estimate# Field- initials followed by the date. (Example- SH041921)
  2. Technician’s Name Field- Enter your full name
  3. Site Name Field- Enter the Customer Site Name from SME if possible
  4. Date Field- Enter the Date the Repair Estimate was created
  5. FDC ID# Field- FDC Tag# of equipment being repaired
  6. Make/Model- Enter the equipment being repaired
  7. Ticket# Field- Enter the Ticket you were on when the Repair Estimate was created
  8. Description of Item Field- List of itemized charges in the following order
    Labor Hours
    Trip/Mobilization
    List all part description from SME
  1. Qty Field- Total number of items described in description of item field.
    • If the description item is labor this will be where you enter the total number of hours.
    • If the description item is trip, this is the section you where you will enter the total number of trips.
    • If the description of parts this will be where you enter the total number of parts
  1. Part# Field- Enter FDC Part Number
  1. Freight Field- If freight applies to a part add it here. This does not multiply with the Qty. Field, this is an add on charge. Please calculate total Freight per the line and enter it here.
  2. Retail Field- This is the FDC Retail Price of the Labor/Trip or Part Number
  3. Retail Field- Multiply the Quantity by Retail and add Freight
  4. Description of Work Field- This block is where you can paint a word picture of the Scope of Work, also include any Customer provided work/materials and/or exclusions.
  5. Parts Field- Enter the total price of all parts above
  6. Labor Field- Enter the total price of all Labor Hours above
  1. Trip Charge Field- Enter the Total Trip/Mobilization Charges above
  1. Total Field- Total of Parts + Labor + Trip
  1. Print Line- Have Customer Print their name
  1. Signature Line- Have Customer Sign once they approve

 

Action Request Form – Process for New Equipment

  1. Technician will need to call the Salesman in the region and ask what is required based on customer needs
  2. Once Technician is provided instruction by the Salesman the Tech will complete the Action Request form as follows and email to Sales
  • Date Field- Enter the date of the request
  • Tech: Field- Enter your Full Name
  • Ticket# Field- Enter the Ticket number for the Ticket you were given by the Service Department
  • Location Field- Enter the Address of the Site
  • City Field- Enter the City of the Site
  • Contact Info Field- Enter the Full Name of the Customer
  • Phone Number Field- Enter the Phone Number of Customer
  • Email Field- Enter the Email address of the Customer
  • Fax Field- Enter the Fax Number of the Customer, if applicable
  • Action Needed Field- Enter the Action Needed in this field
  • FDC# Field- Enter the FDC Part Number from SME
  • MFG# Field- Enter the Manufacturer Par Number from SME
  • Vendor Field- Enter the Vendor Name from SME
  • Description Field- Enter the Part Description from SME
  • Price Field- Enter the Retail Price from SME
  • Field- Enter the Number of Parts Required
  • Total Field- Multiply the Price by Qty. to get total
  • Labor Hours Field- Enter the estimated labor hours in this field
  • # of Techs Field- Enter the number of Techs in this field
  • Labor Rate Field- Enter the Labor Rate of the Region/Location
  • Parts Total Field- Enter the total price of all parts above
  • Labor Total Field- Enter the total price of all Labor Hours above
  • Quote Total- Add the Parts Total and Labor Total to get the Quote Total
  • What Type of Loop- Enter the type of loop needed in this field
  • Type of Base/Harness- Enter the type of Base/Harness needed in this field
  • Condition Field- Enter the type of condition the old equipment is in- Corroded, Broken, Age of Equipment etc.
  • Condition of Hinges or Chain (Specify Which)- Enter what condition the hinges or chain are in and be specific to each
  • Operator Make & Model- Enter the Make and Model of the Operator in this field
  • TES Wire Saw-Cut or in Conduit? (Condition) Field- Specify the exact type of wire in this field
  • Arm Paint/Powder Color (Condition) Field- Specify the paint/powder color of the Arm and its condition in this field
  • Operator Wires Saw-Cut or In Conduit? (Master/Slave) Field- Specify the exact type of wire in this field
  • TES Make/Model Field- Specify the Make/Model of the Telephone Entry System in this field
  • Condition Field- Specify the condition of the TES in this field
  • Phone Line Cond. Field- Specify the condition of the phone line in this field
  • Type of Fire Entry Field- Specify the type of Fire Entry in this field
  • Location Field- Specify the Location of the of the Fire Entry
  • Concrete Pad/Post Mount Field- Specify if there is a concrete pad/post mount in this field
  • Condition Field- Specify the condition of the concrete pad/post if applicable
  • Dimensions Field- Specify the dimensions of the concrete pad/post mount in this field if applicable
  • Receiver Model Field- Specify the type of receiver model in this field
  • Frequency Field- Specify the frequency of the receiver model in this field
  • Location Field- Specify the location of the receiver model in this field
  • Type of Beam Field- Specify the type of beam in this field
  • Condition Field- Specify the condition of the beam in this field
  • Comments Field- Specify any addition comments in this area

 

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