Create a Quotation

This module enables you to create and manage quotations that can be turned into a Work Order if applicable.

The content of the quotation influences the content of the work order.

When you receive a quote request from a client, open Blue MRO and click on the Quotations submodule in the Projects module.

Switch to edit mode .

Click on “Add Quotation”. A new line appears in the Quotations panel with “pending” written in the reference column.

An assistant appears. You can create quotations or sub-quotations.

Sub-quotations are generally used to quote findings that will be declared while performing maintenance (as explained in the 'Finding' article).

In the pop-up window, the date is written by default.

You can choose your Part 145 center and you can select your client and the relevant aircraft from a list.

By default, the system displays the information retrieved from the previous quotation. You can change it.

This information comes from the address book.

You can choose the currency of the quote. 

There are two different project types. If you perform a maintenance on the airplane or the engines, you can select aircraft.

If you have a component shop and you want to perform an overhaul on a component, select “Component”.

If you select “Aircraft”, the system will provide you with a CRS and if you select “Component”, the system will provide you with a form 1. 

The list of the aircraft owned by the selected client will be displayed. The information comes from the address book.

Select the appropriate aircraft and click on “next”. 

An assistant window opens. You can state if you are going to perform maintenance on the aircraft or the engines. It can be both.

If you only select the engines, you will have the complete list of the available packages created in the resources that and linked to your AMP.

You can select one of the packages and add it to your quotation or you can reduce it and you also have access to all the standalone tasks by clicking on “Available Job Cards”.

Reduce the Available Packages list by clicking on the small arrow pointing up. 

Example:

In the list of open findings, you will find all the declared findings that can be added to a sub-quotation.

“General items” allows you to add any kind of associated cost. It’s a free text field. 

The right part of the window is dedicated to quotation content. It shows the tasks we created.

 If there is a standalone task, you can change the name here.

Mandatory to set: fixed rate in the quotation content.

The “man hour” field does not need to be necessarily filled.

When you are done, click on the validation button .

The quotation content is now ready. You can see one task, one custom package, and additional fees.

Optional:

You can add an associated job card to a ‘general item’ by selecting it and clicking on the plus button of the ‘Associated Job Cards’ panel. It allows you to add a job card that is not part of your resources. 

Here we can see that we have related files in the associated job card. They come from the ‘Job Cards’ modules.

If the initial set up has not been done in the ‘Job Cards’ module, you can easily add related files or you can drag and drop the technical documentation or any type of document in any format (pdf, html, mht, rtf, docx, xls, xlsx, csv, txt or image file).

All those related files will be displayed on the iPad app. You can access them in read-only mode or edit mode.

If it is a form that needs to be modified, filled in, or signed you can do it from the iPad.

Switch to edit mode and click on one of the boxed buttons.

Select the file you want to add and click on “open”.

The system will ask if you want to update the resources accordingly.

When you drop files at the quotation level you can upload and keep that related file in the resources, or the related file remains only for this project.

The related file is uploaded. Double-click on it to preview.

The preview of the related filed is now displayed.

If it is not set in the resources, you can indicate what are the required tools, materials, and spare parts needed to perform the job. Go to the “Quotation Contents” tab, switch to edit mode, and access the list of references we have in the resources.

For this alternate, you can change quantity if needed, and so on. 

The parts and tools you add to these sections are directly added to the 'Material Request' so that you can book the parts.

On the left box, "Quotation" is written between brackets so this will be displayed on the quotation. On the right box, you can set what is internally required, so it will not affect the quotation.

On the quotation preview, you can see that there are three items.

You can also see the total cost and separately we have the total for the material and services.

You can add your terms and conditions that are set in the address book for each entity.

When you click on “Validate Quotation”, a window opens.

The unchecked element corresponds to the man-hour. It won’t block you. You can click next.

Then, the aircraft status appears. Click on Next. Then, click on Finish.

You can create an account to your clients to enable them to review and sign quotations from the free Blue MRO iPad app.

Create a user in the 'Users' module and assign the 'Client' role. In the 'Address Book' module, associate the client user with the contact, as explained in the Address Book article.

Communicate the credentials to your client.

Then, they can download the Blue MRO iPad app, log in and start working.

As soon as the quotation is validated, the system creates an associated work order with the same number as the quotation.

Now that the work order is created, in the 'Work Orders' module, below, we find our project. The dashboard status is “remaining tasks” because all the tasks are still open. The work needs to be performed. Work progress is zero and the final CRS is not signed yet.

Since we set one part to perform the work, the system created automatically a material request sent to the store manager.

This is optional, it won’t block you if you start working on your project. It is just for information.

Either you can handle material request from the stock, or you can leave it as it is (as explained in the 'Inventory' article, in the 'Material Request section or in the 'W/O items booking' article).

If you want to start working on the iPad there is only one more thing to do. Assign at least one technician.

When you have one work order selected, you have to click on the “assign resources” button in the main ribbon.

Here you get the timeline of your work order that can be modified if needed.

You can switch to edit mode and select the technician and drag and drop it from the 'Staff' section to the grid, click ok.

If you want to set a recurrence, click on recurrence.

Set the recurrence by filling in the different fields.

In any case, as soon as one technician is assigned, on the iPad, the rest of the technicians can tap on this technician’s box to retrieve the work order, and then when they badge, it is their experience and their signature that will be on the task.

This is just how to make a task available on the iPad.