Workshop Cost Estimation & Sales Estimate Management | Service Estimation Workflow for Repair Orders

Sales Estimates for Workshop Operations | Repair Estimation & Customer Approval Process

Workshop Estimate Creation from Repair Requests | Repair Request Sales Estimation Management

This module provides a comprehensive sales estimate management solution for repair workshops and service organizations within Odoo. It integrates repair requests with the sales estimation process, allowing organizations to create professional customer estimates directly from repair requests using a dedicated wizard. The generated estimates remain linked with their originating repair requests, making it easy to track customer pricing, review repair estimates, print professional estimate reports, and manage the complete estimation workflow for cars, trucks, buses, motorcycles, scooters, electric vehicles (EVs), fleet vehicles, heavy equipment, and other mechanical assets.

Overall Purpose

The primary purpose of this module is to centralize and streamline the repair estimation process within Odoo. It enables workshops and service centers to prepare accurate sales estimates directly from repair requests, maintain document relationships between repairs and estimates, and provide customers with professional repair cost estimates before work begins. This helps improve quotation accuracy, accelerate customer approvals, simplify estimate management, and establish a standardized estimation workflow across repair operations.

Scope of Module

This module covers the complete sales estimate lifecycle for repair operations within Odoo. It includes estimate creation from repair requests, estimate generation using a dedicated wizard, automatic document linking, repair request references on estimates, estimate smart buttons, printable estimate reports, centralized estimate management, and seamless integration between repair management and sales estimation workflows. It provides complete traceability from the original repair request to the generated customer estimate.

Real World Problem It Solves

Many repair workshops, garages, fleet maintenance companies, and service centers prepare customer repair estimates manually using spreadsheets, paper documents, or disconnected systems. These approaches often lead to inconsistent pricing, duplicate data entry, missing references between repair requests and customer estimates, and delays in customer approvals. This module addresses these challenges by integrating repair requests with the sales estimation process in Odoo, allowing organizations to generate professional estimates directly from repair requests, maintain complete document traceability, produce printable estimate reports, and improve the efficiency and accuracy of customer quotation management.

Main Features:

• Create Sales Estimates from Repair Requests:
  • Generate sales estimates directly from repair requests.
  • Reduce manual estimate preparation.
• Estimate Creation Wizard:
  • Launch a dedicated wizard for estimate creation.
  • Simplify the customer estimation process.
• Automatic Estimate Generation:
  • Create professional sales estimates with a single action.
  • Improve operational efficiency.
• Repair Request Integration:
  • Connect sales estimates with repair requests.
  • Maintain complete document traceability.
• Repair Request Reference on Estimates:
  • Display the originating repair request on estimate records.
  • Provide quick access to related repair information.
• Estimate Smart Button:
  • Open all related estimates from the repair request.
  • Improve navigation between connected documents.
• Centralized Estimate Management:
  • Manage all repair estimates from a dedicated menu.
  • Improve estimate organization and tracking.
• Professional Estimate Reports:
  • Generate printable sales estimate reports.
  • Share professional estimates with customers.
• Reduced Manual Data Entry:
  • Automatically transfer repair information into estimates.
  • Minimize repetitive data entry.
• End-to-End Estimate Management:
  • Manage the complete repair estimation lifecycle from one platform.
  • Improve visibility from repair request to customer estimate.

Create Estimate Button on Car Repair Request Form

Car Repair Estimate Wizard open from Create Estimate

Open Estimates Form View after Create Estimate button click on Wizard

Smart Button Of Estimates on Car Repair Request Form

Print Estimate Report

Estimate Report

Estimates Menu