RM

Repair Quotes

Create and manage repair quotes for warranty and out-of-warranty repairs.

5 min read
Last updated 31 December 2024

For items that require repair rather than replacement, ReturnMate's quoting module helps you create professional repair quotes and manage customer approvals.

When to Use Repair Quotes

Repair quotes are appropriate for:

  • Out-of-warranty repairs - Customer pays for service
  • Accidental damage - Not covered under warranty
  • Upgrade services - Optional enhancements
  • Partial warranty coverage - Customer pays remainder

Creating a Repair Quote

1

Access Quote Builder

From the warranty/repair case, click Create Repair Quote.

2

Add Line Items

Add components of the repair:

  • Labour hours
  • Parts required
  • Additional services
3

Set Pricing

Configure pricing for each item:

  • Standard rates
  • Custom pricing
  • Discounts if applicable
4

Add Notes

Include relevant information:

  • Diagnosis summary
  • Repair timeline
  • Warranty on repair
5

Send to Customer

Preview and send the quote:

  • Email with quote details
  • Link to approve/decline
  • Payment options
📷
Repair Quote Builder
(Screenshot placeholder)
Building a repair quote with itemized costs

Quote Components

Labour

Configure labour rates:

Labour TypeDefault Rate
Standard Repair$50/hour
Complex Repair$75/hour
Rush Service$100/hour
Diagnostic Only$25 flat

Parts

Add parts to the quote:

  • Part name and description
  • Part cost (markup configurable)
  • Quantity needed
  • Availability status

Additional Fees

Include other charges:

  • Shipping/handling
  • Expedited processing
  • Disposal fees
  • Insurance/warranty add-on

Quote Status Workflow

Draft → Sent → Customer Response
                    ↓
            Approved → Payment → Repair Begins
                    ↓
            Declined → Case Closed/Returned
                    ↓
            Expired → Follow-up or Close

Quote Statuses

StatusDescription
DraftBeing prepared
SentWaiting for customer
ViewedCustomer opened email
ApprovedCustomer accepted
DeclinedCustomer rejected
ExpiredValidity period ended
PaidPayment received
CompletedRepair finished

Customer Approval Flow

What Customers See

Customers receive:

  1. Email with quote summary
  2. Link to view full details
  3. Line item breakdown
  4. Accept/Decline buttons
  5. Payment options (if accepting)

Approval Options

Customers can:

  • Approve & Pay - Proceed with repair
  • Decline - Reject the quote
  • Request Changes - Ask for modifications
  • Ask Questions - Reply with concerns

Quote Templates

Creating Templates

Save common repairs as templates:

  1. Go to Settings → Repairs → Quote Templates
  2. Click Create Template
  3. Configure standard items and pricing
  4. Name and save template

Template Examples

Screen Replacement:

  • Labour: 1 hour @ $50
  • Screen Part: $150
  • Total: $200

Battery Replacement:

  • Labour: 0.5 hours @ $50
  • Battery: $40
  • Total: $65

Using Templates

  1. Open case and click Create Quote
  2. Select template from dropdown
  3. Adjust as needed for specific case
  4. Send to customer

Pricing Configuration

Standard Pricing

Configure default pricing:

  1. Go to Settings → Repairs → Pricing
  2. Set labour rates by type
  3. Configure part markup percentage
  4. Define minimum charges

Markup Settings

Configure parts markup:

SettingExample
Default Markup40%
Minimum Markup$5
Maximum MarkupNone
Override per PartYes

Discount Options

Apply discounts to quotes:

  • Percentage discount
  • Fixed amount off
  • Free labour/parts
  • Promotional codes

Payment Processing

Payment Methods

Accept payments through:

  • Stripe (cards, Apple/Google Pay)
  • PayPal
  • Bank transfer
  • Invoice (for business customers)

Payment Timing

  • Upfront - Full payment before repair
  • Deposit - Partial upfront, balance on completion
  • On Completion - Pay when repair finished
Payment Integration

Payment integration requires configuration in Settings → Payments. Contact support for setup assistance.

Quote Expiry

Validity Period

Set quote expiry:

  • Default: 14 days
  • Configurable per quote
  • Customer notified before expiry

Expiry Actions

When quotes expire:

  • Automatic status update
  • Optional reminder email
  • Can extend if requested

Quote Analytics

Track quote performance:

MetricPurpose
Quote VolumeNumber of quotes sent
Acceptance Rate% approved
Average ValueTypical quote amount
Time to AcceptDays from sent to approved
Conversion ValueTotal revenue from repairs

Best Practices

  • Itemize all costs clearly
  • Include diagnostic findings
  • Specify repair warranty
  • Set reasonable validity periods
  • Follow up on pending quotes
  • Keep templates updated
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