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      1. Texada Knowledge Base
      2. Service: Service Agreement Quoter
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      The Quote Details Screen - Equipment Details

      An overview of the Equipment Details subscreen of the Quote Details screen.

      Quick Reference

      • When building out a Quote in SAQ, it is possible to create multiple Revisions (versions) of the same Quote and edit each Revision independently. Each piece of equipment added to a Revision can likewise be managed via its own Equipment Details screen. To access this screen, click on the equipment’s serial number in the left navigation menu under the Revision to which it belongs.
      • The Equipment Details Screen comprises five panels:
        • Overview Panel: Contains read-only information about the piece of equipment.
        • Event List Panel: Contains the list of Events available to be completed for this piece of equipment under the current Revision.
          • Click the “Edit Events” button Edit Events Button - Service Agreement Quoter to edit the Events included in the Revision for this piece of equipment. 
          • Click the “Change Pricing” button Change Pricing Button - Service Agreement Quoter to toggle between standard pricing and Customer pricing.
          • If using Customer pricing, click the “Re-Price” button to reset the pricing of the Events selected for the piece of equipment.
          • Click the “Reset” button Reset Button - Service Agreement Quoter to reset all Parts, Labor, and Misc changes for all Events included for the current piece of equipment.
        • Year over Year Panel: Contains a breakdown of future maintenance planned for the piece of equipment.
        • Contract History Panel: Contains a list of previous Contracts for the piece of equipment.
        • PM History Panel: Contains a list of previous PM Events for the piece of equipment.
      • Click the “Edit Events” button Edit Events Button - Service Agreement Quoter in the top-right corner of the Event List panel to edit the Events included in the Revision for this piece of equipment. 
        • Click the “Add Manual Event” button Add Manual Event Button - Service Agreement Quoter to add a custom Event to the piece of equipment.
        • Click the plus icon Plus Icon Blue on Gray - Service Agreement Quoter next to a Package to add it to the Revision. Click the minus icon Minus Icon Blue on Gray - Service Agreement Quoter to remove it.
        • Click on an Event’s name to view its details.
        • Click on the Parts, Labor, and Misc checkboxes next to an Event’s name to toggle including that component of the Event in the Revision.
        • Enter a number of Occurrences for an Event to include it in the Revision.
        • Enter a Discount for an Event to discount the price of that Event by the percentage entered.

      The Quote Details Screen

      This page is part of a series on the Quote Details Screen in Service Agreement Quoter. The structure of this screen and its subscreens is as follows:

      Introduction

      When building out a Quote in SAQ, it is possible to create multiple Revisions (versions) of the same Quote and edit each Revision independently. As each Revision is created, it will appear in the left navigation menu of the Quote Details screen.

      Each piece of equipment added to a Revision can likewise be managed via its own Equipment Details screen. To access this screen, click on the equipment’s serial number in the left navigation menu under the Revision to which it belongs.

      Equipment Details Screen

      Quote Details Page - Equipment Detail NUMBERED

      1. Overview Panel
        Contains basic information about the piece of equipment.
      2. Event List Panel
        Contains the list of Events available to be completed for the piece of equipment under the current Revision.
      3. Year over Year Panel
        Contains a breakdown of future maintenance planned for the piece of equipment.
      4. Contract History Panel
        Contains a list of previous Contracts for the piece of equipment.
      5. PM History Panel
        Contains a list of previous PM Events for the piece of equipment.

      Overview Panel

      This panel contains basic information about the piece of equipment being viewed. This information is read-only.

      Quote Details Page - Equipment Detail - Overview Panel NUMBERED

      1. Serial Number
        The equipment’s serial number.
      2. Make
        The equipment’s make.
      3. Model
        The equipment’s model number.
      4. Serial Number Range
        The serial number range to which the equipment belongs.
      5. Stock Number
        The equipment’s stock number.
      6. Unit Number
        The equipment’s unit number.
      7. Expires By
        Whether Contracts for this piece of equipment will expire by Service Meter Units (Hours), Date, or Both. If “Both” is selected, Contracts will expire by whichever comes first.
      8. Start Hour
        The starting hour of the Contract for this piece of equipment.
      9. End Hour
        The ending hour of the Contract for this piece of equipment.
      10. Start Date
        The start date of the Contract for this piece of equipment.
      11. End Date
        The end date of the Contract for this piece of equipment.
      12. SMU
        The equipment’s current Service Meter Units (SMU). 
      13. Utilization Per Day
        The equipment’s daily utilization, measured in Service Meter Units (hours).
      14. Pricing Type
        The equipment’s pricing type (Standard or Customer).
        1. Standard: The default pricing model. The pricing for each Event will be based on that Event’s Standard Job and cannot be modified.
        2. Customer: Customer-based pricing. The pricing for each Event will be based on the Customer’s class. Additional pricing options will be available from the Event Details screen, including the ability to add Labor and Misc charges.
      15. Number of Events
        The total number of Events that will be completed for this piece of equipment under the current Revision.
      16. Total Amount
        The total cost of all the Events that will be completed for this piece of equipment under the current Revision.
      17. CPH Amount
        The total cost per hour (CPH) of all the Events that will be completed for this piece of equipment under the current Revision.
      18. Enrollment Number
        The equipment’s enrollment number.
      19. Contract Date
        The equipment’s Contract date.
      20. Comments
        Any additional comments.

      Event List Panel

      This panel contains the list of Events available to be completed for this piece of equipment under the current Revision. Click on the panel header to expand or collapse it.

      Quote Details Page - Equipment Detail - Event List Panel NUMBERED

      1. Re-Price Button
        This button will only be visible when the current pricing type is “Customer” (2). Click to recalculate the pricing for the Events included for the current piece of equipment based on the Customer’s class.
      2. Change Pricing Button
        Click to toggle the equipment’s pricing type. If the current pricing type is Standard, the button will read “Change to Customer Pricing”. If the current pricing type is Customer, the button will read “Change to Standard Pricing”. Changing the equipment’s pricing type will reset its Events’ pricing as well as the Parts, Labor, and Misc columns.
        1. Standard: The default pricing model. The pricing for each Event will be based on that Event’s Standard Job and cannot be modified.
        2. Customer: Customer-based pricing. The pricing for each Event will be based on the Customer’s class. Additional pricing options will be available from the Event Details screen, including the ability to add Labor and Misc charges.
      3. Edit Events Button
        Click to edit the Events included for this piece of equipment. See Edit Events for more information.
      4. Reset Button
        Click to reset all Parts, Labor, and Misc changes for all Events included for the current piece of equipment.
      5. Event List
        The list of Events available to be completed for this piece of equipment under the current Revision. Click on a column header to sort the table by the contents of that column. Click and drag the column headers to rearrange the columns.
      6. Event
        Click on an Event to open its details page. See “The Quote Details Screen - Event Details” for  more information.

        Edit Events

        Click the “Edit Events” button in the top-right corner of the Event List panel to edit the Events included for the current piece of equipment. This will change the appearance of the Event List panel, splitting it into two tables: the Package List on the left and the Event List on the right. It will also change the action buttons in the top-right corner of the panel.

        1. Add Manual Event Button
          Click to add a custom Event to the Event List. This will open the “Add Manual Event” window, where you can fill out all of the information for your event. At minimum, you will need to input an Event Name, Category, Job Code, Price, number of Occurrences, Start Frequency, Frequency, Frequency Type, and Start Period.
        2. Cancel Button
          Click to stop editing Events without saving your changes.
        3. Save Button
          Click to save your changes and stop editing Events.
        4. Package List
          Contains a list of all the Packages available for this piece of equipment, based on its model and serial number range and the Contract type of the parent Quote. Click on a column header to sort the table by the contents of that column. Click and drag the column headers to rearrange the columns.
          1. Package
            Click on the right arrow next to a Package to expand it, displaying the Events included in the Package and the number of occurrences for each.
          2. Warnings
            If a Package includes any Events for which the current piece of equipment does not have any matching Standard Jobs, a warning will be included for that Package. Click on the number of warnings to see which Events included in the Package are not compatible with the current piece of equipment. If the Package is added to the Revision, only compatible Events will be included.
          3. Add Package
            Click the plus icon Plus Icon Blue on Gray - Service Agreement Quoter next to a Package to add it to the Revision. All of the Events included in the Package that do not have any associated warnings (3) will be added to the Revision. The number of occurrences added for each Event will equal the number specified in the original Package, indicated under the Package details (2).
          4. Remove Package
            Click the minus icon Minus Icon Blue on Gray - Service Agreement Quoter next to a Package to remove it from the Revision. All of the Events included in the Package that do not have any associated warnings (3) will be removed from the Revision. The number of occurrences removed for each Event will equal the number specified in the original Package, indicated under the Package details (2).
        5. Event List
          Contains a list of all the Events that can be added to the Revision for this piece of equipment. Click on a column header to sort the table by the contents of that column. Click and drag the column headers to rearrange the columns.
          1. Event
            Click on an Event’s name to view its details. See “The Quote Details Screen - Event Details” for more information.
          2. Parts / Labor / Misc
            The checkboxes in the Parts / Labor / Misc columns indicate whether each Event includes a Parts, Labor, and/or Misc component. If manual override is enabled for that Event Type, these checkboxes can be toggled on and off.
          3. Occurrences
            The number of occurrences of the Event included in the Revision. Enter a whole number into this field to add occurrences of the Event to the Revision. The “Net Price per Occurrence” and “Ext Price” columns will automatically be updated as the number of occurrences is changed.
          4. Discount
            The percentage discount applied to this Event. Enter a number between 0 and 100 (with up to four decimal places) to discount the Net Price per Occurrence of the Event by the percentage entered. This discount is applied on top of any other discounts applied at the Customer level.
          5. Clear Event
            Click to set the Occurrences and Discount values for the Event to 0, effectively removing it from the Revision.

        Year over Year Panel

        This panel contains a breakdown of future maintenance work scheduled for this piece of equipment, according to the Events included in the current Revision.

        1. Save Button
          Click to save your changes.
        2. Occurrences Table
          Contains the dates of future occurrences of the Events included for the piece of equipment. The dates of the occurrences are determined by each Event’s Start Frequency, Frequency, and Frequency Type. For more information, see “Event Frequency”.
        3. Warnings
          If there are any issues with the way an Event has been configured that are preventing occurrence dates from being shown, a red warning symbol will be displayed next to it. Hover your mouse over this symbol for more information.
        4. Export Button
          Click to export the contents of the Occurrences Table as a comma-separated values (.csv) file. Depending on your browser’s settings, you may be prompted to select a download location, or the file may be automatically downloaded to your Downloads folder.
        5. Average Esc CPH
          The average escalation cost per hour (CPH) of all the work scheduled for the piece of equipment. This number represents the overall CPH of all future work for the equipment, after taking yearly CPI price escalation into account.
        6. CPI
          The yearly Consumer Price Index (CPI) price increase of the work scheduled for the piece of equipment, expressed as a percentage of the total. 
        7. Number of Hours
          The total number of work hours scheduled for this piece of equipment.
        8. Number of Years
          The number of years for which maintenance will be performed on the piece of equipment, based on the future occurrences of the Events currently included in the Revision.
        9. Quoted CPH
          The quoted cost per hour (CPH) of the work included for this piece of equipment under the current Revision. If CPI price escalation is enabled and the scheduled work spans multiple years, it is expected that this number will be lower than the “Average Esc CPH” (5). 
        10. Events Table
          Contains a breakdown of all future Events scheduled for the piece of equipment, allowing you to compare the quoted price to the final price, taking yearly CPI price escalation into account. Click on a column header to sort the table by the contents of that column. Click and drag the column headers to rearrange the columns.
        11. Export Button
          Click to export the contents of the Events Table as a comma-separated values (.csv) file. Depending on your browser’s settings, you may be prompted to select a download location, or the file may be automatically downloaded to your Downloads folder.