--- title: Add an Estimate to a Unit description: Repair estimates can be created from the Service Board. To access the Service Board, open the Service menu → Service Board. --- [Skip to content](https://knowledge.brightorder.com/add-an-estimate-to-a-unit#main-content) English Show submenu for translations [More support](https://knowledge.brightorder.com/kb-tickets/new?hsLang=en) [Customer portal](https://help.brightorder.com/tickets?hsLang=en) [![BO Logo](https://knowledge.brightorder.com/hs-fs/hubfs/BO%20Logo.png?width=384&height=89&name=BO%20Logo.png)](https://knowledge.brightorder.com?hsLang=en) Open main navigation Close main navigation - English Show submenu for translations - [More support](https://knowledge.brightorder.com/kb-tickets/new) - [Customer portal](https://help.brightorder.com/tickets) - Go to www.brightorder.com Go to www.brightorder.com How can we help you? - There are no suggestions because the search field is empty. 1. [BrightOrder Knowledge Base](https://knowledge.brightorder.com/?hsLang=en) 2. [EMDECS](https://knowledge.brightorder.com/emdecs?hsLang=en) 3. [How-To Guides](https://knowledge.brightorder.com/emdecs?hsLang=en#how-to-guides) # Add an Estimate to a Unit ## Repair estimates can be created from the Service Board. To access the Service Board, open the Service menu → Service Board. ### Create a Repair Estimate To create a repair estimate for a unit, click the **Estimate** button on the Service Board  ![](https://help.fleetsquared.com/galleryDocuments/edbsndf086b07ce0517f28429069d1b94711342c150affc59cdb5544f0bb61f715d7ea2fe7a3eb8813a150d919a300f8766db?inline=true) In the pop-up click **Yes** to confirm.   ![](https://help.fleetsquared.com/galleryDocuments/edbsn370f625fe8fc91a562f4bc58deccb878e5d9758136b6134a1deee3b93c3d9fd795f9b2cf98d3d0d2ac82e77837eda336?inline=true)   Estimates are created just like you would create or edit a repair order.  Optional notes and reference numbers may be entered at the top, with labor in the left hand section and parts in the right hand section below. To get started, click **Add Labor**. ![](https://help.fleetsquared.com/galleryDocuments/edbsn8ce5d621d7c50253a1dbe8d7cc2447dcc16d5772f2bf1195ffeee140e555a3d51dad90cee785c744cd231fcc873c6bba?inline=true) Select the labor activity under **Service Programs, VMRS, Unit History,** and **Other History**  ![](https://help.fleetsquared.com/galleryDocuments/edbsn07e5808d5a686a8a0063ef1bf079f5cde19ceb160591dda07c98b5bd2817d15f3b588595d47cbaa5dd29cfe64f4d3d64?inline=true) Click the **green plus** next to the labor line(s) you want to add to your estimate ![](https://help.fleetsquared.com/galleryDocuments/edbsndf086b07ce0517f28429069d1b947113db2eb36f5409519525d79c492f6cc2d7fe52a6973cf73e2ffea3590999175a23?inline=true) On the right hand side, you may edit the **Estimated Hours, Hourly Charge** and enter **notes** before clicking **Add**. ![](https://help.fleetsquared.com/galleryDocuments/edbsn8ce5d621d7c50253a1dbe8d7cc2447dcab021440a2afe78097ad1512bb03d11e607ebbfc1207a2d932e89aa2cf36ba30?inline=true) In the example pictured below, **"Steering Wheel"** labor activity has been added to the estimate. ![](https://help.fleetsquared.com/galleryDocuments/edbsnbf4d096a991200810265dacc4a519714a16548eda39a6ea5db39878d26cb47eaee75331d9d3aa0048cbcc5f3eea7eb3c?inline=true) If you want to include parts with the estimate, select the appropriate labor activity on the left hand side, then click **Add Parts**. ![](https://help.fleetsquared.com/galleryDocuments/edbsndf086b07ce0517f28429069d1b947113acbe611fda14ce0c522f815b26cc8aa6798e0a085b85dcc4daa3ccb4f855a6dd?inline=true) Enter the part number or description and select the search result from the drop down list, or click on the magnifying glass for a pop-up search window.  When you've found the part, enter the appropriate quantity and then click **Add Part**. ![](https://help.fleetsquared.com/galleryDocuments/edbsn370f625fe8fc91a562f4bc58deccb878cc367d3c401838018109383cb710f979afea5a4fa97492974c5b29eff626e0db?inline=true) If you need to remove a part from your estimate, click on the red **X** and then click on the trash can icon to empty the trash and remove it from your issued parts list. Click on **Close** when you are finished adding parts to the estimate. ![](https://help.fleetsquared.com/galleryDocuments/edbsndfd023788e44180eedb0fc163c0f25faf262fe3fccdfea8f954d2898629f13851851105b37c946359e993f3ac8bc74b4?inline=true) Click the **Print** icon under **Submit** if you want to open a PDF of the estimate for printing.  To finish the estimate, click **Submit**. ![](https://help.fleetsquared.com/galleryDocuments/edbsn973eb98e38897b5241cb8b27b5725af389bfe1aa012245e01e17b6a165bea0f255109d15689033dd616c53a4ca9c8105?inline=true) Clicking **Submit** also generates a PDF of the estimate for printing. An example is shown below. ![](https://help.fleetsquared.com/galleryDocuments/edbsnc59c25d1f87669faa4cfe82252adfbc00428649751ac21682647baf3d65c335be028552b0427c1869d6415797e7ac7af?inline=true) Estimates need to be approved, as a way of telling the EMDECS system that your customer has approved the work and it can be linked to the unit.  Click the estimate number on the Service Board to review and approve your new estimate.   ![](https://help.fleetsquared.com/galleryDocuments/edbsn07e5808d5a686a8a0063ef1bf079f5cdda7e83b450f82ad6e44a3c25d79b6adbb2420eb24567209ca1534d2dfa4c335e?inline=true)   If your estimate is good to go, Click **Approve**.  ![](https://help.fleetsquared.com/galleryDocuments/edbsnbf4d096a991200810265dacc4a51971482dc4227313eb2a966f4b932c9913d4dea82035f40449786d8c9d178c6abe0d0?inline=true) In the pop-up screen select the labor to approve then click **Approve Estimate**. ![](https://help.fleetsquared.com/galleryDocuments/edbsnc59c25d1f87669faa4cfe82252adfbc05b71998557eed7158bd3af1c4d120530bae698973b51605351960042d2931e8c?inline=true) #### Tech RO: Viewing an Approved Estimate as a Technician From the technician side, when they select a unit to work on with an approved estimate, the jobs on the estimate will be listed under **Work Required**. ![](https://help.fleetsquared.com/galleryDocuments/edbsndf086b07ce0517f28429069d1b94711308bd195f289ddd1c6035bb3d164e3e1c2bfd2026c12eb5cd9766536f0c21081b?inline=true) Any parts linked to the estimate will be issued automatically after the technician adds the required work to their repair order by clicking the Labor icon. ![](https://help.fleetsquared.com/galleryDocuments/edbsnea8a166970e0cd51df3b04efa353cd2f5c7a2e0abdfd033217a9238064d90344010e46dd54a3f8726af6e77d1462d589?inline=true) ### Remove an Approved Estimate Approved estimates are added as **Work Required** to the unit. If you need to remove an approved estimate from a unit, open the Unit Master screen (**Fleet** → **Unit Master**), then search for and click the appropriate unit number and click on **More Info**. This will open the unit detail screen (shown below). From here, open the **Work Required** tab then click on the red **X** to the right of any activities on the estimate.   ![](https://help.fleetsquared.com/galleryDocuments/edbsn4cf17adc67130243c43a26a32defc7ac148e64b71d755d92db759fc43d18761ae34b0796b28f8147334f5b91f879bf2b?inline=true) After clicking on a red **X**, click on the trash can icon to permanently remove the work required.  This will remove the estimate work from the unit. ![](https://help.fleetsquared.com/galleryDocuments/edbsn07e5808d5a686a8a0063ef1bf079f5cdc9f144e8395b129422733a1dad1c625ae8a5781ce455bcab29593644d0c58819?inline=true)   Click **Save/Exit** to save the changes made to the work required. - [EMDECS](https://knowledge.brightorder.com/emdecs?hsLang=en#main-content) - [Getting Started](https://knowledge.brightorder.com/emdecs?hsLang=en#getting-started) - [How-To Guides](https://knowledge.brightorder.com/emdecs?hsLang=en#how-to-guides) - [Troubleshooting](https://knowledge.brightorder.com/emdecs?hsLang=en#troubleshooting) - [Account & User Management](https://knowledge.brightorder.com/emdecs?hsLang=en#account-user-management) - [Integrations](https://knowledge.brightorder.com/emdecs?hsLang=en#integrations) - [Release Notes](https://knowledge.brightorder.com/emdecs?hsLang=en#release-notes) - [emdecs one](https://knowledge.brightorder.com/emdecs-one?hsLang=en#main-content) - [Maintenance](https://knowledge.brightorder.com/emdecs-one?hsLang=en#maintenance) - [emdecs one ELD](https://knowledge.brightorder.com/emdecs-one-eld?hsLang=en#main-content) - [Troubleshooting](https://knowledge.brightorder.com/emdecs-one-eld?hsLang=en#troubleshooting) - [How-To Guides](https://knowledge.brightorder.com/emdecs-one-eld?hsLang=en#how-to-guides) - [Getting Started](https://knowledge.brightorder.com/emdecs-one-eld?hsLang=en#getting-started) - [Account & User Management](https://knowledge.brightorder.com/emdecs-one-eld?hsLang=en#account-user-management) - [Tracking](https://knowledge.brightorder.com/tracking?hsLang=en#main-content) - [Getting Started](https://knowledge.brightorder.com/tracking?hsLang=en#getting-started) - [Troubleshooting](https://knowledge.brightorder.com/tracking?hsLang=en#troubleshooting) - [How-To Guides](https://knowledge.brightorder.com/tracking?hsLang=en#how-to-guides) - [Account & User Management](https://knowledge.brightorder.com/tracking?hsLang=en#account-user-management) - [Integrations](https://knowledge.brightorder.com/tracking?hsLang=en#integrations) - [ELD](https://knowledge.brightorder.com/eld?hsLang=en#main-content) - [Release Notes](https://knowledge.brightorder.com/eld?hsLang=en#release-notes) - [Legacy Device Troubleshooting](https://knowledge.brightorder.com/eld?hsLang=en#legacy-device-troubleshooting) - [How-To Guides (Legacy Devices)](https://knowledge.brightorder.com/eld?hsLang=en#how-to-guides-legacy-devices) - [Dashcam](https://knowledge.brightorder.com/dashcam?hsLang=en#main-content) - [How-To Guides](https://knowledge.brightorder.com/dashcam?hsLang=en#how-to-guides) - [General](https://knowledge.brightorder.com/general?hsLang=en#main-content) - [Contact Us](https://knowledge.brightorder.com/general?hsLang=en#contact-us) - [Getting started](https://knowledge.brightorder.com/getting-started?hsLang=en) [![No Margin White BO Logo](https://knowledge.brightorder.com/hs-fs/hubfs/No%20Margin%20White%20BO%20Logo.png?width=384&height=112&name=No%20Margin%20White%20BO%20Logo.png "No Margin White BO Logo")](https://knowledge.brightorder.com/?hsLang=en) www.brightorder.com   Help Center [mailto:email@email.com](mailto:email@email.com) Copyright © 2026, BrightOrder Inc.