Quote checklist
Metro tech quote form
What does this form include?
This form contains 18 sections:
Manufacturer of unit
Model number of unit
Serial number of unit
Select Type of Equipment
Age of unit
TONNAGE, BTU, or KW
UNIT INFORMATION
- Estimated Years of Life Expectancy Push slide for number of years.
THE PROBLEM
- Was this problem found on a Service call or PM. Select one
Description, What is the problem, what was the cause of the problem, what do you need to do to fix the problem.
What part of store is affected by this unit?
If Quoting a Motor, What is the Horse Power
Part. - DESCRIPTION - LEAD TIME - COST
ADDITIONAL ITEM
- Check this box for Crane, freon, torch, reclaim, permit,disposal,freight,vacuum pump, or rental.
Estimated travel needed
How many techs are required to complete this job
How many hours per tech are needed
Total number of hours needed to complete this job.
Add Picture of defects and Data Plate
Use this template