Claims & Service Management
How to convert an estimate into an invoice?
Once an estimate is approved by the higher authority, it means the proposed costs and details have been accepted. After approval, the estimate can be quickly converted into an invoice to finalize the billing process. This guide walks you through each ...
How to Create a Quotation in Dyrect
Creating a quotation (estimate) in Dyrect helps you share costs with customers and get internal approval before proceeding with repairs or replacements. This guide explains each step clearly so you can generate, save, or submit quotations smoothly ...
How to convert an estimate into an invoice?
Once an estimate is approved by the highest authority, it signifies that the proposed costs and details are accepted. After approval, the estimate can be converted into an invoice to finalize the process. Step-by-Step Guide to convert an Estimate ...
How to generate estimate on a claim and send for approval?
This guide provides a simple and clear process for generating an estimate on a claim using the Dyrect Client Portal. It covers the necessary steps to create, save, and submit estimates for approval, ensuring a smooth and efficient workflow for claim ...
What is Estimate?
An estimate is a document that outlines the expected costs, quantities, and timelines associated with a claim. It helps provide clarity to the customer about the resources and expenses involved in addressing their claim. Components of an Estimate ...
How to create a Warranty Claim?
A warranty claim is a formal request to address and resolve issues with a product covered under warranty. Customers can either submit the request directly or have it handled by the client through the back-office system. This guide explains the ...