Creating an estimate from anywhere
Open one estimate setup, choose or add the customer and vehicle there, write the first concern if you have it, and start the ticket.
For service advisor, owner, manager · checked against the product on 2026-09-01
New estimate opens the same setup wherever you start: the board header, the top-bar quick-create menu, a new or clear board, or Ctrl+K. The address is /estimates/new. It does not send you to the customer list first.
1. Choose or add the customer
Search by name, company, phone, plate or VIN, then choose the matching customer. If the search finds nobody, open Add a new customer here. First name, last name, company, phone and email are all available without leaving the estimate setup.
A customer name is still optional. The phone and email fields are optional too, and Torqix checks for an existing customer before it creates another one. Press Add customer and continue to return to the next step with that customer selected.
2. Choose or add the vehicle
Choose one of the customer's existing vehicles. If there is no car on the record yet, open Add a vehicle here and enter the year, make, model, VIN, plate, plate state and mileage you know. Press Add vehicle and continue.
You can use Change on either completed step without abandoning the setup. A vehicle is always checked against the customer you chose; a vehicle from another customer is refused and you are asked to pick again.
3. Open the estimate
First concern is optional. Put the customer's words there if you have them, or leave it empty and build the services on the ticket. Press Start estimate to create the repair order and open it.