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In the image of the Estimate Form above, consider the tabs displayed immediately below the input fields in the data entry form. By accessing these tabs, Users can initiate the process of fulfilling the Estimate by adding specific Workflow actions, applying billing procedures, and a number of other critical functions. The 'Tabs' associated with Estimates are Estimate, Workflow, Contacts, Labor, Activity/Remarks, Email Thread, Attachments, and User Defined Fields .
Creating an Order
When all Equipment, Charges, and Labor have been added to the Estimate, a Service Order may be created from the Estimate. Note that only Equipment and Charges is transferred to the created Order. Labor and Workflow are not transferred to the Order. First, the Estimate has to be set to a Complete status. Then the User can click the the 'Create Service Order' button below the Estimate Grid to create an Order from the Estimate. A form is displayed which allows the User to create a new Service Order from the Estimate, or add the Equipment and Charges to a current "Pending" Service Order. To add the Estimate to an existing Order click the picker
icon in the SD Number field and choose an Order from the list.
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