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Click the 'Estimate Tab'.
2. Click the button.
3. Choose the desired 'Equipment Catalog' with the picker.
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4. Enter the 'Quantity' of the Equipment into the field.
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5. If the Equipment is Billable click the 'Billable' flag.
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6. Click the button.
Repeat steps 2-5 for all needed Equipment.
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Click the 'Estimate Tab'.
2. Click the button.
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4. Enter the 'Hours' into the field.
5. Enter the 'Workgroup' that will do this work.
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7. If the Labor is billable click the 'Billable' flag
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8. If desired, enter a Description of this Labor.
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Click the 'Estimates Tab'.
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2. Click the button.
3. Choose the desired 'Charge Catalog' from the picker.
4. Enter the 'Charge Amount' into the field.
5. Enter the 'Quantity' of the Charges into the field
6. If desired, enter a Description of this Labor into the Description field.
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Open an Estimate with a Pending status, that does not already have an 'Associated Service Order'
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2. Change the 'Status' to Complete.
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4. Click 'Yes' on the 'Complete this Estimate' dialog.
5. This will open the 'Create a Service Order' form.
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The User can Associate the Order with any existing Order or that Order's Actions. Click the 'Find a Service Order' picker to select any existing Order. To associate the Estimate with the Order no further action is needed.
To further associate the Estimate with a specific Action on the Order, click the 'Find a Service Order Action' picker and select the Action desired. Click the
button. 
Leaving the 'Find a Service Order' picker blank and clicking the
button, will create a new Service Order. The 'Service Order Created' dialog will open to let the User know the Order was created.
Clicking the 'Cancel' button will NOT associate the Estimate with an Order and close the form.
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Open an Estimate with a Complete status, that does not already have an 'Associated Service Order'
.
2. The Estimate will have a button on it.
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The User can Associate the Order with any existing Order or that Order's Actions. Click the 'Find a Service Order' picker to select any existing Order. To associate the Estimate with the Order no further action is needed.
To further associate the Estimate with a specific Action on the Order, click the 'Find a Service Order Action' picker and select the Action desired. Click the
button.
Leaving the 'Find a Service Order' picker blank and clicking the
Clicking the 'Cancel' button will NOT associate the Estimate with an Order and close the form.
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