(2024.1) Create an Estimate
- Brian Dixon
- Bianca Rosa (Unlicensed)
Create an Estimate
Go to Main > Service Desk > Estimates.
2. Click the button.
3. Change the 'Source' in the drop-down if desired.
4. Choose the 'Service Rep' (if not already populated with your name) into the picker.
5. If desired enter a brief 'Description' of the Estimate (this is not required but encouraged)
6. If known or needed enter the Contact or Department into the field.
Note: The Owner can be either a Contact or Dept. Hierarchy. To select either just toggle the selector and enter the owner (or use the pickerto search).
7. If known or needed, enter Requestor into the field.
8. Click the button.
An Estimate number will now be displayed in the upper left-hand corner of the screen.
Add Equipment to an Estimate
Click the 'Estimate Tab'.
2. Click the button.
3. Choose the desired 'Equipment Catalog' with the picker.
4. Enter the 'Quantity' of the Equipment into the field.
5. If the Equipment is Billable click the 'Billable' flag.
6. Click the button.
Repeat steps 2-5 for all needed Equipment.
Add Estimated Labor to an Estimate
Click the 'Estimate Tab'.
2. Click the button.
3. Select the type of Labor with the 'Labor Type' dropdown
4. Enter the 'Hours' into the field.
5. Enter the 'Workgroup' that will do this work.
6. Enter or change the Rate for this Labor with the 'Rate' field.
7. If the Labor is billable click the 'Billable' flag
8. If desired, enter a Description of this Labor.
9. Click the button.
Repeat steps 2-9 for additional estimated Labor entries
Add Estimated Charges to an Estimate
Click the 'Estimates Tab'.
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.
7. Click the button.
Repeat steps 2-7 for additional estimated Charge entries.
Create Service Order from Pending Estimate
Open an Estimate with a Pending status, that does not already have an 'Associated Service Order'
2. Change the 'Status' to Complete.
3. Click the button.
4. Click 'Yes' on the 'Complete this Estimate' dialog.
5. This will open the 'Create a Service Order' form.
From this form the User can choose one of three options:
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.
Create Service Order from Complete Estimate
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.
3. This will open the 'Create a Service Order' form.
From this form the User can choose one of three options:
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.
4. Click the button.