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(2022.1) Create an Estimate

Owned by Brian Dixon
Jan 08, 2024
5 min read

Create an Estimate

  1. Go to Main > Service Desk > Estimates.

       2. Click the Add button.

       3. Change the 'Source' in the drop-down if desired.

        Source dropdown 

       4. Choose the 'Service Rep' (if not already populated with your name) into the picker.

        Service Rep picker 

       5. If desired enter a brief 'Description' of the Estimate (this is not required but encouraged)

        Description field

       6. If known or needed enter the Contact or Department into the field.

        Owner - Department picker

        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.

 Requestor picker example

8. Click the Save New button.

An Estimate number will now be displayed in the upper left-hand corner of the screen.

Add Equipment to an Estimate

  1. Click the 'Estimate Tab'.

         Manage Estimate form

2. Click the Equipment button button.

3. Choose the desired 'Equipment Catalog' with the picker.

 Equipment Catalog picker

4. Enter the 'Quantity' of the Equipment into the field.

Quanity field

5. If the Equipment is Billable click the 'Billable' flag.

Billable flag

6. Click the Save New button button.

Repeat steps 2-5 for all needed Equipment.

Add Estimated Labor to an Estimate

  1. Click the 'Estimate Tab'.

           Manage Estimate form

       2. Click the Labor button button.

       3. Select the type of Labor with the 'Labor Type' dropdown

        Labor Type dropdown

       4. Enter the 'Hours' into the field.

         Hours field 

      5. Enter the 'Workgroup' that will do this work.

         Workgroup picker

6. Enter or change the Rate for this Labor with the 'Rate' field.

Rate field 

7. If the Labor is billable click the 'Billable' flag

Billable flag

8. If desired, enter a Description of this Labor.

9. Click the Save New button button.

Repeat steps 2-9 for additional estimated Labor entries

Add Estimated Charges to an Estimate

  1. Click the 'Estimates Tab'.

Manage Estimate form

2. Click the Charges button button.

3. Choose the desired 'Charge Catalog' from the picker.

Charge Catalog picker 

4. Enter the 'Charge Amount' into the field.

Charger Amount field 

5. Enter the 'Quantity' of the Charges into the field

Quantity field 

6. If desired, enter a Description of this Labor into the Description field.

7. Click the Save New button button.

Repeat steps 2-7 for additional estimated Charge entries.

Create Service Order from Pending Estimate

  1. Open an Estimate with a Pending status, that does not already have an 'Associated Service Order'

Associated Service Order field .

2. Change the 'Status' to Complete.

3. Click the Save button button.

4. Click 'Yes' on the 'Complete this Estimate' dialog.

Complete this Estimate form 

5. This will open the 'Create a Service Order' form.
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.                          Find a Service Order picker
  • 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 Save button button.                                                                                                     Find a Service Order Action picker 
  • 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.
    Service Order Created message

Clicking the 'Cancel' button will NOT associate the Estimate with an Order and close the form.

Create Service Order from Complete Estimate

  1. Open an Estimate with a Complete status, that does not already have an 'Associated Service Order'

Associated Service Order field .

2. The Estimate will have a Created Service Order button button on it.

3. This will open the 'Create a Service Order' form.
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.

          Find a Service Order picker 

  • 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 Save button button.

           Find a Service Order Action picker 

  • Leaving the 'Find a Service Order' picker blank and clicking the Save button button, will create a new Service Order. The 'Service Order Created' dialog will open to let the User know the Order was created.
    Service Order Created message
  • Clicking the 'Cancel' button will NOT associate the Estimate with an Order and close the form.

4. Click the Save button button.