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Generate Prework Estimates and Create Orders in Automotive Cloud

When service technicians visit a dealer or partner site, they can use their Salesforce mobile app to generate quick estimates for products and services and create orders. The technician can search for products, specify the quantity, and labor and installation charges using the mobile app. Then, they can create an order with the line item details and email a PDF version to the dealership manager directly from the app.

Required Editions

Available in: Enterprise, Unlimited, and Developer Editions.
User Permissions Needed
To create document templates, create or import OmniScripts, and generate documents:

OmniStudio Admin

AND

DocGen Designer
To create or import OmniScripts and generate documents:

OmniStudio Admin

AND

DocGen Runtime User
To generate documents using existing OmniScripts:

OmniStudio User

AND

DocGen Runtime User

To use the pre-work estimation components, create Account and Product records in your org. Make sure a Product record is added to at least one active Pricebook record.

To automatically generate a .pdf file containing order details, set up Foundation Document Generation. See Foundation Document Generation for details. Service technicians can email the .pdf file to the customer or dealer directly from the app.

To generate a .pdf file containing order details and links, you must create an active Document Template record in your org named OrderDetails.

Note
Note To use the Pre-Work Estimation app, we recommend that you use the Mobile Only app. On the home screen of the Salesforce app, tap Menu near the bottom of your device. Then tap App Launcher and Mobile Only.
  1. Open the Salesforce mobile app.
  2. Tap Menu, then tap Pre-Work Estimation.
  3. Type and select an account, then tap Next.
  4. Select a contact for the account, then tap Next.
    Tip
    Tip To edit a contact’s details, including their email address, use the menu on their contact card. You can also add a contact.
  5. Enter a product or service name, then tap Search Product.
  6. To select the products you want to include in the estimate, enter a quantity, and then tap Select.
  7. Tap Add Products.
  8. Repeat the steps to add more products or services. You can also add the labor charges or installation charges for the parts and accessories.
  9. Tap Next.
  10. Review the list of added products.
  11. Tap Confirm and Create Order.
    Note
    Note To edit a product quantity, tap Previous and search for the product again. To overwrite the existing value, enter the new product quantity. The other products and details that you’ve added to the order don’t get affected. We only update products that you overwrite.
  12. To preview the draft order details, tap View Order Details.
  13. To send an email to the contact with the order details, tap Email PDF. This button is displayed only after the order PDF generation is complete.
    Note
    Note If you don’t specify a contact, or select a contact without specifying their email address, the Email PDF button doesn’t show.