---
schema_version: "1"
id: b841b84400db4f35fee422b25722adf67b84b2985633c697584d300f947e1071
title: Generate Prework Estimates and Create Orders in Automotive Cloud
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/auto_prework_user.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.auto_prework_user.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 98754434cb3bb7d65b1579e978264b310e68fab4d592dbdd4592644c2f559902
description: 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.
products:
  - Automotive
release: "264"
---
# 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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d9643e63">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d9643e63 ">To create document templates, create or import OmniScripts, and generate
              documents:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d9643e63 ">
              <p>OmniStudio Admin</p>
              <p>AND</p>
              <p style="margin-bottom:0;">DocGen Designer</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d9643e63 ">To create or import OmniScripts and generate documents:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d9643e63 ">
              <p>OmniStudio Admin</p>
              <p>AND</p>
              <p style="margin-bottom:0;">DocGen Runtime User</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d9643e63 ">To generate documents using existing OmniScripts:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d9643e63 ">
              <p>OmniStudio User</p>
              <p>AND</p>
              <p style="margin-bottom:0;">DocGen Runtime User</p>
            </td>

          </tr>
        </tbody>
      </table>

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](https://trailhead.salesforce.com/content/learn/modules/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](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-automotive-264-0-0-production-enus/55098325-b838-4fed-9e79-8cfa2d7b33a3/images/icon_note.png)

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](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-automotive-264-0-0-production-enus/55098325-b838-4fed-9e79-8cfa2d7b33a3/images/icon_tip.png)
    
    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](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-automotive-264-0-0-production-enus/55098325-b838-4fed-9e79-8cfa2d7b33a3/images/icon_note.png)
    
    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](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-automotive-264-0-0-production-enus/55098325-b838-4fed-9e79-8cfa2d7b33a3/images/icon_note.png)
    
    Note If you don’t specify a contact, or select a contact without specifying their email address, the Email PDF button doesn’t show.