Streamline the process of generating work orders and estimating field service work by
using Work Order Estimation. Service reps can efficiently assess costs and provide reliable
quotes before they start a service. Price and approve your proposals to automatically generate
work orders from the quotes that you provide.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer
Editions |
Ensure accuracy in billing by using the quote creation flow to conduct both basic roll-up
pricing and complex rule-based pricing. Book service appointments for generated work orders
and edit work orders to ensure transparency in service planning. Support multiple work types
to enhance the productivity of users and significantly boost customer satisfaction.
For detailed setup and configuration steps, see Work Order Estimation.
