Streamline the process of estimating and generating work orders for field service tasks.
Required Editions
| Available in: Lightning Experience |
| Available in: Automotive Cloud, Communications Cloud, Consumer Goods, Energy and Utilities Cloud, Manufacturing Cloud, Service Cloud, and Media Cloud. View edition availability. |
Salesforce Admin
Salesforce admins prepare the Salesforce org, assign permissions to users, and set up Work Order Estimation and related features.
- Enable Asset Service Lifecycle Management in Setup.
- Assign the required permissions to users. See Enable Features for Work Order Estimation.
- Configure Salesforce Pricing and pricing recipes. See Salesforce Pricing Setup for Work Order Estimation.
Users
End users such as service agents and service managers can efficiently create and manage quotes, proposals, and work orders.
- Initiate work order estimation flow.
- Select any existing work order when editing a work order.
- Add the work sources that must be included in the estimate.
- Review the detailed quote summary to ensure all necessary work items are accounted for.
- Generate a comprehensive quote proposal based on the reviewed summary.
- Present the quote to the customer for approval.
- After the quote is approved, generate work orders from the quote.
- You can choose to book, reschedule, or cancel a service appointment.