---
schema_version: "1"
id: 3d9a1057f8189a50d235c18c99f7c6a9aae9bb3a30d858bba8f041ba1d08de70
title: Work Order Estimation Workflow
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/aslm_woe_flow.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.aslm_woe_flow.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 975e1a670724629bc462eff1b487fac6d12ab19f53811c74e720ce5b5a9dae18
description: Streamline the process of estimating and generating work orders for field service tasks.
products:
  - Industry Solutions
  - Cross Cloud
release: "264"
---
# Work Order Estimation Workflow

Streamline the process of estimating and generating work orders for field service tasks.

### 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: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Automotive Cloud, Communications Cloud, Consumer Goods, Energy and Utilities Cloud, Manufacturing Cloud, Service Cloud, and Media Cloud. <a href="https://help.salesforce.com/s/articleView?id=xcloud.aslm_editions.htm&amp;release=264.0.0&amp;type=5" title="Review the supported products and editions for Asset Service Lifecycle Management features.">View edition availability</a>.</td></tr></tbody></table>

**Salesforce Admin**

Salesforce admins prepare the Salesforce org, assign permissions to users, and set up Work Order Estimation and related features.

1. Enable Asset Service Lifecycle Management in Setup.
2. Assign the required permissions to users. See [Enable Features for Work Order Estimation](https://help.salesforce.com/s/articleView?id=xcloud.aslm_woe_enable_features_assign_permissions.htm&release=264.0.0&type=5 "Enable Asset Service Lifecycle Management, configure Quotes Settings, and turn on Field Service. Set up the necessary configurations for work types, products, and related entities.").
3. Configure Salesforce Pricing and pricing recipes. See [Salesforce Pricing Setup for Work Order Estimation](https://help.salesforce.com/s/articleView?id=xcloud.aslm_woe_set_up_salesforce_pricing.htm&release=264.0.0&type=5 "Before you use the Work Order Estimation feature, it’s essential to set up Salesforce Pricing.").

**Users**

End users such as service agents and service managers can efficiently create and manage quotes, proposals, and work orders.

1. Initiate work order estimation flow.
2. Select any existing work order when editing a work order.
3. Add the work sources that must be included in the estimate.
4. Review the detailed quote summary to ensure all necessary work items are accounted for.
5. Generate a comprehensive quote proposal based on the reviewed summary.
6. Present the quote to the customer for approval.
7. After the quote is approved, generate work orders from the quote.
8. You can choose to book, reschedule, or cancel a service appointment.