Set up and configure Work Order Estimation features to help service managers and service agents estimate work, create detailed quotes, and generate 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. |
- Enable Features for Work Order Estimation
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. - Set Up Omnistudio Document Generation
This step is optional. To generate and download proposal documents, install and set up Omnistudio Document Generation. - Salesforce Pricing Setup for Work Order Estimation
Before you use the Work Order Estimation feature, it’s essential to set up Salesforce Pricing. - Create and Activate Work Order Estimation Flow
Create and activate the predefined Work Order Estimation flow for using the Work Order Estimation feature. - Integrate Book Service Appointment
On the cloned Work Order Estimation (WOE) flow, integrate Book Service Appointment (BSA) by completing the BSA setup and modifying the WOE flow. - Launch Work Order Estimation Flow
You can launch the Work Order Estimation flow from various places in your org, such as an account, an asset, a work type group, a quote, or a work order.