Before starting any field service work, assess the costs and effort required to provide
reliable quotes and plan efficiently. You can estimate field service work for different sources,
such as repair or extension work for assets, installation tasks for quote items or order items
within existing sales quotes and orders, and network and infrastructure expansions for specific
work type groups.
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. |
Work Order Estimation includes these key features:
- The quote creation flow supports both basic roll-up pricing and complex rule-based pricing
using Salesforce Pricing.
- Quote items are based on Salesforce Field Service work type and required products.
- Supports multiple work sources.
- Coverage-based discounts and manual discount applications are available.
- Allows proposal generation and approval.
- Workorders are automatically generated from the quote.
- Book service appointments for generated work orders.
- Edit existing work orders.
Use Salesforce Go in Setup to discover, configure, and track this feature. Access resources
and links for more information and configuration help.
- Work Order Estimation Workflow
Streamline the process of estimating and generating work orders for field service tasks.
- Work Order Estimation Setup
Set up and configure Work Order Estimation to allow your users to accurately estimate field service work before starting the job.
- Customize Work Order Estimation
Configure and customize the Work Order Estimation flow to align with your specific needs.
- Lightning Web Components for Work Order Estimation
WOE is made more modular, comprehensive, and customizable by using LWC, Lighting Messaging Services (LMS), and flows. This section lists the technical specifications for each out-of-the-box (OOTB) LWC, including its purpose, inputs, and events.
- Use Work Order Estimation
Assess costs and required effort before starting any field service work to provide reliable quotes and plan efficiently. You can estimate field service work for various work sources such as assets (for example, repair and extension work), quote items or order items within existing sales quotes and orders (for example, installation of these items), and work types under specific work type groups (for example, network and infrastructure expansions).
