---
schema_version: "1"
id: 577212ef3e05bfee8d30678a597e20cbd3035e02760309c4d526097b48ec41f2
title: Work Order Estimation Setup
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/aslm_woe_setup_configure.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.aslm_woe_setup_configure.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: f7ed5444c85eb6cceddbc4977ef835116d7f8b32d62e654aa47e8b59d7b9513e
description: Set up and configure Work Order Estimation to allow your users to accurately estimate field service work before starting the job.
products:
  - Industry Solutions
  - Cross Cloud
release: "264"
---
# 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.

### 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>

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-asset_service_lifecycle_mgmt-264-0-0-production-enus/645b17dc-6eea-4fac-9d5c-016dea098887/images/icon_note.png)

Note

In Spring '25, Work Order Estimation is available out-of-the-box with a screen flow. If needed, you can develop Work Order Estimation on Omnistudio using the provided Lightning Web Components (LWCs) and create additional LWCs for navigation.

If you are using earlier versions of Work Order Estimation, switch to the Spring '25 version to take advantage of the new features. The previous versions will be discontinued by Spring '26.

Limit customizations to the Work Order Estimation feature to those specified in the [Customizations for Work Order Estimation](https://help.salesforce.com/s/articleView?id=xcloud.aslm_woe_customization_setup.htm&release=264.0.0&type=5 "Configure and customize the Work Order Estimation flow to align with your specific needs.").

- **[Work Order Estimation Licenses and Permissions](https://help.salesforce.com/s/articleView?id=xcloud.aslm_woe_manage_licenses.htm&release=264.0.0&type=5)**  
    Enable these licenses and assign permission sets to users.
- **[Understand Salesforce Field Service Configuration for Work Order Estimation](https://help.salesforce.com/s/articleView?id=xcloud.aslm_woe_understand_field_service_configuration.htm&release=264.0.0&type=5)**  
    Before configuring Salesforce Field Service for Work Order Estimation, ensure you understand key factors such as work types, product families, service contracts, and warranties. These factors play an important role in the setup and execution of work order estimation.
- **[Set Up Foundational Features](https://help.salesforce.com/s/articleView?id=xcloud.aslm_woe_foundational_setup.htm&release=264.0.0&type=5)**  
    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.
- **[Set Up Partner Community on Experience Cloud Sites](https://help.salesforce.com/s/articleView?id=xcloud.aslm_setup_partner_community_on_experience_cloud_sites.htm&release=264.0.0&type=5)**  
    Extending the scope of work order estimation to be used by the partners on the Experience cloud sites.