---
schema_version: "1"
id: 4f33576370c64af1a914eb23e4d8e17d786afab44575a709122e9383402ef92c
title: Use Work Order Estimation
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/aslm_woe_use_work_order_estimation.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.aslm_woe_use_work_order_estimation.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: da5cc8d14085cd5056342aea2014b746c5eebd230418a1f3c687fd0741e8b246
description: 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).
products:
  - Industry Solutions
  - Cross Cloud
release: "264"
---
# 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).

### 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>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d42135e67">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d42135e67 ">To use Work Order Estimation: </td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d42135e67 ">Field Service Standard AND DocGen Runtime User AND DocGen User AND Work Order
              Estimation AND Omnistudio User AND Salesforce Pricing Run Time User</td>

          </tr>
        </tbody>
      </table>

Launch the work order estimation from Accounts, Assets, Sales Quotes, Orders, or Work Type Groups. Choose specific work sources such as Assets, Quote/Order Items, or Work Type Groups, and add work types to be estimated for these work sources.

You can edit existing work orders, re-estimate tasks, and initiate or merge quotes as needed. You can also book, reschedule, or cancel service appointments for work orders and their child work orders generated as part of work order estimation.

![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 You must complete work order estimation in one uninterrupted session. You can't stop and resume.

1. Start the Work Order Estimation process.
    
    You can start Work Order Estimation based on the work source type for which you want to create a work estimate. Here are the different ways you can start Work Estimation:
    
    Account: Start from an account to create work estimates for assets, quotes, orders, or work type groups.
    
    Asset: Start from an asset to create work estimates for that specific asset. If necessary , you can add more assets.
    
    Quote: Start from a sales quote to create work estimates for Quote Line Items (QLIs) within that quote, such as installation work for broadband internet QLIs.
    
    Order: Launch from a sales order to create work estimates for Order Products within that order, such as installation work for a generator.
    
    Work Type Groups: Launch from a Work Type Group to create work estimates for non-asset/QLI/order product-related tasks, such as network and infrastructure expansion work.
    
    Work Order: Launch from a Work Order (WO), introduces an additional step that displays the existing WOs based on the following:
    
    - If the launched WO is a parent, it's child WOs are listed with the parent in the Existing WO top panel.
    - If the launched WO is a child (or both parent and child), its siblings are listed, and its parent appears in the top panel.
    - If the launched WO is standalone, it's listed and also shown in the Existing WO top panel.
    
    Users can select one or more WO listed and proceed to create a new Quote. This brings all the work sources of those WOs.
    
    For example, to create a Work Order Estimate for an Asset:
    
    1. From the App Launcher, search for and select **Assets**.
    2. Open the asset for which you want to create a work order estimate.
    3. From the overflow menu, select **Work Order Estimation**.
    
    ![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
    
    Launch options on records are available only if you have set up the work order estimation launch. For more information, see the launch topic.
    
    When creating a work order estimate, avoid mixing different work source types. Ideally, each work order estimate should have only one type of work source.
2. On the Enter Quote Details page, give the specifications for the quote.
    1. Enter a name, select a price book, and add an address.
    2. Click **Next**.
        
        If you started the work order estimation process from an asset or work type group, that asset or group is preselected as the work source.
3. On the Add Work Source, Work Types & Coverages page, add work source.
    
    When you add work types and products to a work source, each product creates a quote line item (QLI) linked to the work type and asset.
    
    1. Click **Add Work Source**.
    2. Select a work source type (Quote Line Item, Order Product, Asset, or Work Type Group).
    3. If you select Quote Line Item or Order Product as the work source, select the appropriate quote or order.
        
        If the Work Order Estimation process was launched from a Quote or an Order, both the work source type and the corresponding Quote or Order are preselected.
    4. Click **Next**.
    5. Select the items you want to add as work sources and click **Add**.
4. Add work types.
    1. Click the overflow menu next to the work source and select **Add Work Type**.
    2. Select the work type, required product, and quantity for estimation.
        
        You can add multiple products.
    3. Click **Save** to add the work type to the work source.
        
        To add another work type, click **Save & New**.
5. Add coverages.
    
    1. Click the overflow menu next to a work source and select **Select Coverages**.
    2. Choose the relevant coverages for the work source.
        
        Coverages include service contracts, entitlements, and warranties (applicable only for asset work sources).
    
    If Salesforce Pricing isn’t enabled, selected coverages won't be considered for discounts, and basic rollup pricing is used on the quote.
6. View work types, and edit or delete work sources.
    1. You can also perform these actions on the Add Work Source, Work Types & Coverages.
        
        <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
                <thead class="slds-text-title_caps ">
                  <tr><th class="slds-cell-wrap" scope="col" id="d42135e363">Action</th>
                  <th class="slds-cell-wrap" scope="col" id="d42135e366">Description</th>
                </tr></thead>
                <tbody><tr class="">
                  <td class="slds-cell-wrap" data-label="Action" headers="d42135e363">View Work Types</td>
                  <td class="slds-cell-wrap" data-label="Description" headers="d42135e366">
                    <a name="aslm_woe_use_work_order_estimation__ul_bxb_zcv_5dc"><!-- --></a>
                    <ul id="aslm_woe_use_work_order_estimation__ul_bxb_zcv_5dc">
                      <li>Click the overflow menu next to the work source and select <strong class="uicontrol">View
                          Work Types</strong>.</li>

                      <li>Review the work type details.</li>

                    </ul>

                  </td>
                </tr>
                <tr class="">
                  <td class="slds-cell-wrap" data-label="Action" headers="d42135e363">Edit Work Source</td>
                  <td class="slds-cell-wrap" data-label="Description" headers="d42135e366">
                    <a name="aslm_woe_use_work_order_estimation__ul_cxb_zcv_5dc"><!-- --></a>
                    <ul id="aslm_woe_use_work_order_estimation__ul_cxb_zcv_5dc">
                      <li>Click the overflow menu next to the work source and select
                        <strong class="uicontrol">Edit</strong>.
                      </li>

                      <li>Choose the work type to edit and click <strong class="uicontrol">Next</strong>.</li>

                      <li>Make the necessary changes and save them.</li>

                    </ul>

                  </td>
                </tr>
                <tr class="">
                  <td class="slds-cell-wrap" data-label="Action" headers="d42135e363">Delete Work Source</td>
                  <td class="slds-cell-wrap" data-label="Description" headers="d42135e366">Click the overflow menu next to the work source and select
                    <strong class="uicontrol">Delete</strong>.
                  </td>
                </tr>
              </tbody></table>
    2. Click **Next**.
        
        The Review Quote Summary page appears.
7. Review quote summary.
    1. You can perform these actions:
        
        <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
                <thead class="slds-text-title_caps ">
                  <tr><th class="slds-cell-wrap" scope="col" id="d42135e465">Action</th>
                  <th class="slds-cell-wrap" scope="col" id="d42135e468">Description</th>
                </tr></thead>
                <tbody><tr class="">
                  <td class="slds-cell-wrap" data-label="Action" headers="d42135e465">Review Details</td>
                  <td class="slds-cell-wrap" data-label="Description" headers="d42135e468">Check the total cost, items, and coverages.</td>
                </tr>
                <tr class="">
                  <td class="slds-cell-wrap" data-label="Action" headers="d42135e465">View Work Type Details</td>
                  <td class="slds-cell-wrap" data-label="Description" headers="d42135e468">
                    <a name="aslm_woe_use_work_order_estimation__ul_ab1_sdv_5dc"><!-- --></a>
                    <ul id="aslm_woe_use_work_order_estimation__ul_ab1_sdv_5dc">
                      <li>To see the work type details in the View Work Type dialog, click
                        <strong class="uicontrol">View</strong> in the Work Type column.
                      </li>

                      <li>You can also add a manual discount percentage.</li>

                    </ul>

                  </td>
                </tr>
                <tr class="">
                  <td class="slds-cell-wrap" data-label="Action" headers="d42135e465">View Coverage Details</td>
                  <td class="slds-cell-wrap" data-label="Description" headers="d42135e468">To see the coverage details in the View Selected Coverages dialog, click
                    <strong class="uicontrol">View</strong> in the Coverages column.
                  </td>
                </tr>
                <tr class="">
                  <td class="slds-cell-wrap" data-label="Action" headers="d42135e465">Delete a Work Source</td>
                  <td class="slds-cell-wrap" data-label="Description" headers="d42135e468">To remove a work source from the work order estimate, click
                    <strong class="uicontrol">Delete</strong>.
                  </td>
                </tr>
                <tr class="">
                  <td class="slds-cell-wrap" data-label="Action" headers="d42135e465">Generate Proposal</td>
                  <td class="slds-cell-wrap" data-label="Description" headers="d42135e468">To open the Generate Proposal page in a new tab, click the
                    <strong class="uicontrol">Generate Proposal</strong> button. You can then send the
                    proposal directly to the customer's email or download it.
                  </td>
                </tr>
                <tr class="">
                  <td class="slds-cell-wrap" data-label="Action" headers="d42135e465">Save and Close</td>
                  <td class="slds-cell-wrap" data-label="Description" headers="d42135e468">You also have the option to save and close the work order estimation
                    process. You can later continue working on the work order estimate.</td>
                </tr>
              </tbody></table>
    2. Click **Next**.
        
        The Finish Quote Approval page appears.
8. On the Finish Quote Approval page, indicate customer's approval .
    
    1. Confirm customer approval:
        
        <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
                <thead class="slds-text-title_caps ">
                  <tr><th class="slds-cell-wrap" scope="col" id="d42135e583">Scenario</th>
                  <th class="slds-cell-wrap" scope="col" id="d42135e586">Action</th>
                </tr></thead>
                <tbody><tr class="">
                  <td class="slds-cell-wrap" data-label="Scenario" headers="d42135e583">Customer has approved the proposed quote</td>
                  <td class="slds-cell-wrap" data-label="Action" headers="d42135e586">
                    <p>Click <strong class="uicontrol">Yes</strong> and then <strong class="uicontrol">Approve</strong>. The
                      quote order is generated. To view the details, click the quote order. Click
                      <strong class="uicontrol">Done</strong> to complete the work order estimation process.
                      If Book Service Appointment is configured for your Work Order Estimation
                      process, then click <strong class="uicontrol">Next</strong>.
                    </p>
                    <p>If you’re creating a work order estimation from an existing work order, then
                      you can either update the existing work order or create a new one. To update,
                      select <strong class="uicontrol">Update Existing Work Order</strong>. Otherwise, a new
                      hierarchy of work orders (a new parent work order with child work orders for
                      each work type) is created.</p>
                  </td>
                </tr>
                <tr class="">
                  <td class="slds-cell-wrap" data-label="Scenario" headers="d42135e583">Customer hasn't approved the proposed quote</td>
                  <td class="slds-cell-wrap" data-label="Action" headers="d42135e586">
                    <p>Click <strong class="uicontrol">No</strong>, enter the reason for rejection, and click
                      <strong class="uicontrol">Reject</strong>. Click <strong class="uicontrol">Done</strong> to complete
                      the work order estimation process.
                    </p>
                  </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 An approved quote is converted into a hierarchy of work orders (a parent work order with child work orders for each work type). Each child work order has line items corresponding to the quote line items (QLIs).
9. (Optional) Book a service appointment.
    
    1. Click **Book Appointment**.
    2. Enter these details: Earliest permitted start date, scheduling policy, due date, and service territory.
    3. Click **Choose Time Slot**.
        
        The available time slots for the selected dates are shown.
    4. Select a time slot.
    5. Click **Book**.
        
        A service appointment is booked for the selected work order. After booking an appointment, you can reschedule or cancel it.
    6. Click **Done** to complete the Work Order Estimation Process.
    
    ![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
    
    If you haven’t booked an appointment for any of the child work orders, then an alert message appears. To book an appointment for the remaining child work orders, click **Go Back**. Otherwise, click **Exit**.
    
    You can book a service appointment for the remaining child work orders later by opening the work order and selecting the **Book Service Appointment** button.